Discover"Inspired to Invest" Podcast
"Inspired to Invest" Podcast
Claim Ownership

"Inspired to Invest" Podcast

Author: Serena Holmes

Subscribed: 0Played: 1
Share

Description

The "Inspired To Invest" Podcast shares stories from inspirational business owners, entrepreneurs and real estate investors, how/why they got started, challenges/obstacles faced, successes achieved, lessons learned and much more.

Never miss an episode!

The host of "Inspired To Invest", Serena Holmes, ran her own multi-award winning brand experience agency for 18 years and has been investing in real estate for over ten years.

Throughout the course of her career, she has had the chance to get to know some super amazing people who have taken charge of their lives to start a business and/or invest in real estate to completely change the trajectory of their finances, their future, and the legacy they will leave behind for their family.

With this said, the concept for “Inspired To Invest” was born. Please join in as we journey through the episodes, featuring inspiring stories from business owners, entrepreneurs, and real estate investors.

We hope that by hearing these stories that you will find the inspiration, encouragement, and confidence, to get started on your own path.

"When you invest in yourself, the sky's the limit!"

To watch episodes rather than listen to them, go to Serena's YouTube page: https://www.youtube.com/@serenaholmesrealtor/podcasts and make sure you subscribe!

For past episodes or to apply to be on the show, go to https://linktr.ee/inspiredtoinvestpodcast and to get in touch directly, go to inspiredtoinvestpodcast@gmail.com.

In addition, Serena recently launched a new business called Executive Lens. Turn content into connection! At Executive Lens, we curate compelling content to help busy business owners, executives, and investors build powerful personal brands on LinkedIn and beyond. After all, attraction is the ultimate flex! Learn more at https://executivelens.co

