Retire Wealthy and Happy

Hosted by Ben Waller, Earl Cline and Roger Jacobsen

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Latest episode

Jun 2024

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EN-US

About the show

Do you want to learn how to eliminate worries and frustrations about your financial situation? If so, you’re lucky because this podcast will turn your dreams about retiring early and comfortably into reality! Every Wednesday, we’ll dive deep into financial tips and tricks and help you apply them immediately without getting caught up in theories to launch your investing journey and make passive income instantly. With each episode we publish, you’ll discover the opportunities for building wealth that lies beyond your career. Support the lifestyle you deserve by taking action and making smarter financial decisions. By tuning in to the Retire Wealthy and Happy podcast, you can plan a better future for yourself and your family today!

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58 recent

June 18, 202434 min

Ep57: How to Build a Debt-Free Real Estate Portfolio with Joel Friedland, SIOR

Explore the world of industrial real estate with Joel Friedland, SIOR as he unveils his unique, debt-free approach to property investment. Learn about the strategic moves that have fueled his success and discover how you can apply these insights to your own investment endeavors. Tune in now to unlock the secrets of building a recession-proof portfolio!Key takeaways to listen forTips on acquiring industrial properties with high returns and minimal riskGame-changing direct negotiation tactics for sealing lucrative dealsWhy do you need to adopt a debt-free investment philosophy?Benefits of long-term property investmentThe value of mentorship and fostering the next generation of investorsResources mentioned in this episodeThe Four Agreements by Don Miguel Ruiz | Kindle, Hardcover, and PaperbackAbout Joel Friedland, SIORJoel has a 42-year track record in industrial real estate. As an industrial real estate broker and owner, Joel has secured over 2,000 industrial property leases and sales, totaling over $2 billion in transactions. His greatest accomplishment is maintaining valued relationships with brokers, tenants, and investors spanning five decades.He does fully syndicated deals with 0% debt, an unheard-of approach in real estate that caters to his wealthy investor base, primarily concerned with conserving principal. His experiences during the Great Recession in 2008 have informed his investment approach, which is hyper-conservative while still allowing an ~8% cash return, plus upside, for his investors.Connect with JoelWebsite: Brit PropertiesLinkedIn: Joel Friedland, SIORConnect with UsTo learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call!Follow our social media pages!Facebook: Monument Real Estate CapitalLinkedIn: Monument Real Estate Capital

June 11, 202437 min

Ep56: Retire 5 to 10 Years Earlier by Following These Finance Tips! with Amy Cook, CFP®

Do you want to accelerate your path to retirement? Join Amy Cook, CFP®, as she unveils actionable strategies to overcome financial fears and make smarter investment choices. Tune in now to start rewriting your financial story and steer a sure course toward financial independence.Key takeaways to listen forHow subconscious stories about money impact your ability to make empowered financial decisionsPractical steps to significantly reduce your retirement timelineTechniques to help you overcome investment anxietyReal estate strategies to generate additional income and build wealthThe importance of creating and practicing sustainable financial habitsResources mentioned in this episodeYour Money Narrative by Amy R. Cook CFP® | Kindle and HardcoverThe Richest Man in Babylon by George S. Clason | Hardcover and PaperbackThe Millionaire Next Door by Thomas J. Stanley and William D. Danko | Hardcover and PaperbackDo you want to learn comprehensive services designed to align your financial decisions with your life goals? Visit https://www.mavenlanefinancialgroup.com/retirewealthyhappy for valuable resources and to schedule a discovery interview with Maven Lane Financial Group.About Amy Cook, CFP®Amy is a Certified Financial Planner™ professional residing and working in San Mateo, California, serving clients nationwide from her local office. With twenty years of experience in financial services, Amy and her team help clients across varied industries and life stages, underscoring that strategic financial planning is integral to making informed decisions and achieving long-term objectives. In her free time, Amy loves working on her decorating projects, building small-scale dollhouses, and restoring vintage typewriters.Connect with AmyWebsite: Your Money Narrative | Maven Lane Financial GroupConnect with UsTo learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call!Follow our social media pages!Facebook: Monument Real Estate CapitalLinkedIn: Monument Real Estate Capital

June 4, 202428 min

Ep55: Proven Strategies to Maximize E-commerce Profits with Minimal Time Investment with Will Basta

