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Retire Wealthy and Happy

Retire Wealthy and Happy

By: Ben Waller Earl Cline and Roger Jacobsen
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About this listen

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!

© 2024 Retire Wealthy and Happy
Economics Personal Finance
Episodes
  • Ep57: How to Build a Debt-Free Real Estate Portfolio with Joel Friedland, SIOR
    Jun 18 2024

    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 for

    • Tips on acquiring industrial properties with high returns and minimal risk
    • Game-changing direct negotiation tactics for sealing lucrative deals
    • Why do you need to adopt a debt-free investment philosophy?
    • Benefits of long-term property investment
    • The value of mentorship and fostering the next generation of investors



    Resources mentioned in this episode

    • The Four Agreements by Don Miguel Ruiz | Kindle, Hardcover, and Paperback



    About Joel Friedland, SIOR
    Joel 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 Joel

    • Website: Brit Properties
    • LinkedIn: Joel Friedland, SIOR



    Connect with Us

    To 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 Capital
    LinkedIn: Monument Real Estate Capital

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    34 mins
  • Ep56: Retire 5 to 10 Years Earlier by Following These Finance Tips! with Amy Cook, CFP®
    Jun 11 2024

    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 for

    • How subconscious stories about money impact your ability to make empowered financial decisions
    • Practical steps to significantly reduce your retirement timeline
    • Techniques to help you overcome investment anxiety
    • Real estate strategies to generate additional income and build wealth
    • The importance of creating and practicing sustainable financial habits



    Resources mentioned in this episode

    • Your Money Narrative by Amy R. Cook CFP® | Kindle and Hardcover
    • The Richest Man in Babylon by George S. Clason | Hardcover and Paperback
    • The Millionaire Next Door by Thomas J. Stanley and William D. Danko | Hardcover and Paperback


    Do 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 Amy
    Website: Your Money Narrative | Maven Lane Financial Group



    Connect with Us
    To 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 Capital
    LinkedIn: Monument Real Estate Capital

    Show More Show Less
    38 mins
  • Ep55: Proven Strategies to Maximize E-commerce Profits with Minimal Time Investment with Will Basta
    Jun 4 2024

    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 for

    • Insights into starting and scaling an e-commerce business
    • How does AI help in predicting market trends and optimizing e-commerce operations?
    • Global market expansions and opportunities for e-commerce businesses
    • Why are e-commerce businesses considered digital real estate?
    • Strategies for securing investments in e-commerce with data-backed guarantees



    Resources mentioned in this episode

    • TikTok Shop Create joy and sell more
    • Amazon.com
    • Atomic Habits by James Clear | Kindle, Hardcover, and Paperback



    About Will Basta
    When 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 Will

    • Website: ACV
    • Instagram: @ecomwithacv
    • YouTube: ACV: Accelerated eCom Ventures



    Connect with Us
    To 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 Capital
    LinkedIn: Monument Real Estate Capital

    Show More Show Less
    28 mins

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