Thank you in advance for your support.
129 Episodes
Reverse
Is creating generational wealth for your family one of your financial goals?Welcome back to Inspired To Invest. This week, Shannon Robnett is with us for ep131. To watch rather than listen, click here.Shannon is the founder of Shannon Robnett Industries. He is a seasoned real estate developer and syndicator with over 30 years of experience in construction, multifamily development, alternative assets, and tax-advantaged investing.Shannon has helped investors deploy more than $70M+ into real estate, combining disciplined development strategies with intentional tax planning to create income, preserve capital, and build generational legacy.You could be wondering…What does it REALLY take to build long-term wealth through real estate development and how do sophisticated investors use the tax code to their advantage?In this conversation, we go deep into:• How Shannon transitioned from hands-on construction to large-scale real estate development• Why experience and contingency planning matter more than aggressive projections• What most new syndicators misunderstand about investor trust and responsibility• How tax strategies like bonus depreciation, Opportunity Zones, Section 179, QBI, and IRA/Roth planning can dramatically change after-tax returns• Why investors need a tax advisor, not just an accountant• How development creates unique opportunities for long-term tax efficiency• The mindset shift from chasing growth to building impact, stability, and legacy• Why transparency and communication are non-negotiable in investor relationshipsWe also explore one of Shannon’s most unique projects to date—an aquarium redevelopment inside an Opportunity Zone—and how creative problem-solving, values, and long-term thinking can turn obstacles into opportunity.This episode is for:✔️ Passive investors✔️ Active real estate investors✔️ Business owners and high-income earners✔️ Anyone thinking about wealth beyond just returnsIf you care about freedom, family, tax efficiency, and legacy, this conversation will expand how you think about real estate investing.Learn more about the tax advantages the wealthy are using to grow their networth! Click here.👇 If you found value here:• Subscribe to the channel• Ring the 🔔 so you don’t miss future episodes• Share this with someone serious about building wealth the right wayAnd to connect with Shannon, go to shannonrobnett.com online, on Instagram and linkedin. Thank you to NOIC Academy for bringing us this month’s episodes!NOIC Academy is located in Markham, Ontario, Canada, is a full-time, high-end private boarding high school. Established in 2004, NOIC currently operates one campus and one dormitory, serving thousands of on-site and online students. The school has over 200 faculty and staff members, including more than 100 educational leaders and certified licensed teachers.To find out more, click here.“Inspired to Invest” is proud to support the Beyond Success Program, a not-for-profit financial literacy program for students, launched by More To Give & MAK Investments. Find out more at @more2give.ca.➕ Follow Serena Holmes for insights on business, branding, real estate, investing, wealth (and more!). I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀⏱️ Timestamps00:00 – Introduction & Shannon’s background in real estate01:20 – Growing up in a real estate family and choosing development04:00 – Transitioning from construction to owning assets06:15 – Scaling into multifamily and large development projects08:10 – Capital raising lessons & investor trust11:20 – Why projections matter less than experience14:15 – Health challenges, delegation, and building a strong team17:10 – Creative development deals & Opportunity Zones20:20 – Tax strategies investors need to understand24:30 – Bonus depreciation, QBI, Section 179 & long-term planning27:40 – IRA & Roth strategies unique to development32:30 – Legacy, impact, and building wealth that outlives you36:10 – Final thoughts & where to find Shannon ➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!).  I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 __________________ Attention Real Estate Investors! Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Learn more about this proven system!__________________Want to invest in real estate with all of the security and cash flow of ownership, but none of the landlord headaches? Learn more about SHARE, one of the largest asset management companies in the United States, with a turnkey "done for you" ownership program for investors. Find out more!__________________ Financial Advisors! Let me introduce you to your new secret weapon to help you land new clients, and maintain them for many years to come. Advisor Innovation Lab provides AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. __________________ How would you like to get paid for your opinion?! Sign up with User Interviews & start earning!__________________📧 Sign Up For My Monthly ROI Report on LinkedIn! It's loaded with valuable content for buyers, sellers, investors, and homeowners.__________________ 💰 Turn content into connection! At Executive Lens, we curate compelling content to help busy business owners, executives, and investors build powerful personal brands on LinkedIn and beyond. After all, attraction is the ultimate flex! 💫Download our FREE EBOOK - The Ultimate Guide To Building Your Personal Brand On Linked 💫__________________ 🎙️Want To Be Featured On Podcasts Ranking In The Top 5%? Find Out How You Can Get Featured To Build Your Personal Brand. Find out more about That1💯 __________________ 🚀 CHECK OUT MORE INCREDIBLE CONTENT ON ‘INSPIRED TO INVEST” 🚀 👉🏼YouTube & Instagram   __________________        LET’S CONNECT ON SOCIAL MEDIA 💥 → Instagram→ LinkedIn→ TikTok→ OnlineSerena Holmes is a licensed REALTOR®, real estate investor, real estate investing coach, podcast host, published author and chief content officer of Executive Lens. She is also the former CEO of Tigris Events, a multi award winning brand experience agency.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
From market crash to cash flow! What does it REALLY take to live off real estate not just own a few rentals, but build true financial freedom, time freedom, and legacy wealth? Welcome back to ep130 of Inspired To Invest. To watch rather than listen, click HERE.This week, I sit down with Jo Anna Wright, the founder of Bottom Line Wealth. We unpack her 25-year journey in real estate, from losing everything during the 2008 financial crisis to rebuilding a portfolio that now spans multiple states, asset classes, and even international boutique hotels. Jo Anna has personally managed over $13 million in assets, trained thousands of students nationwide, and is on a mission to help women, especially those over 40, ditch the banks, invest with confidence, and retire on their own terms. In this conversation, Jo Anna pulls back the curtain on: • How the 2008 banking collapse really unfolded from inside the mortgage industry • Why she pivoted from traditional lending into creative real estate strategies • How subject-to deals and seller financing actually work (and why they’re legal) • The mindset shift required to move from single-family homes into multifamily investing • Why cash flow on day one is non-negotiable in her deals • What most investors get wrong about communication, transparency, and stewardship of capital • How real estate created job-optional living, time freedom, and location independence • Why women invest differently — and why that’s a competitive advantage • The lessons she’s learned coaching investors from their first flip to multifamily portfolios This episode is especially powerful if: ✔️ You’re rebuilding after a financial setback ✔️ You want income that doesn’t depend on a paycheck ✔️ You’re curious about creative finance beyond traditional mortgages ✔️ You’re a woman looking for community, mentorship, and real-world investing strategies ✔️ You believe wealth should support your life — not consume it 💡 Jo Anna’s philosophy is simple: make it happen. Pivot when needed. Be impeccable with your word. Build wealth that lasts. ________________________________________ 🔔 Don’t Miss Future Episodes If you enjoyed this conversation, subscribe to Inspired To Invest and ring the bell so you never miss an episode featuring real investors, real strategies, and real conversations about money, freedom, and legacy. 👍 Like this episode💬 Comment with your biggest takeaway 📩 Share it with someone who needs to hear this message ________________________________________ 🌐 Connect with Jo Anna Wright • Website: BottomLineWealth.net • Text Jo Anna directly: 209-346-1014 (tell her you came from Inspired To Invest) ________________________________________ Thank you to NOIC Academy for bringing us this month’s episodes!NOIC Academy is located in Markham, Ontario, Canada, is a full-time, high-end private boarding high school. Established in 2004, NOIC currently operates one campus and one dormitory, serving thousands of on-site and online students. The school has over 200 faculty and staff members, including more than 100 educational leaders and certified licensed teachers.“Inspired to Invest” is proud to support the Beyond Success Program, a not-for-profit financial literacy program for students, launched by More To Give & MAK Investments. Find out more at @more2give.ca.➕ Follow Serena Holmes for insights on business, branding, real estate, investing, wealth (and more!). I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 ________________________________________  ⏱️ Timestamps 00:00 – Welcome to Inspired To Invest 00:45 – Jo Anna’s background & early career before real estate 02:20 – Inside the 2008 financial collapse (mortgage industry perspective) 05:30 – Losing everything & rebuilding through real estate 07:15 – Pivoting from mortgage broker to investor & realtor 09:20 – From single-family homes to multifamily investing 12:40 – Investing across multiple states & asset classes 13:15 – Boutique hotels, short-term rentals & international resorts 16:10 – What actually makes a deal a “cash cow” 18:45 – The biggest lessons learned managing investor capital 20:10 – Coaching women into confident real estate investors 22:20 – Creative finance explained: subject-to & seller financing 24:30 – How subject-to deals really work (and common misconceptions) 27:40 – Living off cash flow & creating job-optional life 31:30 – Why women invest differently — and why it matters 34:10 – Best advice Joanna has ever received 35:45 – Joanna’s favorite quote & personal mantra 40:30 – How to connect with Jo Anna Wright   ➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!).  I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 __________________ Attention Real Estate Investors! Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Learn more about this proven system!__________________Want to invest in real estate with all of the security and cash flow of ownership, but none of the landlord headaches? Learn more about SHARE, one of the largest asset management companies in the United States, with a turnkey "done for you" ownership program for investors. Find out more!__________________ Financial Advisors! Let me introduce you to your new secret weapon to help you land new clients, and maintain them for many years to come. Advisor Innovation Lab provides AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. __________________ How would you like to get paid for your opinion?! Sign up with User Interviews & start earning!__________________📧 Sign Up For My Monthly ROI Report on LinkedIn! It's loaded with valuable content for buyers, sellers, investors, and homeowners.__________________ 💰 Turn content into connection! At Executive Lens, we curate compelling content to help busy business owners, executives, and investors build powerful personal brands on LinkedIn and beyond. After all, attraction is the ultimate flex! 💫Download our FREE EBOOK - The Ultimate Guide To Building Your Personal Brand On Linked 💫__________________ 🎙️Want To Be Featured On Podcasts Ranking In The Top 5%? Find Out How You Can Get Featured To Build Your Personal Brand. Find out more about That1💯 __________________ 🚀 CHECK OUT MORE INCREDIBLE CONTENT ON ‘INSPIRED TO INVEST” 🚀 👉🏼YouTube & Instagram   __________________        LET’S CONNECT ON SOCIAL MEDIA 💥 → Instagram→ LinkedIn→ TikTok→ OnlineSerena Holmes is a licensed REALTOR®, real estate investor, real estate investing coach, podcast host, published author and chief content officer of Executive Lens. She is also the former CEO of Tigris Events, a multi award winning brand experience agency.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Artificial intelligence isn’t evolving business… It’s rewriting the rules entirely.Welcome back to Inspired To Invest, this week Peter Swain is here for episode 129.If you'd rather watch than listen, CLICK HERE.He is a global AI and digital disruption strategist from Wiltshire, England. With over 30 years at the front lines of every major technology shift. From the birth of the web to today’s rise of agentic AI, Peter shares what most entrepreneurs, investors, and leaders are still getting dangerously wrong.This conversation goes far beyond surface-level AI tools.Peter breaks down:Why AI is not an evolution, but a paradigm shiftHow automation is quietly reclaiming 20+ hours per month inside businessesThe real risks of AI such as identity theft, voice cloning, digital ransom and how to protect your familyWhy avoiding AI actually makes things worse, not saferHow AI-driven sales systems are changing lead conversion foreverThe uncomfortable truth about intellectual property, regulation, and global enforcementWhat the next 2–3 years may hold for employment, productivity, and economic pressure (speculative, but grounded)If you’re an entrepreneur, real estate investor, executive, or business owner trying to future-proof your company, this episode is a must-watch.To connect with Peter, go to peterswain.com online or @peterswain247 on social. 👉 If this conversation made you think differently about AI, make sure to subscribe to Inspired To Invest and ring the bell 🔔 so you never miss an episode.New conversations drop regularly with investors, founders, and industry leaders who are shaping the future of business.