Turn your passive income dreams into reality through a fully managed, done-for-you e-commerce service with Will Basta. Stay tuned as we talk about the ins and outs of launching successful online stores and building your own digital real estate. So dial in to tap into this trillion-dollar industry even without prior experience!Key takeaways to listen forInsights into starting and scaling an e-commerce businessHow does AI help in predicting market trends and optimizing e-commerce operations?Global market expansions and opportunities for e-commerce businessesWhy are e-commerce businesses considered digital real estate?Strategies for securing investments in e-commerce with data-backed guaranteesResources mentioned in this episodeTikTok Shop Create joy and sell moreAmazon.comAtomic Habits by James Clear | Kindle, Hardcover, and PaperbackAbout Will BastaWhen it comes to growing an e-commerce business on a global scale, Will Basta stands out as the ultimate expert. Based in LA and renowned for his dynamic approach, Will brings over ten years of experience in e-commerce, venture capital, and digital innovation to the table. His strategic insights and innovative methodologies have consistently delivered exceptional results, driving substantial growth for online businesses.Connect with WillWebsite: ACVInstagram: @ecomwithacvYouTube: ACV: Accelerated eCom VenturesConnect with UsTo learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call!Follow our social media pages!Facebook: Monument Real Estate CapitalLinkedIn: Monument Real Estate Capital

April 30, 202438 min

Ep54: Financial Strategies to Secure Your Legacy with Mark B. Murphy

Join us as Mark B. Murphy, a master financial strategist, unravels the secrets to building generational wealth. In this episode, Mark shares invaluable insights into leveraging your business and investments to secure a financially free future. Discover practical strategies to transform your approach to wealth creation and ensure a legacy of prosperity today.Key takeaways to listen forUnderstanding the foundational principles of creating generational wealthPractical tips on diversifying investments to bolster financial securityThe role of strategic thinking in financial planning and business developmentHow to use real estate as a powerful tool for building recurring revenueWhy you need to have a mindset of abundance and proactive financial managementResources mentioned in this episodeThe Ultimate Investment by Mark B. Murphy | Kindle and Hardcover10x Is Easier Than 2x by Dan Sullivan and Dr. Benjamin Hardy | Kindle, Hardcover, and PaperbackProfit First by Mike Michalowicz | Kindle and HardcoverThe Go-Giver by Bob Burg and John David Mann | Kindle, Hardcover, and PaperbackOutliers by Malcolm Gladwell | Kindle, Hardcover, and PaperbackWho Not How by Dan Sullivan and Benjamin Hardy | Kindle, Hardcover, and PaperbackAbout Mark B. MurphyMark, CEO of Northeast Private Client Group, is an accomplished author, speaker, and motivator who’s revolutionizing the financial planning and wealth management industry. He helps entrepreneurs achieve multigenerational wealth through personalized strategies, leveraging his strategic planning and financial engineering expertise. Forbes has ranked him as the #1 financial security professional in NJ and #15 nationwide. Additionally, his book, The Ultimate Investment, is a #1 bestseller and new release on Amazon.Connect with MarkWebsite: Mark B Murphy | Northeast Private Client GroupFacebook: Mark B. Murphy | Northeast Private Client Group Instagram: @mark_b_murphyLinkedIn: Mark B. Murphy | Northeast Private Client GroupConnect with UsTo learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call!Follow our social media pages!Facebook: Monument Real Estate CapitalLinkedIn: Monument Real Estate Capital

April 9, 202435 min

Ep53: How To Reach Financial Freedom and A Secure Retirement with Damion Lupo

Join us as Damion Lupo shares his rollercoaster journey from building a $20 million portfolio to pioneering FrameTec, a company revolutionizing the construction industry. Discover actionable insights on taking control of your financial destiny through eQRP, and learn the importance of niche focus for monumental success. So, press play to transform your approach to finance and construction right now. Key takeaways to listen forImportance of resilience and adaptability in entrepreneurshipHow facing financial setbacks can lead to personal and professional growthInsights into the innovation behind FrameTec and its potential impact on the construction industryThe role of eQRP in empowering individuals toward financial freedom and retirement planning Why you need to invest in businesses with a mission and purpose beyond profit Resources mentioned in this episodeMastery by George Leonard | Kindle, Hardcover, and Paperback About Damion LupoDamion Lupo, serving on the Board of Advisors at FrameTec, brings a dynamic blend of experience in private equity real estate, entrepreneurship, and finance. His career is marked by a passion for innovation and a deep understanding of market dynamics. As an entrepreneur, Damion has a keen eye for identifying and capitalizing on investment opportunities, which is instrumental in guiding FrameTec's strategic decisions. His expertise in finance and real estate equips him with a unique perspective on sustainable growth and value creation. Damion's role at FrameTec is critical in providing strategic insights and fostering a culture of innovation and financial acumen, ensuring the company's continued success and leadership in the industry. Connect with DamionWebsite: FrameTec | eQRPPodcast: Financial UnderdogsLinkedIn: Damion Lupo Connect with UsTo learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call!Follow our social media pages!Facebook: Monument Real Estate CapitalLinkedIn: Monument Real Estate Capital

