107 episodes

Welcome to The Road to Financial Freedom, CamaPlan’s Premiere Podcast! In each episode, you will learn from successful self-directed investors and the people creating wealth-generating investment opportunities for them. Hear their stories, strategies, tactics, and life lessons that shaped their success to build the knowledge they need to achieve financial freedom. Throughout this series, guests share incredible stories and strategies that include but are not limited to: Self-Directed IRAs, Roth IRAs, real estate, notes, investor hospitality, hard money loans, family investing, multi-family, self-storage, investment funds, Fair Market Values, asset protection, funding purchases, mineral and land rights, and tax liens.

The Road to Financial Freedom CamaPlan Podcasts

    • Business
    • 4.9 • 11 Ratings

Welcome to The Road to Financial Freedom, CamaPlan’s Premiere Podcast! In each episode, you will learn from successful self-directed investors and the people creating wealth-generating investment opportunities for them. Hear their stories, strategies, tactics, and life lessons that shaped their success to build the knowledge they need to achieve financial freedom. Throughout this series, guests share incredible stories and strategies that include but are not limited to: Self-Directed IRAs, Roth IRAs, real estate, notes, investor hospitality, hard money loans, family investing, multi-family, self-storage, investment funds, Fair Market Values, asset protection, funding purchases, mineral and land rights, and tax liens.

    S3, E39: From Teacher to Private Money Lender, with Heather Dreves

    S3, E39: From Teacher to Private Money Lender, with Heather Dreves

    Today's guest, Heather Dreves, is an author, speaker and 15+ year private money veteran, as Secured Investment Corp's Fund Manager. Heather has sold more than $100 million in Trust Deed Mortgages and raised over 30 million in Debt and Equity Funds. She talks about her move from teacher to passive investor and helping others do the same. To hear more about Heather and their story, please make sure to tune into this week's episode of The Road to Financial Freedom. 
    FREE TOOLKIT
    https://camaplan.typeform.com/freetoolkit

    For more information on Heather Dreves:
    LinkedIn: https://www.linkedin.com/in/heather-dreves
    Website: https://securedinvestmentcorp.com/ 

    For more information on CamaPlan:
    https://www.camaplan.com/

    Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:
    Phone: (215) 283-2868
    Toll Free: (866) 559-4430.

    Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:
    Website: https://www.RoadtoFinancialFreedomPodcast.com
    Facebook: https://www.facebook.com/CamaPlanPodcast/
    Instagram: @TheRoadtoFinancialFreedomPod
    LinkPage: https://linkpages.pro/EclTdA

    Remember to like, follow, and share on your favorite podcasting platform!

    CamaPlan SDIRA, LLC
    CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

    The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    • 30 min
    S3, E38: Foreign Currency Trading, with Kevin Jefferson

    S3, E38: Foreign Currency Trading, with Kevin Jefferson

    Today's guest, Kevin Jefferson, is a graduate of the United States Military Academy at West Point and has served as a Field Artillery officer with rapid deployment units worldwide. He has been a financial professional for over 20 years, and has created a trading course that has positioned several of his students to replace their six-figure work incomes and significantly reduce their work hours. He’s helped several client-partners achieve over five & six-figure incomes in less than 12 months. To hear more about Kevin and their story, please make sure to tune into this week's episode of The Road to Financial Freedom. 
    FREE TOOLKIT
    https://camaplan.typeform.com/freetoolkit

    For more information on Kevin Jefferson:
    Website: https://www.fmtrades.com/
    YouTube: https://www.youtube.com/channel/UCUN9RJXmL1HklHj_rteD6pw?view_as=subscriber
    LinkedIn: https://www.linkedin.com/in/kevjeff/
    Instagram: https://www.instagram.com/helpmademillionaire/

    For more information on CamaPlan:
    https://www.camaplan.com/

    Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:
    Phone: (215) 283-2868
    Toll Free: (866) 559-4430.

    Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:
    Website: https://www.RoadtoFinancialFreedomPodcast.com
    Facebook: https://www.facebook.com/CamaPlanPodcast/
    Instagram: @TheRoadtoFinancialFreedomPod
    LinkPage: https://linkpages.pro/EclTdA

    Remember to like, follow, and share on your favorite podcasting platform!

    CamaPlan SDIRA, LLC
    CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

    The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    • 32 min
    S3, E37: Clarity in Leadership, with Margie Oleson

    S3, E37: Clarity in Leadership, with Margie Oleson

    Today's guest, Margie Oleson, is an executive coach and leadership / team development expert with a doctorate in Organization Development. She delivers her coaching with practical strategies and actions for leaders and their leadership teams to build the right foundation for teamwork and productivity. Margie developed Top Team Accelerator, which helps senior leaders and their leadership teams build systems and habits for successful change and sustain improvements going forward. To hear more about Margie and their story, please make sure to tune into this week's episode of The Road to Financial Freedom. 
    FREE TOOLKIT
    https://camaplan.typeform.com/freetoolkit

    For more information on Margie Oleson:
    Website: https://www.oleson-consulting.com/ 

    For more information on CamaPlan:
    https://www.camaplan.com/

    Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:
    Phone: (215) 283-2868
    Toll Free: (866) 559-4430.

    Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:
    Website: https://www.RoadtoFinancialFreedomPodcast.com
    Facebook: https://www.facebook.com/CamaPlanPodcast/
    Instagram: @TheRoadtoFinancialFreedomPod
    LinkPage: https://linkpages.pro/EclTdA

    Remember to like, follow, and share on your favorite podcasting platform!

    CamaPlan SDIRA, LLC
    CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

    The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    • 32 min
    S3, E36: Bite-Sized, with Noah Miller

    S3, E36: Bite-Sized, with Noah Miller

    Today's guest, Noah Miller, is the Founder and President of Royal Palm Funding, a private lender focused on short-term bridge loans in the sub $5MM space. Royal Palm Funding has a nationwide footprint with a focus on commercial real estate and single-family investment properties.  For more than a decade, Miller has been involved in all aspects of the commercial real estate investment lifecycle, specializing in multifamily, office, retail, and NNN asset classes. To hear more about Noah and their story, please make sure to tune into this week's episode of The Road to Financial Freedom. 
    FREE TOOLKIT
    https://camaplan.typeform.com/freetoolkit
    For more information on Noah Miller:
    Email: Noah@RoyalPalmFunding.com
    Website: www.RoyalPalmFunding.com

    For more information on CamaPlan:
    https://www.camaplan.com/

    Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:
    Phone: (215) 283-2868
    Toll Free: (866) 559-4430.

    Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:
    Website: https://www.RoadtoFinancialFreedomPodcast.com
    Facebook: https://www.facebook.com/CamaPlanPodcast/
    Instagram: @TheRoadtoFinancialFreedomPod
    LinkPage: https://linkpages.pro/EclTdA

    Remember to like, follow, and share on your favorite podcasting platform!

    CamaPlan SDIRA, LLC
    CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

    The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    • 34 min
    S3, E35: Single Tenant Commercial Real Estate, with Solomon Thomas

    S3, E35: Single Tenant Commercial Real Estate, with Solomon Thomas

    Today's guest, Solomon Thomas, is an expert in consulting across multiple industries in business development, marketing, and client retention. He has extensive experience in leading high-performance teams in robust solutions selling with complex, enterprise-level solutions as well as being experienced in workflow facility moves, and processes from billing to business modeling, identifying business trends with regards to management with appropriate thorough market research. Solomon has developed an exceptional ability to identify additional revenue streams, cultivate innovative thinking, and identify new business opportunities. To hear more about Solomon and their story, please make sure to tune into this week's episode of The Road to Financial Freedom. 
    FREE TOOLKIT
    https://camaplan.typeform.com/freetoolkit


    For more information on Solomon Thomas:
    Website: http://thomasmanagementrealestategroupllc.invportal.com
    Social Media: @solomonsthomas
    Email: admin@thomasmtrgrp.com

    For more information on CamaPlan:
    https://www.camaplan.com/

    Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:
    Phone: (215) 283-2868
    Toll Free: (866) 559-4430.

    Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:
    Website: https://www.RoadtoFinancialFreedomPodcast.com
    Facebook: https://www.facebook.com/CamaPlanPodcast/
    Instagram: @TheRoadtoFinancialFreedomPod
    LinkPage: https://linkpages.pro/EclTdA

    Remember to like, follow, and share on your favorite podcasting platform!

    CamaPlan SDIRA, LLC
    CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

    The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    • 34 min
    S3, E34: Circuit City's Return, with Ronny Shmoel

    S3, E34: Circuit City's Return, with Ronny Shmoel

    Today's guest, Ronny Shmoel, is a serial entrepreneur with a track record of multiple successful exits. He has been in the eCommerce and marketplace industry for over 20 years and has transformed struggling brands into successful ventures. Ronny's last eCommerce venture became one of the "Top 500 Internet companies in the US" for several consecutive years. He is widely respected in the business world and has been recognized numerous times for his groundbreaking accomplishments in the eCommerce and consumer electronics industries. To hear more about Ronny and their story, please make sure to tune into this week's episode of The Road to Financial Freedom. 
    FREE TOOLKIT
    https://camaplan.typeform.com/freetoolkit
    For more information on Ronny Shmoel:
    Website: https://www.circuitcity.com
    LinkedIn: https://www.linkedin.com/in/ronnyshmoel/
    Email: investor.relations@circuitcity.com

    For more information on CamaPlan:
    https://www.camaplan.com/

    Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:
    Phone: (215) 283-2868
    Toll Free: (866) 559-4430.

    Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:
    Website: https://www.RoadtoFinancialFreedomPodcast.com
    Facebook: https://www.facebook.com/CamaPlanPodcast/
    Instagram: @TheRoadtoFinancialFreedomPod
    LinkPage: https://linkpages.pro/EclTdA

    Remember to like, follow, and share on your favorite podcasting platform!

    CamaPlan SDIRA, LLC
    CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

    The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    • 42 min

Customer Reviews

4.9 out of 5
11 Ratings

11 Ratings

AJ Shepard ,

Notes for real estate

Great information on how to grow your wealth and episode 25 with Michael Jones is great content if you are interested in learning the ins and outs of how to invest in real estate notes!

Fred_M_22 ,

Top notch podcast!

Excellent content, engaging host, and high quality production. When seeking a podcast to learn about actionable steps to secure your financial freedom, look no further!

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