🎙️ Inspired To Invest is where real conversations meet real strategy — because when you invest in yourself, the sky’s the limit. ⏱️ Timestamps / Chapters00:00 – Welcome & introduction to Peter Swain01:35 – From coding at age 6 to building the early web03:15 – Why AI is a paradigm shift, not an evolution05:25 – The real dangers of ignoring AI07:15 – AI, identity theft & digital ransom explained09:10 – How to protect your family with a simple code-word strategy11:40 – AI, intellectual property & copyright realities15:05 – Why global AI regulation is failing17:20 – Automating 19 hours of work into seconds19:55 – AI in sales: lead enrichment & real-time coaching22:10 – The craziest entrepreneurial story (the copper dust deal)24:30 – Proud or rich? The mindset shift every founder needs27:15 – AI, unemployment & what the next 2–3 years may bring (speculative)29:40 – Low-hanging AI wins for small business owners31:30 – Entrepreneurship, freedom & responsibility33:20 – Who Peter works with & how to connect36:45 – Final thoughts + Inspired To Invest closing message ➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!).  I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 __________________ Attention Real Estate Investors! Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Learn more about this proven system!__________________Want to invest in real estate with all of the security and cash flow of ownership, but none of the landlord headaches? Learn more about SHARE, one of the largest asset management companies in the United States, with a turnkey "done for you" ownership program for investors. Find out more!__________________ Financial Advisors! Let me introduce you to your new secret weapon to help you land new clients, and maintain them for many years to come. Advisor Innovation Lab provides AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. __________________ How would you like to get paid for your opinion?! Sign up with User Interviews & start earning!__________________📧 Sign Up For My Monthly ROI Report on LinkedIn! It's loaded with valuable content for buyers, sellers, investors, and homeowners.__________________ 💰 Turn content into connection! At Executive Lens, we curate compelling content to help busy business owners, executives, and investors build powerful personal brands on LinkedIn and beyond. After all, attraction is the ultimate flex! 💫Download our FREE EBOOK - The Ultimate Guide To Building Your Personal Brand On Linked 💫__________________ 🎙️Want To Be Featured On Podcasts Ranking In The Top 5%? Find Out How You Can Get Featured To Build Your Personal Brand. Find out more about That1💯 __________________ 🚀 CHECK OUT MORE INCREDIBLE CONTENT ON ‘INSPIRED TO INVEST” 🚀 👉🏼YouTube & Instagram   __________________        LET’S CONNECT ON SOCIAL MEDIA 💥 → Instagram→ LinkedIn→ TikTok→ OnlineSerena Holmes is a licensed REALTOR®, real estate investor, real estate investing coach, podcast host, published author and chief content officer of Executive Lens. She is also the former CEO of Tigris Events, a multi award winning brand experience agency.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What does it really take to go from working as a corrections officer to becoming a full-time real estate investor, operator, and developer?Welcome back to Inspired To Invest. This week, Belen Hipskind is joining us for episode 128.To watch rather than listen, click here.Belen is a hands-on real estate investor based in Ponca City, Oklahoma, who has rehabbed, rented, and sold 50+ units in just six years — while raising a family and building a legacy-driven business.Belen shares her raw, real-world journey:Leaving a demanding, male-dominated careerStarting as a DIY rehabberLearning painful lessons with out-of-state investingDiscovering private money through InstagramBuilding her own construction teamScaling into mixed-use commercial redevelopmentThis conversation goes far beyond theory. It’s about:✔️ cash flow✔️ systems✔️ mistakes you don’t want to repeat✔️ working with contractors✔️ navigating city permits✔️ being a woman in the trades✔️ and creating freedom without sacrificing family🏗️ What You’ll Learn in This Episode:How Belen transitioned from DIY renovations to larger commercial and mixed-use projectsWhy private money became the key to her ability to scaleThe real cost of skipping inspections (and how to avoid six-figure mistakes)Why building your own construction team can be a massive advantageHow Instagram unexpectedly became a capital-raising toolThe realities of working with municipalities, permits, and inspectorsWhy real estate isn’t passive — but can still create freedomWhat it takes to build a business that supports your life (not the other way around)This episode is especially powerful for:🎯 women investors🎯 parents building legacy wealth🎯 operators ready to scale🎯 anyone stuck between “doing it all themselves” and building real systemsTo connect with Belen, go to @belen_the_builder on Instagram or trivestdevelopment.com online. Thank you to TenantPay for bringing us this month’s episodes!Say goodbye to rent hassles. TenantPay is a powerful and convenient tool designed to streamline and enhance your property management experience. With user-friendly features and intuitive navigation, the portal empowers landlords like you to efficiently oversee your properties, tenants, and finances.Sign up here!https://manage.tenantpay.com/sign-up?utm_source=serena_holmes&utm_medium=influencer&utm_campaign=tenantpay_rent_promo🔔 Don’t Miss Future EpisodesIf conversations like this inspire you to think bigger about wealth, freedom, and legacy:👉 Subscribe to the channel👉 Ring the bell so you never miss a new episode of Inspired To Invest👉 Share this with someone who needs to hear that building wealth is possible ⏱️ Timestamps (Placed Last as Requested)00:00 – Introduction & Belen’s background01:15 – From corrections officer to real estate investing03:40 – Discovering real estate through Rich Dad Poor Dad04:15 – Divorce, independence & continuing solo in real estate06:10 – DIY rehabs and early out-of-state investing mistakes08:45 – The contractor nightmare that changed everything11:30 – Why inspections matter (and the costly lesson learned)13:40 – Using Instagram to attract private money lenders16:50 – How private capital unlocked scaling18:20 – Building an in-house construction team20:20 – Transitioning into mixed-use & commercial redevelopment22:30 – Working with city inspectors & permitting challenges27:40 – Being a woman in a male-dominated industry29:20 – Mentorship, masterminds & paying for speed31:30 – The best advice for new real estate investors34:10 – Legacy, family & designing life through real estate ➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!).  I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 __________________ Attention Real Estate Investors! Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Learn more about this proven system!__________________Want to invest in real estate with all of the security and cash flow of ownership, but none of the landlord headaches? Learn more about SHARE, one of the largest asset management companies in the United States, with a turnkey "done for you" ownership program for investors. Find out more!__________________ Financial Advisors! Let me introduce you to your new secret weapon to help you land new clients, and maintain them for many years to come. Advisor Innovation Lab provides AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. __________________ How would you like to get paid for your opinion?! Sign up with User Interviews & start earning!__________________📧 Sign Up For My Monthly ROI Report on LinkedIn! It's loaded with valuable content for buyers, sellers, investors, and homeowners.__________________ 💰 Turn content into connection! At Executive Lens, we curate compelling content to help busy business owners, executives, and investors build powerful personal brands on LinkedIn and beyond. After all, attraction is the ultimate flex! 💫Download our FREE EBOOK - The Ultimate Guide To Building Your Personal Brand On Linked 💫__________________ 🎙️Want To Be Featured On Podcasts Ranking In The Top 5%? Find Out How You Can Get Featured To Build Your Personal Brand. Find out more about That1💯 __________________ 🚀 CHECK OUT MORE INCREDIBLE CONTENT ON ‘INSPIRED TO INVEST” 🚀 👉🏼YouTube & Instagram   __________________        LET’S CONNECT ON SOCIAL MEDIA 💥 → Instagram→ LinkedIn→ TikTok→ OnlineSerena Holmes is a licensed REALTOR®, real estate investor, real estate investing coach, podcast host, published author and chief content officer of Executive Lens. She is also the former CEO of Tigris Events, a multi award winning brand experience agency.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Cybersecurity is no longer just an IT problem. It’s a leadership, business risk, and personal responsibility issue, especially in the age of AI.Welcome back to ep127 of Inspired To Invest with Dominic Vogel.If you'd rather watch than listen, CLICK HERE.Dominic is a globally recognized cybersecurity expert and President of Vogel Cyber Leadership and Coaching, to unpack how cyber threats have evolved and what business owners, executives, and families must do to protect themselves.With over 20 years of experience in cybersecurity, Dominic shares real-world stories of ransomware attacks, phishing scams, boardroom wake-up calls, and why even small businesses and solopreneurs are now prime targets. As AI accelerates the speed, scale, and sophistication of cybercrime, the old mindset of “IT will handle it” no longer works.In this conversation, you’ll learn:Why AI has dramatically increased cyber risk for businesses of all sizesHow ransomware and phishing attacks actually start—and why smart people still fall for themThe biggest mistake leaders make by treating cybersecurity as a technical issue instead of a business riskWhy cyber insurance alone is not enoughHow to identify what truly needs protection in your business (hint: it’s not everything)The role leadership, culture, and human behavior play in preventing breachesPractical steps every organization should take today—including multi-factor authenticationHow to think about cybersecurity for your personal identity and family, not just your companyDominic also shares unforgettable stories - from helping a pool party company recover from ransomware, to showing a board of directors how cyber negligence could cost them their mega yachts. (Yes, really.)If you’re a founder, investor, executive, or entrepreneur navigating growth, disruption, or digital transformation—this episode will change how you think about cybersecurity forever.To connect with Dominic, find him on LinkedIn https://ca.linkedin.com/in/domvogel Thank you to TenantPay for bringing us this month’s episodes!Say goodbye to rent hassles. TenantPay is a powerful and convenient tool designed to streamline and enhance your property management experience. With user-friendly features and intuitive navigation, the portal empowers landlords like you to efficiently oversee your properties, tenants, and finances.Sign up now!👇 Don’t forget to LIKE, SUBSCRIBE, and RING THE BELL so you never miss future episodes of Inspired To Invest.New conversations drop regularly with leaders, experts, and investors who help you protect and grow what matters most.🔔 Subscribe and turn on notifications to stay ahead of business risk, leadership trends, and smarter investing.🎧 Listen, learn, and remember: when you invest in yourself, the sky’s the limit.⏱️ Timestamps00:00 – Welcome to Inspired To Invest00:50 – Dominic Vogel’s cybersecurity journey (20+ years in the field)02:15 – How cybersecurity has evolved from IT issue to business risk04:30 – The impact of AI on cyber threats, phishing, and fraud06:15 – Why small businesses are now prime targets for hackers08:05 – Real ransomware story: how breaches actually begin10:15 – Why executives and boards can be held personally liable12:15 – Cyber insurance myths and why it’s not a safety net14:30 – Understanding what truly needs protection in your business17:40 – The role of leadership, culture, and human behavior in security18:20 – The “mega yacht” story: getting board buy-in for cyber risk21:50 – Lessons learned from 20+ years advising organizations24:10 – Dominic’s top 3 cybersecurity action steps for leaders27:30 – Cybersecurity for personal identity and families29:00 – Building a human-centered brand in a technical industry30:15 – What’s next for Dominic and the future of cyber leadership31:20 – Final advice and how to connect with Dominic32:30 – Closing thoughts: investing in the human experience ➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!).  I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 __________________ Attention Real Estate Investors! Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Learn more about this proven system!__________________Want to invest in real estate with all of the security and cash flow of ownership, but none of the landlord headaches? Learn more about SHARE, one of the largest asset management companies in the United States, with a turnkey "done for you" ownership program for investors. Find out more!__________________ Financial Advisors! Let me introduce you to your new secret weapon to help you land new clients, and maintain them for many years to come. Advisor Innovation Lab provides AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. __________________ How would you like to get paid for your opinion?! Sign up with User Interviews & start earning!__________________📧 Sign Up For My Monthly ROI Report on LinkedIn! It's loaded with valuable content for buyers, sellers, investors, and homeowners.__________________ 💰 Turn content into connection! At Executive Lens, we curate compelling content to help busy business owners, executives, and investors build powerful personal brands on LinkedIn and beyond. After all, attraction is the ultimate flex! 💫Download our FREE EBOOK - The Ultimate Guide To Building Your Personal Brand On Linked 💫__________________ 🎙️Want To Be Featured On Podcasts Ranking In The Top 5%? Find Out How You Can Get Featured To Build Your Personal Brand. Find out more about That1💯 __________________ 🚀 CHECK OUT MORE INCREDIBLE CONTENT ON ‘INSPIRED TO INVEST” 🚀 👉🏼YouTube & Instagram   __________________        LET’S CONNECT ON SOCIAL MEDIA 💥 → Instagram→ LinkedIn→ TikTok→ OnlineSerena Holmes is a licensed REALTOR®, real estate investor, real estate investing coach, podcast host, published author and chief content officer of Executive Lens. She is also the former CEO of Tigris Events, a multi award winning brand experience agency.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