March 19, 202447 min

Ep52: Don’t Invest in Day Trading Blindy by Following These Tips with Anmol Singh

In this episode, we delve into the fascinating world of day trading and investing with Anmol Singh, a prominent figure in the stock market. He provides valuable insights into day trading, investing strategies, and the future of cryptocurrency and real estate. Join us as we explore how to navigate the financial markets, make informed decisions, and achieve financial success.Key takeaways to listen forAnmol's journey from college dorm trading to establishing Live TradersSignificance of pattern recognition and technical analysis in day tradingAn in-depth look at day trading versus long-term investingImpact of cryptocurrency on the financial world and Anmol's perspective on future trendsThe role of real estate in diversifying investment portfolios and the potential of tokenized real estateResources mentioned in this episodePrepping For Success by Anmol Singh | Kindle, Paperback, and HardcoverLofty AISlice SpaceAbout Anmol SinghAnmol Singh is a renowned consultant in the Trading and Investing Industry who has achieved great success through his firm, LiveTraders. Established in 2015, LiveTraders has earned the #1 spot in Trading Education for three consecutive years. With over 1000 traders and investors trained and coached by Anmol, some of his protégés have even established their own hedge funds.Connect with AnmolWebsite: Live TradersX: @DeltaNinetyConnect with UsTo learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call!Follow our social media pages!Facebook: Monument Real Estate CapitalLinkedIn: Monument Real Estate Capital

March 12, 202442 min

Ep51: Buy Back Your Time Using These Proven Tips with Heidi McNulty

Join us in securing your financial future with practical tips and budgeting wisdom from Heidi McNulty. Dial in and explore the power of financial intelligence so you can have the confidence to navigate life's unexpected challenges. Don’t miss these essential money insights for your retirement planning and wellness.Key takeaways to listen forPros and cons of flipping high-end housesEssential tips to achieve financial literacy Buying Time: What it’s for and why you need it3 simple yet effective steps to handle your stress A life lesson on healing and finding love againResources mentioned in this episodeTonny Robins Braveheart Warrior in the Garden by Rob Eastman | Kindle, Hardcover, and Paperback Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback Buying Time by Heidi McNulty | Kindle and Paperback Get ready for the launch of "Buying Time" by Heidi McNulty on March 28th! Discover the keys to financial independence and learn to thrive in uncertain times. Visit HeidiMcNulty.co to learn more and join the celebration!About Heidi McNultyHeidi McNulty is a visionary entrepreneur, investor, and advocate committed toempowering minds and bodies. With a successful exit in 2022, she's a trailblazer in realestate and tech. Co-founder of a holistic gym, she integrates mind, body, and businessprinciples. Her upcoming book, "Buying Time," shares wisdom on wealth and fulfillment.Passionate about mentorship and community impact, Heidi's mission is to inspirepositive change and holistic growth.Connect with Heidi Website: HeidiMcNulty.coInstagram: @heidimcnultyFacebook: Heidi McNultyLinkedIn: Heidi McNultyConnect with UsTo learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call!Follow our social media pages!Facebook: Monument Real Estate CapitalLinkedIn: Monument Real Estate Capital

February 20, 20241 hr 4 min

Ep50: Fuel Your Retirement through Oil and Gas Investments with RJ Burr

Dive into the dynamic world of oil and gas with RJ Burr. Learn valuable insights about the fundamentals of oil and gas investing for beginner investors. Plus, we’ll also explore the vast potential and lucrative opportunities that await domestic oil production for your retirement. So tune in!Key takeaways to listen forA beginner’s guide to oil and gas investingHow RJ got into the oil and gas industryWhy nuclear energy and natural gas are nonviable investment optionsThe role of politics in the American oil industryWhat is the estimated value of an oil production company?Resources mentioned in this episode The Usual SuspectsApollo 13ExxonMobilShell GlobalMarathon OilThink and Grow Rich by Napoleon Hill | Kindle and PaperbackAtlas Shrugged by Ayn Rand | Kindle, Paperback and HardcoverRich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market PaperbackAbout RJ BurrRJ is the President and CEO of Panex (Panther Exploration) Oil and Gas. He is a third-generation producer of American oil. Born into the industry, RJ was in his first location before he could walk and has been fascinated by the production of oil his entire life. Within three months of graduating high school, RJ funded his first partnership and never looked back. With a main focus on the Gulf Coast, RJ’s companies have raised and deployed over 300 million US dollars in upstream development and have partnered with some of the largest oil and gas companies, namely Shell, BP, and Marathon, to develop several million barrels in reserves.Connect with RJWebsite: Invest in American OilFacebook: PanexLinkedIn: Panex CorpEmail: rjburr@panex.usConnect with UsTo learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call!Follow our social media pages!Facebook: Monument Real Estate CapitalLinkedIn: Monument Real Estate Capital

February 13, 202443 min

Ep49: Is Hard Money Lending A Good Business Idea? with Shaun Magner

Get ready for an insightful episode with Shaun Magner as he unfolds his entrance into the world of hard money lending. Explore the dynamic opportunities inherent in this business model and learn about the unexpected parallels it shares with the transformative nature of coaching. Tune in for another venture that might fund your retirement!Key takeaways to listen forA simple practice that can minimize losses in a businessHow to reduce risks when running a hard money lending businessWhy getting into the hard money lending business is a good ideaImpact of having the right business coach and why it mattersInvesting strategy advice entrepreneurs need to rememberResources mentioned in this episode Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Mass Market Paperback, and PaperbackThe Gap and the Gain by Dan Sullivan and Dr. Benjamin Hardy | Kindle, Hardcover, and PaperbackAbout Shaun MagnerShaun is the principal of Monument City Group, a collective of real estate investment companies based in Baltimore, MD. After becoming an accidental landlord in 2013, he found a passion for the industry. He has been a featured guest on numerous podcasts, a keynote speaker at countless industry conferences, and spent years as a coach and speaker for the nation’s top real estate investment education company.Connect with Shaun MagnerWebsite: Monument City CapitalLinkedIn: Shaun MagnerConnect with UsTo learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call!Follow our social media pages!Facebook: Monument Real Estate CapitalLinkedIn: Monument Real Estate Capital

February 6, 202446 min

Ep48: Build and Protect Your Generational Wealth with Whitney Elkins-Hutten, MPH

Join us for another episode with Whitney Elkins-Hutten, MPH, as she reveals crucial insights from her latest book, "Money for Tomorrow," which focuses on passive investing and wealth protection. Press play to learn actionable strategies for growing your wealth and ensuring a secure financial future, regardless of age.Key takeaways to listen forThe why behind the book “Money for Tomorrow”Actionable steps you can take to protect and grow your wealthWhat is a millionaire mindset and spending habit, and what isn’t?A framework to help you achieve the 5 freedoms of lifeEssential investment tips and the benefits of business automationResources mentioned in this episodeEp21: Nurturing a Mindset For Financial Prosperity with Whitney Elkins-HuttenHome Improvement 1-2-3 by Better Homes & Gardens | HardcoverBiggerPocketsTikTokYouTubeInstagramThe 1% Rule by Tommy Baker | Kindle and PaperbackThe ONE Thing by Gary Keller and Jay Papasan | Hardcover and PaperbackGrab your copy of Whitney’s latest book, Money for Tomorrow: How to Build and Protect Generational Wealth. Pre-order now at https://get.biggerpockets.com/whitney/ to transform your financial future right now.About Whitney Elkins-Hutten, MPHWhitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com and Founder of AshWealth.com. She is the author of Money for Tomorrow: How to Build and Protect Generational Wealth, published with BiggerPockets. She is also the co-author of the international #1 bestseller Resilient Women in Life and Business and hosts the Passive Investing Made Simple YouTube show and podcasts. Her portfolio includes being a partner in $800MM+ in real estate, including over 6500+ residential units, 15 express car washes, and more than 2200+ self-storage units across 11 states, and experience flipping over $5MM in residential real estate.Connect with WhitneyWebsite: Passive Investing with Whitney LinkedIn: Whitney Elkins-Hutten, MPHConnect with UsTo learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call!Follow our social media pages!Facebook: Monument Real Estate CapitalLinkedIn: Monument Real Estate Capital