How do you reinvent yourself in the midst of a successful career? Welcome back to Inspired To Invest. This week, Terry Kirk is here for ep126. To watch rather than listen, click here.Terry is a former courtroom lawyer turned tech innovator and award-winning novelist. In this episode, we explore how reinvention, resilience, and creativity can shape a fulfilling second act. Terry’s debut novel, Pitfall (Bay Press 2025), was named a Top Book to Read by CBC Books. With her next release, Plunder, on the horizon, she shares how storytelling became the next chapter in a life once defined by law, leadership, and entrepreneurship. In this powerful conversation, you’ll discover: ✅ How Terry knew it was time to pivot from law to entrepreneurship. ✅ The lessons she learned building three technology ventures (including Funding Portal). ✅ Why she believes AI can be both a tool and a threat to creative work. ✅ How persistence, partnership, and purpose fuel every successful pivot. ✅ What it takes to write a novel that turns complex financial systems into deeply human stories. If you’ve ever wondered how to reinvent yourself, start a new venture later in life, or merge logic with creativity — this episode is a must-watch. 💡 Learn more about Terry’s work: https://terrykirkbooks.com 🔔 Don’t forget: Subscribe, ring the bell for weekly interviews, and join us as we explore the intersection of money, mindset, and meaning through real stories of reinvention and investment. Thank you to TenantPay for bringing us this month’s episodes!Say goodbye to rent hassles. TenantPay is a powerful and convenient tool designed to streamline and enhance your property management experience. With user-friendly features and intuitive navigation, the portal empowers landlords like you to efficiently oversee your properties, tenants, and finances.Sign up HERE.Inspired To Invest proudly supports the Beyond Success Program, a not-for-profit financial literacy initiative for students, launched by More To Give & MAK Investments. Learn more at @more2give.ca. ➕ Follow Serena Holmes for expert insights on personal branding, business, real estate, investing, and wealth creation. Let’s build wealth together because "when you invest in yourself, the sky's the limit" 🚀  ➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!).  I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 __________________ Attention Real Estate Investors! Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Learn more about this proven system!__________________Want to invest in real estate with all of the security and cash flow of ownership, but none of the landlord headaches? Learn more about SHARE, one of the largest asset management companies in the United States, with a turnkey "done for you" ownership program for investors. Find out more!__________________ Financial Advisors! Let me introduce you to your new secret weapon to help you land new clients, and maintain them for many years to come. Advisor Innovation Lab provides AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. __________________ How would you like to get paid for your opinion?! Sign up with User Interviews & start earning!__________________📧 Sign Up For My Monthly ROI Report on LinkedIn! It's loaded with valuable content for buyers, sellers, investors, and homeowners.__________________ 💰 Turn content into connection! At Executive Lens, we curate compelling content to help busy business owners, executives, and investors build powerful personal brands on LinkedIn and beyond. After all, attraction is the ultimate flex! 💫Download our FREE EBOOK - The Ultimate Guide To Building Your Personal Brand On Linked 💫__________________ 🎙️Want To Be Featured On Podcasts Ranking In The Top 5%? Find Out How You Can Get Featured To Build Your Personal Brand. Find out more about That1💯 __________________ 🚀 CHECK OUT MORE INCREDIBLE CONTENT ON ‘INSPIRED TO INVEST” 🚀 👉🏼YouTube & Instagram   __________________        LET’S CONNECT ON SOCIAL MEDIA 💥 → Instagram→ LinkedIn→ TikTok→ OnlineSerena Holmes is a licensed REALTOR®, real estate investor, real estate investing coach, podcast host, published author and chief content officer of Executive Lens. She is also the former CEO of Tigris Events, a multi award winning brand experience agency.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
If you’ve ever wondered how far grit, creativity, and pure resilience can take you in real estate… this episode will stick with you.Welcome back to episode 125 of Inspired To Invest. To watch rather than listen, click here.In today’s conversation, I sit down with Shawn Getty, one of the most explosive success stories in Canadian real estate. In just six years, Shawn went from broke, injured, newly divorced, and living on a mattress in a rented room… to becoming one of the highest-selling solo agents in the country with 186 deals in a single year — and now leading one of Canada’s largest real estate teams, closing around 500 transactions annually with eXp Realty.And the best part?Nothing about his journey was “easy.”It was built on hustle, door knocking, social media strategy long before it was cool, and a level of belief in himself that outworked every disadvantage stacked against him.🔥 What You’ll Learn in This EpisodeThis isn’t a highlight reel — it’s the truth about what it actually takes to build a real estate business from nothing.We cover:🚀 How Shawn Got Started While Completely BrokeShawn shares the raw story of being six months behind on bills, selling his furniture for food, hiding his car from repossession, and trying to break into real estate during one of Calgary’s toughest markets.💡 The Exact Prospecting Strategies He Used to Get His First DealsIncluding how he generated business from:Door knocking (up to 300 doors per day)Calling through his sphere with zero “salesy” tacticsHyper-local social media commentingFree Facebook Marketplace listing blitzes that produced 20+ deals a yearThese are practical, repeatable, zero-budget strategies new realtors can use right now.📱 How He Built Local Celebrity Status Through Social MediaShawn breaks down his “Blitz Strategy,” how he reverse-engineered Instagram to get hyper-local exposure, and how he turned simple DMs and comments into thousands of followers and a consistent pipeline.💪 The Mindset Shift That Finally Changed EverythingShawn talks about the real reason most agents fail:They set income goals instead of skill-building goals.He explains the power of focusing on reps, not results — and why the first year should be dedicated to mastering skills, schedule, and strategy.🤯 The Wildest Story From His Career (A Foreclosure You Won’t Believe)From a nine-hour drive in a blizzard… to a homeowner chasing him outside barefoot… to selling a listing with no photos.This one is unforgettable.🎯 The One Piece of Advice He Wishes Every New Realtor Would HearIf you're building a solo business or considering growing a team, this segment is gold.🌟 Why This Episode MattersShawn’s journey is a reminder that your starting point doesn’t define your destination.Whether you're a brand-new agent, an agent struggling to find momentum, or someone thinking about a reinvention — this episode will give you the roadmap, the inspiration, and the tactical steps to move forward.To connect with Shawn, click here🔔 If you enjoy conversations like this, make sure to hit SUBSCRIBE and tap the bell so you never miss an episode of Inspired To Invest.Thank you to M1 Capital Connectors for bringing us this month’s episodes. Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Find out how! Inspired To Invest proudly supports the Beyond Success Program, a not-for-profit financial literacy initiative for students, launched by More To Give & MAK Investments. Learn more at @more2give.ca.➕ Follow Serena Holmes for expert insights on personal branding, business, real estate, investing, and wealth creation. Let’s build wealth together because "when you invest in yourself, the sky's the limit" 🚀   ➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!).  I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 __________________ Attention Real Estate Investors! Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Learn more about this proven system!__________________Want to invest in real estate with all of the security and cash flow of ownership, but none of the landlord headaches? Learn more about SHARE, one of the largest asset management companies in the United States, with a turnkey "done for you" ownership program for investors. Find out more!__________________ Financial Advisors! Let me introduce you to your new secret weapon to help you land new clients, and maintain them for many years to come. Advisor Innovation Lab provides AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. __________________ How would you like to get paid for your opinion?! Sign up with User Interviews & start earning!__________________📧 Sign Up For My Monthly ROI Report on LinkedIn! It's loaded with valuable content for buyers, sellers, investors, and homeowners.__________________ 💰 Turn content into connection! At Executive Lens, we curate compelling content to help busy business owners, executives, and investors build powerful personal brands on LinkedIn and beyond. After all, attraction is the ultimate flex! 💫Download our FREE EBOOK - The Ultimate Guide To Building Your Personal Brand On Linked 💫__________________ 🎙️Want To Be Featured On Podcasts Ranking In The Top 5%? Find Out How You Can Get Featured To Build Your Personal Brand. Find out more about That1💯 __________________ 🚀 CHECK OUT MORE INCREDIBLE CONTENT ON ‘INSPIRED TO INVEST” 🚀 👉🏼YouTube & Instagram   __________________        LET’S CONNECT ON SOCIAL MEDIA 💥 → Instagram→ LinkedIn→ TikTok→ OnlineSerena Holmes is a licensed REALTOR®, real estate investor, real estate investing coach, podcast host, published author and chief content officer of Executive Lens. She is also the former CEO of Tigris Events, a multi award winning brand experience agency.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
If you’ve been trying to figure out how to build financial freedom for your family, then this episode is for you. Welcome back to Inspired To Invest!This week, Reine Becker is here for ep124. Reine is the founder of Becker Premier Properties, a Houston-based multifamily investment firm helping high-income professionals create passive income, legacy wealth, and lifestyle freedom. To watch rather than listen, click here.Reine shares her inspiring story of transitioning from a 15-year corporate career into full-time real estate investing — leveraging her background in operations and Lean Six Sigma to build a systems-driven, scalable investment business. You’ll learn: 🏢 How to transition from the corporate world to real estate investing 💡 Why multifamily investing offers true return on time and freedom 💸 The key financial metrics every investor should know (8% cash-on-cash, 14% IRR, 2x equity multiple) 🏘️ How to identify value-add properties and make an impact in local communities 💪 How to overcome challenges in today’s competitive market and stay disciplined as an investor 👩‍👧‍👦 How Reine balances motherhood and entrepreneurship while building generational wealth If you’ve ever wondered how to replace your W-2 income with real estate cash flow — or how to create a business that funds your dream lifestyle — this episode will light a fire under you. 🎧 Watch until the end for Reine’s best advice on systems, mindset, and chasing your dreams — no matter where you are in life. Thank you to M1 Capital Connectors for bringing us this month’s episodes. Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Find out how!  Inspired To Invest proudly supports the Beyond Success Program, a not-for-profit financial literacy initiative for students, launched by More To Give & MAK Investments. Learn more at @more2give.ca. ➕ Follow Serena Holmes for expert insights on personal branding, business, real estate, investing, and wealth creation. Let’s build wealth together because "when you invest in yourself, the sky's the limit" 🚀  ➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!).  I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 __________________ Attention Real Estate Investors! Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Learn more about this proven system!__________________Want to invest in real estate with all of the security and cash flow of ownership, but none of the landlord headaches? Learn more about SHARE, one of the largest asset management companies in the United States, with a turnkey "done for you" ownership program for investors. Find out more!__________________ Financial Advisors! Let me introduce you to your new secret weapon to help you land new clients, and maintain them for many years to come. Advisor Innovation Lab provides AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. __________________ How would you like to get paid for your opinion?! Sign up with User Interviews & start earning!__________________📧 Sign Up For My Monthly ROI Report on LinkedIn! It's loaded with valuable content for buyers, sellers, investors, and homeowners.__________________ 💰 Turn content into connection! At Executive Lens, we curate compelling content to help busy business owners, executives, and investors build powerful personal brands on LinkedIn and beyond. After all, attraction is the ultimate flex! 💫Download our FREE EBOOK - The Ultimate Guide To Building Your Personal Brand On Linked 💫__________________ 🎙️Want To Be Featured On Podcasts Ranking In The Top 5%? Find Out How You Can Get Featured To Build Your Personal Brand. Find out more about That1💯 __________________ 🚀 CHECK OUT MORE INCREDIBLE CONTENT ON ‘INSPIRED TO INVEST” 🚀 👉🏼YouTube & Instagram   __________________        LET’S CONNECT ON SOCIAL MEDIA 💥 → Instagram→ LinkedIn→ TikTok→ OnlineSerena Holmes is a licensed REALTOR®, real estate investor, real estate investing coach, podcast host, published author and chief content officer of Executive Lens. She is also the former CEO of Tigris Events, a multi award winning brand experience agency.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What if the way you’ve been taught to save for college is actually costing you more—and reducing your child’s financial aid eligibility? 🎓Welcome back to ep123 of Inspired To Invest. To watch rather than listen, click here.Lance Morgan, author of College Funding Secrets, is here to uncover powerful, little-known strategies to pay for your kids’ education—without draining your savings or missing out on financial aid.Lance shares how he went from a career in IT to founding College Funding Secrets after realizing that traditional advice about saving for college often backfires. Learn how real estate, tax planning, and infinite banking can transform how you prepare for one of life’s biggest expenses.You’ll discover:✅ Why college savings plans like 529s can hurt your financial aid eligibility✅ How to use real estate investing to offset tuition costs and reduce taxes✅ The hidden “third cost” of college most families overlook✅ How life insurance can boost financial aid and serve as a long-term wealth strategy✅ The role of emotion vs. logic in family money decisions✅ How to teach your kids about money by example—not lecturesIf you’re a parent, real estate investor, or entrepreneur who wants to invest smarter and protect your family’s financial future, this episode is packed with game-changing insights.👉 Don’t forget to LIKE, SUBSCRIBE, and RING THE BELL 🔔 so you never miss an episode of Inspired To Invest. New episodes every week with expert guests on real estate, wealth, and financial freedom.Connect with Lance Morgan:🌐collegefundingsecrets.comThanks to M1 Capital Connectors for bringing us this month's episodes.Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Find out how! Inspired To Invest proudly supports the Beyond Success Program, a not-for-profit financial literacy initiative for students, launched by More To Give & MAK Investments. Learn more at @more2give.ca.➕ Follow Serena Holmes for expert insights on personal branding, business, real estate, investing, and wealth creation. Let’s build wealth together because "when you invest in yourself, the sky's the limit" 🚀 ➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!).  I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 __________________ Attention Real Estate Investors! Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Learn more about this proven system!__________________Want to invest in real estate with all of the security and cash flow of ownership, but none of the landlord headaches? Learn more about SHARE, one of the largest asset management companies in the United States, with a turnkey "done for you" ownership program for investors. Find out more!__________________ Financial Advisors! Let me introduce you to your new secret weapon to help you land new clients, and maintain them for many years to come. Advisor Innovation Lab provides AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. __________________ How would you like to get paid for your opinion?! Sign up with User Interviews & start earning!__________________📧 Sign Up For My Monthly ROI Report on LinkedIn! It's loaded with valuable content for buyers, sellers, investors, and homeowners.__________________ 💰 Turn content into connection! At Executive Lens, we curate compelling content to help busy business owners, executives, and investors build powerful personal brands on LinkedIn and beyond. After all, attraction is the ultimate flex! 💫Download our FREE EBOOK - The Ultimate Guide To Building Your Personal Brand On Linked 💫__________________ 🎙️Want To Be Featured On Podcasts Ranking In The Top 5%? Find Out How You Can Get Featured To Build Your Personal Brand. Find out more about That1💯 __________________ 🚀 CHECK OUT MORE INCREDIBLE CONTENT ON ‘INSPIRED TO INVEST” 🚀 👉🏼YouTube & Instagram   __________________        LET’S CONNECT ON SOCIAL MEDIA 💥 → Instagram→ LinkedIn→ TikTok→ OnlineSerena Holmes is a licensed REALTOR®, real estate investor, real estate investing coach, podcast host, published author and chief content officer of Executive Lens. She is also the former CEO of Tigris Events, a multi award winning brand experience agency.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What if your next investment didn’t just build wealth — but created unforgettable memories, too? In this inspiring episode of Inspired to Invest, Serena Holmes sits down with DeAnna Lee, founder of Collective Destinations, a lifestyle-hospitality investment fund redefining what it means to invest in real estate. To watch rather than listen, click here.From house hacking before it was a trend to building luxury resorts in the Dominican Republic and Utah, DeAnna’s story is a masterclass in resilience, vision, and conscious investing. After a dirt-bike crash forced her to pause, she discovered how to create a business that worked whether she was hustling or healing — and scaled her portfolio into a multimillion-dollar hospitality empire. 💡 You’ll learn: • How DeAnna turned hardship into clarity and built experiential real-estate wealth • What it takes to run boutique resorts and glamping retreats across multiple countries • The systems, automation, and team structure that allowed her to scale globally • Lessons from living 18 months in the Dominican Republic to restore her dream resort • Why she believes “Destruction and creation are the same thing—just at different points in the timeline.” • How investors can enjoy passive income and exclusive lifestyle perks at Collective Destinations If you’ve ever dreamed of blending purpose, profit, and travel, this conversation will open your mind to what’s truly possible when you invest with intention. 📲 Connect with DeAnna Lee 🔗 Book a call: go.collectivedestinations.com 📸 Instagram: @collective.destinations 📩 Connect with Serena Holmes 🌐 https://linktr.ee/serenaholmes 🎙️ Follow Inspired to Invest for more stories on real-estate investing, financial freedom, and legacy building. 👍 If you enjoyed this episode: Tap Like, leave a comment, and Subscribe — then hit the 🔔 bell so you never miss an inspiring conversation about wealth and purpose. Thank you to Advisor Innovation Lab for bringing us this month’s episodes of “Inspired To Invest”. They provide AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. Learn more!Inspired To Invest proudly supports the Beyond Success Program, a not-for-profit financial literacy initiative for students, launched by More To Give & MAK Investments. Learn more at @more2give.ca. ➕ Follow Serena Holmes for expert insights on personal branding, business, real estate, investing, and wealth creation. Let’s build wealth together because "when you invest in yourself, the sky's the limit" 🚀  ➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!).  I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 __________________ Attention Real Estate Investors! Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Learn more about this proven system!__________________Want to invest in real estate with all of the security and cash flow of ownership, but none of the landlord headaches? Learn more about SHARE, one of the largest asset management companies in the United States, with a turnkey "done for you" ownership program for investors. Find out more!__________________ Financial Advisors! Let me introduce you to your new secret weapon to help you land new clients, and maintain them for many years to come. Advisor Innovation Lab provides AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. __________________ How would you like to get paid for your opinion?! Sign up with User Interviews & start earning!__________________📧 Sign Up For My Monthly ROI Report on LinkedIn! It's loaded with valuable content for buyers, sellers, investors, and homeowners.__________________ 💰 Turn content into connection! At Executive Lens, we curate compelling content to help busy business owners, executives, and investors build powerful personal brands on LinkedIn and beyond. After all, attraction is the ultimate flex! 💫Download our FREE EBOOK - The Ultimate Guide To Building Your Personal Brand On Linked 💫__________________ 🎙️Want To Be Featured On Podcasts Ranking In The Top 5%? Find Out How You Can Get Featured To Build Your Personal Brand. Find out more about That1💯 __________________ 🚀 CHECK OUT MORE INCREDIBLE CONTENT ON ‘INSPIRED TO INVEST” 🚀 👉🏼YouTube & Instagram   __________________        LET’S CONNECT ON SOCIAL MEDIA 💥 → Instagram→ LinkedIn→ TikTok→ OnlineSerena Holmes is a licensed REALTOR®, real estate investor, real estate investing coach, podcast host, published author and chief content officer of Executive Lens. She is also the former CEO of Tigris Events, a multi award winning brand experience agency.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode of Inspired to Invest, I sit down with Basem Hanna — serial entrepreneur, cannabis pioneer, and now real estate developer / exempt market dealmaker through his firm Almega Co. To watch rather than listen, click here.Basem’s journey is compelling...From scaling TerrAscend (TER.CN), navigating cannabis regulations and market cycles, to executing a strategic exit — then leaning into real estate development, capital markets, and building a new vehicle for investors via the exempt market. We cover: • 🎯 How he approached growth in a volatile, highly regulated cannabis industry • 🧠 The mindset and signals that led him to exit • 🔁 What lessons carried over into real estate and capital markets • 📊 How Almega Co. is structuring deals and redefining access for private investors • 🚀 Advice for entrepreneurs and investors looking to pivot, scale, or exit Whether you’re in real estate, entrepreneurship, cannabis, or capital markets — there is cross-industry wisdom here. 🔔 If you enjoy this episode, hit that Subscribe button and ring the bell so you never miss future conversations with builders, investors, and change-makers. ➤ Follow Basem Hanna / Almega Co.— 👉 Don’t forget to like, subscribe, and hit the notification bell 🔔 to stay updated on future episodes of Inspired To Invest! Thank you to Advisor Innovation Lab for bringing us this month’s episodes of “Inspired To Invest”. They provide AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. Learn more!Inspired To Invest proudly supports the Beyond Success Program, a not-for-profit financial literacy initiative for students, launched by More To Give & MAK Investments. Learn more at @more2give.ca. ➕ Follow Serena Holmes for expert insights on personal branding, business, real estate, investing, and wealth creation. Let’s build wealth together because "when you invest in yourself, the sky's the limit" 🚀 ________________________________________ 📌 Suggested Timestamps Timestamps 00:00 – Introduction & background 01:35 – The rise of TerrAscend: challenges & breakthroughs 06:15 – Regulatory headwinds, market pressures, and turning points 09:15 – Deciding to exit: what signaled “now’s the time” 12:40 – Transitioning into real estate: the move from cannabis to construction 15:10 – Building Almega Co. & its exempt market strategy 17:55 – The investor value proposition & deal structures 21:20 – Failures, lessons, and what he’d do differently 17:50 – Advice to entrepreneurs looking to pivot or exit 25:30 – Final thoughts, future vision, and wrap-up ➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!).  I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 __________________ Attention Real Estate Investors! Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Learn more about this proven system!__________________Want to invest in real estate with all of the security and cash flow of ownership, but none of the landlord headaches? Learn more about SHARE, one of the largest asset management companies in the United States, with a turnkey "done for you" ownership program for investors. Find out more!__________________ Financial Advisors! Let me introduce you to your new secret weapon to help you land new clients, and maintain them for many years to come. Advisor Innovation Lab provides AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. __________________ How would you like to get paid for your opinion?! Sign up with User Interviews & start earning!__________________📧 Sign Up For My Monthly ROI Report on LinkedIn! It's loaded with valuable content for buyers, sellers, investors, and homeowners.__________________ 💰 Turn content into connection! At Executive Lens, we curate compelling content to help busy business owners, executives, and investors build powerful personal brands on LinkedIn and beyond. After all, attraction is the ultimate flex! 💫Download our FREE EBOOK - The Ultimate Guide To Building Your Personal Brand On Linked 💫__________________ 🎙️Want To Be Featured On Podcasts Ranking In The Top 5%? Find Out How You Can Get Featured To Build Your Personal Brand. Find out more about That1💯 __________________ 🚀 CHECK OUT MORE INCREDIBLE CONTENT ON ‘INSPIRED TO INVEST” 🚀 👉🏼YouTube & Instagram   __________________        LET’S CONNECT ON SOCIAL MEDIA 💥 → Instagram→ LinkedIn→ TikTok→ OnlineSerena Holmes is a licensed REALTOR®, real estate investor, real estate investing coach, podcast host, published author and chief content officer of Executive Lens. She is also the former CEO of Tigris Events, a multi award winning brand experience agency.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What does it really take to turn a simple idea into a brand that parents everywhere love and trust? To watch rather than listen, click here.In this episode of Inspired To Invest, host Serena Holmes sits down with Julie Cole, co-founder of Mabel’s Labels — the award-winning Canadian company that grew from a basement startup to a multi-million-dollar international brand. Julie shares how she and three friends turned a common parenting frustration into a thriving business — and how they built community, culture, and confidence along the way. From navigating partnerships and acquisitions to balancing motherhood with entrepreneurship, this conversation is a masterclass in resilience, creativity, and brand building. 💡 You’ll learn: • How to spot a market gap and turn it into a profitable product idea • Why community and storytelling drive word-of-mouth growth • The power of authenticity and visibility in personal branding • How to build a flexible company culture that retains great people • Julie’s biggest lessons from 22 years in business and her advice for female founders 🎧 Whether you’re a new entrepreneur, a CPG founder, or simply love stories of Canadian success — this episode will leave you inspired to take action on your own ideas. 👉 If you enjoy the episode, don’t forget to hit the thumbs-up, subscribe, and ring the bell 🔔 so you never miss a new conversation about real estate, wealth building, and entrepreneurship on Inspired To Invest. 📚 Julie’s Book: Like a Mother: Birthing Businesses, Babies and a Life Beyond Labels Available at mabelslabels.com/julie-cole and major retailers. 👉 Don’t forget to like, subscribe, and hit the notification bell 🔔 to stay updated on future episodes of Inspired To Invest! Thank you to Advisor Innovation Lab for bringing us this month’s episodes of “Inspired To Invest”. They provide AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. Learn more! Inspired To Invest proudly supports the Beyond Success Program, a not-for-profit financial literacy initiative for students, launched by More To Give & MAK Investments. Learn more at @more2give.ca. ➕ Follow Serena Holmes for expert insights on personal branding, business, real estate, investing, and wealth creation. Let’s build wealth together because "when you invest in yourself, the sky's the limit" 🚀 ________________________________________ 🕒 Timestamps 00:00 – Intro & Welcome to Inspired To Invest 01:05 – Julie Cole on founding Mabel’s Labels and the “mom problem” that sparked the idea 02:32 – Balancing motherhood and entrepreneurship as a “recovered lawyer” 04:17 – How Mabel’s Labels set itself apart and scaled organically 06:50 – The importance of partnership agreements and planning the exit early 07:30 – Knowing your market and creating word-of-mouth momentum 08:15 – Overcoming challenges and ego in a co-founder group 11:48 – Why visibility creates credibility (and how CEOs became the new influencers) 15:10 – The funniest startup stories from the early days of Mabel’s Labels 17:45 – Scaling from a basement to a global brand without losing authenticity 18:22 – Building company culture and creating flexibility for working moms 21:50 – What’s next for Julie Cole and her advice on acquisition transitions 24:00 – How entrepreneurship changed her life — time, money & freedom 52:00 – Julie’s favourite quote & final words of wisdom __________________   ➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!).  I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 __________________ Attention Real Estate Investors! Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Learn more about this proven system!__________________Want to invest in real estate with all of the security and cash flow of ownership, but none of the landlord headaches? Learn more about SHARE, one of the largest asset management companies in the United States, with a turnkey "done for you" ownership program for investors. Find out more!__________________ Financial Advisors! Let me introduce you to your new secret weapon to help you land new clients, and maintain them for many years to come. Advisor Innovation Lab provides AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. __________________ How would you like to get paid for your opinion?! Sign up with User Interviews & start earning!__________________📧 Sign Up For My Monthly ROI Report on LinkedIn! It's loaded with valuable content for buyers, sellers, investors, and homeowners.__________________ 💰 Turn content into connection! At Executive Lens, we curate compelling content to help busy business owners, executives, and investors build powerful personal brands on LinkedIn and beyond. After all, attraction is the ultimate flex! 💫Download our FREE EBOOK - The Ultimate Guide To Building Your Personal Brand On Linked 💫__________________ 🎙️Want To Be Featured On Podcasts Ranking In The Top 5%? Find Out How You Can Get Featured To Build Your Personal Brand. Find out more about That1💯 __________________ 🚀 CHECK OUT MORE INCREDIBLE CONTENT ON ‘INSPIRED TO INVEST” 🚀 👉🏼YouTube & Instagram   __________________        LET’S CONNECT ON SOCIAL MEDIA 💥 → Instagram→ LinkedIn→ TikTok→ OnlineSerena Holmes is a licensed REALTOR®, real estate investor, real estate investing coach, podcast host, published author and chief content officer of Executive Lens. She is also the former CEO of Tigris Events, a multi award winning brand experience agency.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What does it really take to build wealth, find balance, and create a legacy for your family — all while navigating the ever-changing world of mortgages?To watch rather than listen, click HERE.In this episode of Inspired To Invest, host Serena Holmes sits down with Steve Betel, better known as Steve the Mortgage Man, to explore his inspiring journey from the hospitality industry to becoming a trusted mortgage advisor helping families across North America achieve homeownership and financial freedom.Steve shares:✅ How he transitioned from hotel management to mortgage brokering — and why it changed his life.✅ His philosophy on “life balance” vs. “work-life balance.”✅ The mindset shift that helped him build a thriving business through authenticity and social media.✅ Lessons on resilience, parenting in the age of AI, and using personal branding to attract trust.✅ How mentorship, consistency, and community have been the foundation of his long-term success.💡 Whether you’re a first-time homebuyer, a real estate investor, or someone striving to build lasting wealth, this conversation will inspire you to think differently about debt, discipline, and the power of showing up as your full self.👉 Don’t forget to like, subscribe, and hit the notification bell 🔔 to stay updated on future episodes of Inspired To Invest!Thank you to Advisor Innovation Lab for bringing us this month’s episodes of “Inspired To Invest”.  They provide AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. Learn more! Inspired To Invest proudly supports the Beyond Success Program, a not-for-profit financial literacy initiative for students, launched by More To Give & MAK Investments. Learn more at @more2give.ca.➕ Follow Serena Holmes for expert insights on personal branding, business, real estate, investing, and wealth creation. Let’s build wealth together because "when you invest in yourself, the sky's the limit" 🚀🕒 Timestamps:00:00 – Welcome & introduction to Steve Betel, “The Mortgage Man”01:10 – From hospitality to mortgages: Steve’s unconventional career pivot03:45 – Finding balance as an entrepreneur and father05:30 – Early challenges & lessons from building a new business06:00 – The power of social media and authenticity in mortgage brokering07:20 – Overcoming fear of rejection and building resilience09:05 – The myth of work-life balance and embracing “life as one”11:10 – Parenting, privacy & social media boundaries in the age of AI13:00 – The value of mentorship and business coaching15:10 – Defining financial freedom and what’s next for Steve17:00 – Steve’s personal quote: “Nothing is impossible if you look at it the right way.”18:30 – Connect with Steve the Mortgage Man & closing thoughts ➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!).  I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 __________________ Attention Real Estate Investors! Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Learn more about this proven system!__________________Want to invest in real estate with all of the security and cash flow of ownership, but none of the landlord headaches? Learn more about SHARE, one of the largest asset management companies in the United States, with a turnkey "done for you" ownership program for investors. Find out more!__________________ Financial Advisors! Let me introduce you to your new secret weapon to help you land new clients, and maintain them for many years to come. Advisor Innovation Lab provides AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. __________________ How would you like to get paid for your opinion?! Sign up with User Interviews & start earning!__________________📧 Sign Up For My Monthly ROI Report on LinkedIn! It's loaded with valuable content for buyers, sellers, investors, and homeowners.__________________ 💰 Turn content into connection! At Executive Lens, we curate compelling content to help busy business owners, executives, and investors build powerful personal brands on LinkedIn and beyond. After all, attraction is the ultimate flex! 💫Download our FREE EBOOK - The Ultimate Guide To Building Your Personal Brand On Linked 💫__________________ 🎙️Want To Be Featured On Podcasts Ranking In The Top 5%? Find Out How You Can Get Featured To Build Your Personal Brand. Find out more about That1💯 __________________ 🚀 CHECK OUT MORE INCREDIBLE CONTENT ON ‘INSPIRED TO INVEST” 🚀 👉🏼YouTube & Instagram   __________________        LET’S CONNECT ON SOCIAL MEDIA 💥 → Instagram→ LinkedIn→ TikTok→ OnlineSerena Holmes is a licensed REALTOR®, real estate investor, real estate investing coach, podcast host, published author and chief content officer of Executive Lens. She is also the former CEO of Tigris Events, a multi award winning brand experience agency.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode of Inspired To Invest, I sit down with Lamia Tabina, Dubai-based entrepreneur, founder of Logo & Co, and creator of Chic CEO.Lamia shares her inspiring journey from sketching logos for $30 to running a successful creative agency that empowers brands and entrepreneurs across the UAE and beyond.To watch rather than listen, click here.We dive deep into her strategies for building a brand that converts, the importance of personal branding for business owners, and the challenges and triumphs of leading a growing team. Lamia also opens up about breaking cultural barriers, empowering women to step into entrepreneurship, and creating freedom through virtual business models.Whether you’re an entrepreneur, a creative professional, or someone seeking the courage to start, this conversation is full of practical advice and powerful lessons on branding, leadership, growth, and work-life balance.👉 Don’t forget to like, comment, subscribe, and ring the bell so you don’t miss future episodes of Inspired To Invest!What you’ll learn in this episode:How Lamia turned freelancing into a thriving agency business.Why personal branding is the key to standing out in competitive industries.Lessons from scaling a team and building strong foundations.The cultural challenges and breakthroughs of being a female entrepreneur in the Gulf region.How to create a business that gives you time, freedom, and flexibility.Connect with Lamia Tabina:Instagram: @chic.coAgency: Logo & Co UAEThank you to SHARE Asset Management for bringing us this month’s episodes. If you want to own rental properties, but don’t want to be a landlord, SHARE may be just what you’re looking for. Let them handle the heavy lifting, while you kick back and collect an income. Click here to find out more.Inspired To Invest proudly supports the Beyond Success Program, a not-for-profit financial literacy initiative for students, launched by More To Give & MAK Investments. Learn more at @more2give.ca.➕ Follow Serena Holmes for expert insights on personal branding, business, real estate, investing, and wealth creation. Let’s build wealth together because "when you invest in yourself, the sky's the limit" 🚀📌 Timestamps0:03 – Welcome & introduction to Lamia Tabina1:09 – How Lamia transitioned from job-seeker to entrepreneur2:29 – First clients, freelancing & the leap into branding3:28 – Helping businesses with content that converts4:20 – Why building a personal brand matters5:16 – Social media focus: Instagram vs. TikTok6:34 – Challenges of growing a team & agency culture8:45 – Taking ownership & stepping into the spotlight11:05 – Lessons on leadership & letting go of control13:15 – Craziest entrepreneur experience15:04 – Best business advice: contracts, protection & boundaries17:08 – Vision for the future: Forbes, scaling, & women’s mentorship18:23 – Backlash & breaking barriers as a female entrepreneur in the Gulf19:10 – Work-life balance as a mother & entrepreneur20:05 – Freedom, flexibility & the power of virtual business22:07 – Lamia’s success mindset: goals, vision boards & manifestation23:06 – Where to connect with Lamia Tabina23:35 – Closing thoughts & subscribe reminder ➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!).  I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 __________________ Attention Real Estate Investors! Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Learn more about this proven system!__________________Want to invest in real estate with all of the security and cash flow of ownership, but none of the landlord headaches? Learn more about SHARE, one of the largest asset management companies in the United States, with a turnkey "done for you" ownership program for investors. Find out more!__________________ Financial Advisors! Let me introduce you to your new secret weapon to help you land new clients, and maintain them for many years to come. Advisor Innovation Lab provides AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. __________________ How would you like to get paid for your opinion?! Sign up with User Interviews & start earning!__________________📧 Sign Up For My Monthly ROI Report on LinkedIn! It's loaded with valuable content for buyers, sellers, investors, and homeowners.__________________ 💰 Turn content into connection! At Executive Lens, we curate compelling content to help busy business owners, executives, and investors build powerful personal brands on LinkedIn and beyond. After all, attraction is the ultimate flex! 💫Download our FREE EBOOK - The Ultimate Guide To Building Your Personal Brand On Linked 💫__________________ 🎙️Want To Be Featured On Podcasts Ranking In The Top 5%? Find Out How You Can Get Featured To Build Your Personal Brand. Find out more about That1💯 __________________ 🚀 CHECK OUT MORE INCREDIBLE CONTENT ON ‘INSPIRED TO INVEST” 🚀 👉🏼YouTube & Instagram   __________________        LET’S CONNECT ON SOCIAL MEDIA 💥 → Instagram→ LinkedIn→ TikTok→ OnlineSerena Holmes is a licensed REALTOR®, real estate investor, real estate investing coach, podcast host, published author and chief content officer of Executive Lens. She is also the former CEO of Tigris Events, a multi award winning brand experience agency.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ready to grow your wealth in real estate without the landlord headaches? In this episode of Inspired To Invest, I sit down with Andrew Kim, CEO of SHARE, a tech-driven company making U.S. rental property ownership simple, profitable, and stress-free for Canadian and international investors.To watch rather than listen, click here.Andrew shares how SHARE empowers busy professionals to own cash-flowing U.S. rentals while skipping the hassles of property management, tenant drama, and cross-border headaches. From building a 20-property portfolio to launching a venture-backed company with hundreds of units under management, Andrew opens up about the mindset, strategies, and systems that make real estate investing accessible for everyday investors.Here’s what you’ll learn in this episode:✅ How Canadians can invest in U.S. rental properties without being a full-time landlord.✅ The step-by-step process SHARE uses to help clients acquire, manage, and scale portfolios.✅ Creative ways to use home equity and refinancing to build wealth tax-efficiently.✅ The biggest challenges Andrew faced building SHARE—and how he overcame them.✅ Why “success is in the recovery” is Andrew’s guiding quote for entrepreneurship and investing.✅ How SHARE is scaling toward a billion-dollar vision while creating financial freedom for investors.Whether you’re a first-time investor or ready to scale your portfolio beyond Canadian borders, this episode is packed with insights to help you build long-term wealth.👉 Don’t forget to like, subscribe, and hit the notification bell 🔔 so you never miss a new episode of Inspired To Invest!Thank you to SHARE Asset Management for bringing us this month’s episodes. If you want to own rental properties, but don’t want to be a landlord, SHARE may be just what you’re looking for. Let them handle the heavy lifting, while you kick back and collect an income. Find out more!Inspired To Invest proudly supports the Beyond Success Program, a not-for-profit financial literacy initiative for students, launched by More To Give & MAK Investments. Learn more at @more2give.ca.➕ Follow Serena Holmes for expert insights on personal branding, business, real estate, investing, and wealth creation. Let’s build wealth together because "when you invest in yourself, the sky's the limit" 🚀 📌 Suggested Timestamps 0:02 – Welcome & intro to Andrew Kim, CEO of SHARE1:16 – Andrew’s background: tech entrepreneur turned real estate investor2:05 – Discovering U.S. rental opportunities and building a portfolio3:20 – The problem SHARE solves for time-strapped investors4:07 – How SHARE’s process works for new clients6:21 – Current scale of SHARE & growth goals7:02 – Andrew’s entrepreneurial journey, challenges, and COVID pivot9:50 – Refinancing equity: growing your portfolio tax-efficiently11:02 – Lessons learned: why outright ownership beats fractional12:20 – Crazy real estate story: house fire before closing14:02 – Defining success as an entrepreneur with a family15:07 – Legacy, impact, and raising kids with options16:09 – Best advice Andrew’s received as a founder17:09 – Long-term goals: building a billion-dollar company & 100M portfolio18:12 – Financial freedom, legacy, and helping others invest20:23 – The stress and responsibility of building SHARE21:42 – Final thoughts + how to connect with SHARE23:00 – Andrew’s favorite inspirational quote23:42 – How to get connected with SHARE & free investor resources23:48 – Closing thoughts & subscribe reminder  ➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!).  I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 __________________ Attention Real Estate Investors! Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Learn more about this proven system!__________________Want to invest in real estate with all of the security and cash flow of ownership, but none of the landlord headaches? Learn more about SHARE, one of the largest asset management companies in the United States, with a turnkey "done for you" ownership program for investors. Find out more!__________________ Financial Advisors! Let me introduce you to your new secret weapon to help you land new clients, and maintain them for many years to come. Advisor Innovation Lab provides AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. __________________ How would you like to get paid for your opinion?! Sign up with User Interviews & start earning!__________________📧 Sign Up For My Monthly ROI Report on LinkedIn! It's loaded with valuable content for buyers, sellers, investors, and homeowners.__________________ 💰 Turn content into connection! At Executive Lens, we curate compelling content to help busy business owners, executives, and investors build powerful personal brands on LinkedIn and beyond. After all, attraction is the ultimate flex! 💫Download our FREE EBOOK - The Ultimate Guide To Building Your Personal Brand On Linked 💫__________________ 🎙️Want To Be Featured On Podcasts Ranking In The Top 5%? Find Out How You Can Get Featured To Build Your Personal Brand. Find out more about That1💯 __________________ 🚀 CHECK OUT MORE INCREDIBLE CONTENT ON ‘INSPIRED TO INVEST” 🚀 👉🏼YouTube & Instagram   __________________        LET’S CONNECT ON SOCIAL MEDIA 💥 → Instagram→ LinkedIn→ TikTok→ OnlineSerena Holmes is a licensed REALTOR®, real estate investor, real estate investing coach, podcast host, published author and chief content officer of Executive Lens. She is also the former CEO of Tigris Events, a multi award winning brand experience agency.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ever wondered how to align wealth with your core values—and even manifest the life you’re meant to live? Welcome back to ep116 of Inspired To Invest. To watch rather than listen, click here.In this inspiring episode, I sit down with Tracey Lundell—Senior Investment Advisor and founder of Sea Glass Wealth—to unpack Master Planifesting, the powerful sweet spot where strategic financial planning meets manifestation and meaningful visioning.Tracey shares:The real magic behind Master Planifesting: blending traditional wealth management with intentional mindset shifts for lasting abundance.Easy, powerful Visoneering exercises (think value-mapping with cards) to locate your purpose-driven financial path.How childhood money stories can secretly shape your adult investing mindset—and how to rewrite that script.Why women, especially, often get stuck around money—and actionable mindset tools to shift into empowered abundance.Expect heart-centered strategies, empowering clarity, and next-level investment purpose. If you're ready to stop playing small with your wealth—and truly live your vision—this one's your wake-up call.Ready to be inspired, empowered, and aligned? Hit that 🔔 Subscribe button, drop a like if this resonates, and ring the bell to never miss an episode packed with real-world investing wisdom and soul-driven strategy!What You'll Learn in This Episode:How Master Planifesting bridges values, vision, and wealth creationEasy tools to uncover your core values and align them with your financial lifeThe impact of your money story—and how to reshape it for abundanceWhy mindset matters as much as numbers—and how to shift itStrategic pathways for financial clarity, intentionality, and living a life you don’t need to retire fromConnect with Tracey Lundell:Website: Sea Glass Wealth (Sea Glass Wealth dot com)LinkedIn: Tracey LundellFacebook: Sea Glass WealthThank you to SHARE Asset Management for bringing us this month’s episodes. If you want to own rental properties, but don’t want to be a landlord, SHARE may be just what you’re looking for. Let them handle the heavy lifting, while you kick back and collect an income. Find out more!Inspired To Invest proudly supports the Beyond Success Program, a not-for-profit financial literacy initiative for students, launched by More To Give & MAK Investments. Learn more at @more2give.ca.➕ Follow Serena Holmes for expert insights on personal branding, business, real estate, investing, and wealth creation. Let’s build wealth together because "when you invest in yourself, the sky's the limit" 🚀📌 Timestamps00:00 – Welcome & episode overview  02:00 – What is Master Planifesting?  05:00 – Visoneering exercise to align values + wealth  08:00 – Unpacking childhood money stories11:00 – Mindset shifts for women & permission to receive  15:00 – Tracey’s actionable steps for wealth with intention  22:00 – Closing thoughts & call to action ➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!).  I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 __________________ Attention Real Estate Investors! Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Learn more about this proven system!__________________Want to invest in real estate with all of the security and cash flow of ownership, but none of the landlord headaches? Learn more about SHARE, one of the largest asset management companies in the United States, with a turnkey "done for you" ownership program for investors. Find out more!__________________ Financial Advisors! Let me introduce you to your new secret weapon to help you land new clients, and maintain them for many years to come. Advisor Innovation Lab provides AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. __________________ How would you like to get paid for your opinion?! Sign up with User Interviews & start earning!__________________📧 Sign Up For My Monthly ROI Report on LinkedIn! It's loaded with valuable content for buyers, sellers, investors, and homeowners.__________________ 💰 Turn content into connection! At Executive Lens, we curate compelling content to help busy business owners, executives, and investors build powerful personal brands on LinkedIn and beyond. After all, attraction is the ultimate flex! 💫Download our FREE EBOOK - The Ultimate Guide To Building Your Personal Brand On Linked 💫__________________ 🎙️Want To Be Featured On Podcasts Ranking In The Top 5%? Find Out How You Can Get Featured To Build Your Personal Brand. Find out more about That1💯 __________________ 🚀 CHECK OUT MORE INCREDIBLE CONTENT ON ‘INSPIRED TO INVEST” 🚀 👉🏼YouTube & Instagram   __________________        LET’S CONNECT ON SOCIAL MEDIA 💥 → Instagram→ LinkedIn→ TikTok→ OnlineSerena Holmes is a licensed REALTOR®, real estate investor, real estate investing coach, podcast host, published author and chief content officer of Executive Lens. She is also the former CEO of Tigris Events, a multi award winning brand experience agency.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ready to take control of your financial future? Don’t miss this powerful episode of Inspired To Invest with Michael Iuculano, a seasoned real estate investor, entrepreneur, and wealth-building expert. In this in-depth conversation, Michael shares his journey from humble beginnings to building a multi-million-dollar portfolio, offering actionable strategies to help you achieve financial independence.To watch rather than listen, click here.Here’s what you’ll learn in this episode:How to leverage real estate to generate consistent cash flow and long-term wealth.The mindset shifts needed to transition from employee to investor.Proven strategies for identifying high-return investment opportunities in any market.The importance of building a personal brand to attract capital and opportunities.How to overcome common roadblocks faced by new and seasoned investors.Michael’s take on balancing risk and reward in real estate and beyond.Practical tips for creating multiple income streams and scaling your portfolio.The role of mentorship and community in accelerating your financial success.Whether you’re just starting your investment journey or looking to scale your portfolio, Michael’s insights will inspire and equip you with the tools to succeed. Tune in, take notes, and start building your wealth today!👉 Don’t forget to like, subscribe, and hit the notification bell 🔔 to stay updated on future episodes of Inspired To Invest!Thank you to SHARE Asset Management for bringing us this month’s episodes. If you want to own rental properties, but don’t want to be a landlord, SHARE may be just what you’re looking for. Let them handle the heavy lifting, while you kick back and collect an income. To find out more go to: inspiredtoinvest.sharesfr.comInspired To Invest proudly supports the Beyond Success Program, a not-for-profit financial literacy initiative for students, launched by More To Give & MAK Investments. Learn more at @more2give.ca.➕ Follow Serena Holmes for expert insights on personal branding, business, real estate, investing, and wealth creation. Let’s build wealth together because "when you invest in yourself, the sky's the limit" 🚀 📌 Suggested Timestamps00:30 – Welcome to Inspired To Invest with Michael Iuculano00:55 – Michael’s journey: From humble beginnings to real estate mogul03:10 – Why real estate is a cornerstone for wealth creation05:30 – Mindset shifts for transitioning from employee to investor08:50 – How to spot high-return investment opportunities in any market12:10 – Building a personal brand to attract capital and partnerships15:25 – Overcoming common challenges in real estate investing18:40 – Balancing risk and reward in your investment strategy21:15 – Creating multiple income streams to scale your wealth25:30 – The power of mentorship and community in financial success27:00 – Michael’s top tips for new and seasoned investors30:01 – Closing thoughts: Your path to financial freedom ➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!).  I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 __________________ Attention Real Estate Investors! Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Learn more about this proven system!__________________Want to invest in real estate with all of the security and cash flow of ownership, but none of the landlord headaches? Learn more about SHARE, one of the largest asset management companies in the United States, with a turnkey "done for you" ownership program for investors. Find out more!__________________ Financial Advisors! Let me introduce you to your new secret weapon to help you land new clients, and maintain them for many years to come. Advisor Innovation Lab provides AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. __________________ How would you like to get paid for your opinion?! Sign up with User Interviews & start earning!__________________📧 Sign Up For My Monthly ROI Report on LinkedIn! It's loaded with valuable content for buyers, sellers, investors, and homeowners.__________________ 💰 Turn content into connection! At Executive Lens, we curate compelling content to help busy business owners, executives, and investors build powerful personal brands on LinkedIn and beyond. After all, attraction is the ultimate flex! 💫Download our FREE EBOOK - The Ultimate Guide To Building Your Personal Brand On Linked 💫__________________ 🎙️Want To Be Featured On Podcasts Ranking In The Top 5%? Find Out How You Can Get Featured To Build Your Personal Brand. Find out more about That1💯 __________________ 🚀 CHECK OUT MORE INCREDIBLE CONTENT ON ‘INSPIRED TO INVEST” 🚀 👉🏼YouTube & Instagram   __________________        LET’S CONNECT ON SOCIAL MEDIA 💥 → Instagram→ LinkedIn→ TikTok→ OnlineSerena Holmes is a licensed REALTOR®, real estate investor, real estate investing coach, podcast host, published author and chief content officer of Executive Lens. She is also the former CEO of Tigris Events, a multi award winning brand experience agency.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
If you want to make sure you’re prepared for your retirement, this is an episode of Inspired To Invest you won’t want to miss.Welcome back to ep113 with Steve Selengut. To watch rather than listen, click here.In this episode of Inspired to Invest, I sit down with Steve Selengut, a veteran investment manager, wealth coach, and author of Retirement Money Secrets. With over 40 years of experience managing 325+ portfolios across the U.S. and abroad, Steve shares powerful insights on how to build lasting wealth, generate reliable income, and navigate the ups and downs of the market cycle.You’ll discover:Why income investing is the most overlooked yet powerful wealth-building strategy.How to use market cycles to your advantage instead of fearing volatility.The critical role of diversification in protecting and growing your portfolio.Lessons learned from decades of investing—including mistakes and wins.How real estate and closed-end funds can work together to create multiple cash flows.What Steve really thinks about crypto, ETFs, and alternative investments.The inspiration behind his books The Brainwashing of the American Investor and Retirement Money Secrets.How he now helps individuals and advisors through his coaching and retirement income community.Whether you’re an investor, advisor, or simply curious about smarter ways to grow your wealth, this conversation is packed with timeless wisdom and practical strategies you can apply right away.👉 Don’t forget to like, subscribe, and hit the notification bell🔔 so you never miss future episodes of Inspired to Invest!Thank you to SHARE Asset Management for bringing us this month’s episodes. If you want to own rental properties, but don’t want to be a landlord, SHARE may be just what you’re looking for. Let them handle the heavy lifting, while you kick back and collect an income. To find out more go to: inspiredtoinvest.sharesfr.com “Inspired to Invest” is proud to support the Beyond Success Program, a not-for-profit financial literacy program for students, launched by More To Give & MAK Investments. Find out more at @more2give.ca.➕ Follow Serena Holmes for all things related to personal branding, business, real estate, investing, wealth (and more!). I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 📌 Timestamps01:00 – Welcome to Inspired to Invest with Steve Selengut01:30 – Steve’s beginnings on Wall Street and shift to investing for income02:20 – Understanding market cycles and why volatility is your friend05:15 – Income vs. growth investing: what most advisors get wrong07:50 – Real estate vs. stock market: how to diversify and leverage both11:00 – Alternative investments, ETFs, and managing risk14:30 – Biggest mistakes (including Enron) and lessons learned18:45 – The craziest investment move Steve ever made20:10 – Thoughts on crypto and speculative markets21:00 – The best advice Steve ever received and how it changed his path24:20 – The Brainwashing of the American Investor & Retirement Money Secrets23:10 – Coaching, the Retirement Income Community, and helping others achieve independence30:02:00 – Closing insights on building wealth with practice and wisdom  ➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!).  I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 __________________ Attention Real Estate Investors! Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Learn more about this proven system!__________________Want to invest in real estate with all of the security and cash flow of ownership, but none of the landlord headaches? Learn more about SHARE, one of the largest asset management companies in the United States, with a turnkey "done for you" ownership program for investors. Find out more!__________________ Financial Advisors! Let me introduce you to your new secret weapon to help you land new clients, and maintain them for many years to come. Advisor Innovation Lab provides AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. __________________ How would you like to get paid for your opinion?! Sign up with User Interviews & start earning!__________________📧 Sign Up For My Monthly ROI Report on LinkedIn! It's loaded with valuable content for buyers, sellers, investors, and homeowners.__________________ 💰 Turn content into connection! At Executive Lens, we curate compelling content to help busy business owners, executives, and investors build powerful personal brands on LinkedIn and beyond. After all, attraction is the ultimate flex! 💫Download our FREE EBOOK - The Ultimate Guide To Building Your Personal Brand On Linked 💫__________________ 🎙️Want To Be Featured On Podcasts Ranking In The Top 5%? Find Out How You Can Get Featured To Build Your Personal Brand. Find out more about That1💯 __________________ 🚀 CHECK OUT MORE INCREDIBLE CONTENT ON ‘INSPIRED TO INVEST” 🚀 👉🏼YouTube & Instagram   __________________        LET’S CONNECT ON SOCIAL MEDIA 💥 → Instagram→ LinkedIn→ TikTok→ OnlineSerena Holmes is a licensed REALTOR®, real estate investor, real estate investing coach, podcast host, published author and chief content officer of Executive Lens. She is also the former CEO of Tigris Events, a multi award winning brand experience agency.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What does it take to sell over $2 billion in real estate while building a boutique brokerage that thrives—even through the toughest markets? Welcome back to ep113 of Inspired To Invest with Scott Harris. To watch rather than listen, click here.Scott Harris, founder of Magnetic Real Estate in New York City, to unpack his journey from starting out in rentals to becoming a top producer, investor, and now author of the upcoming book The Pursuit of Home.Scott shares his unique perspective on the emotional side of real estate, the challenges of launching a brokerage, the lessons he’s learned as an investor, and why patience, mentorship, and compassion are the ultimate differentiators in this business.Whether you’re a real estate professional, investor, or someone curious about how top agents stay relevant in a fast-changing market, this episode is packed with insights you don’t want to miss.✨ What you’ll learn in this episode:How Scott carved out his space in New York’s competitive real estate marketWhy emotional intelligence is just as important as market knowledgeThe biggest challenges in running a brokerage (and how to overcome them)Scott’s personal approach to real estate investing—and the tax advantages pros often missHow to build trust and rapport with clients during stressful transactionsThe Magnetic Method: putting people first to close more dealsWhy financial freedom is a marathon, not a sprint—and how to stay the courseScott’s pearls of wisdom for agents and investors just starting out⏱ Timestamps:0:00 – Introduction to Scott Harris & Magnetic Real Estate3:15 – How Scott got started in real estate at 286:40 – The emotional side of real estate & managing client stress10:20 – Early career, rentals, and breaking into sales15:05 – Transition to launching his own brokerage & staying competitive with video & social media21:45 – Biggest challenges: delegation, team growth & recruitment28:30 – Scott’s real estate investment journey: condos, funds, and New Orleans properties34:50 – Market cycles, surprises, and lessons from short-term rentals41:15 – Craziest stories from the field (co-ops, bylaws & board drama)48:00 – How Scott’s team thrived in 2023–24 despite market challenges52:15 – The Magnetic Method: why leading with inspiration matters59:30 – Managing client expectations in shifting markets1:05:00 – Scott’s journey toward financial freedom1:12:15 – Pearls of wisdom for new agents & investors1:18:00 – Inspirational quotes & Scott’s go-to mindset practices1:22:00 – How to connect with Scott & learn more about The Pursuit of HomeThank you to M1 Capital Connectors for bringing us this month’s episodes of “Inspired To Invest”.  If you’re an experienced real estate investor who needs support raising capital, find out how to raise your next $1 to $3 million dollars in the next 90 days. Learn more: “Inspired to Invest” is proud to support the Beyond Success Program, a not-for-profit financial literacy program for students, launched by More To Give & MAK Investments. Find out more at @more2give.ca.➕ Follow Serena Holmes for all things related to personal branding, business, real estate, investing, wealth (and more!). I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 ➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!).  I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 __________________ Attention Real Estate Investors! Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Learn more about this proven system!__________________Want to invest in real estate with all of the security and cash flow of ownership, but none of the landlord headaches? Learn more about SHARE, one of the largest asset management companies in the United States, with a turnkey "done for you" ownership program for investors. Find out more!__________________ Financial Advisors! Let me introduce you to your new secret weapon to help you land new clients, and maintain them for many years to come. Advisor Innovation Lab provides AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. __________________ How would you like to get paid for your opinion?! Sign up with User Interviews & start earning!__________________📧 Sign Up For My Monthly ROI Report on LinkedIn! It's loaded with valuable content for buyers, sellers, investors, and homeowners.__________________ 💰 Turn content into connection! At Executive Lens, we curate compelling content to help busy business owners, executives, and investors build powerful personal brands on LinkedIn and beyond. After all, attraction is the ultimate flex! 💫Download our FREE EBOOK - The Ultimate Guide To Building Your Personal Brand On Linked 💫__________________ 🎙️Want To Be Featured On Podcasts Ranking In The Top 5%? Find Out How You Can Get Featured To Build Your Personal Brand. Find out more about That1💯 __________________ 🚀 CHECK OUT MORE INCREDIBLE CONTENT ON ‘INSPIRED TO INVEST” 🚀 👉🏼YouTube & Instagram   __________________        LET’S CONNECT ON SOCIAL MEDIA 💥 → Instagram→ LinkedIn→ TikTok→ OnlineSerena Holmes is a licensed REALTOR®, real estate investor, real estate investing coach, podcast host, published author and chief content officer of Executive Lens. She is also the former CEO of Tigris Events, a multi award winning brand experience agency.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What happens when a troubled teen who once ran away from home transforms into a successful real estate investor, digital marketing entrepreneur, and author? Welcome back to ep111 of Inspired To Invest. To watch rather than listen, click hereIn this episode of Inspired to Invest, Bryan Driscoll shares his incredible journey—from nearly being homeless in Orlando to building a thriving business, investing in real estate, and writing The Goodness Game, a book about kindness and paying it forward.Bryan’s story is raw, real, and packed with wisdom about resilience, business growth, and creating impact. Whether you’re an aspiring investor, an entrepreneur in the trenches, or simply someone looking for more meaning and purpose, this conversation will leave you inspired to take bold action and rethink what success really means.✨ What You’ll Learn in This Episode:Bryan’s wild story of running away at 18 and the stranger who helped change his lifeThe powerful ripple effect of small acts of kindness and how it inspired his book The Goodness GameHow to avoid “goal-driven depression” and create purpose through investing and entrepreneurshipKey lessons from scaling a digital marketing business and investing in real estateWhy resilience is the single most important trait for long-term successThe pitfalls of business partnerships and how to protect yourself with the right structuresSimple advice for anyone just starting out in business or real estateThe importance of finding your “energy audit” to align with your strengths and avoid burnout⏱️ Timestamps:00:00 – Welcome & introduction to Bryan Driscoll02:15 – Running away from home & surviving in Orlando at 1808:30 – A stranger’s kindness sparks a lifelong mission to “pay it forward”12:45 – The viral Craigslist experiment that proved small acts create big change16:10 – From random acts of kindness to writing The Goodness Game20:40 – The “energy audit” framework for knowing what lights you up vs. drains you26:55 – Scaling a digital marketing business & overcoming self-doubt32:10 – Business lessons: resilience, delegation, and confidence36:20 – Craziest experiences as an entrepreneur40:15 – What Bryan would do differently (drinking, partnerships, and agreements)45:00 – Best advice for new entrepreneurs and investors49:20 – How entrepreneurship creates purpose (and why retirement can feel empty)54:10 – Bryan’s go-to quote from Think and Grow Rich56:30 – Where to connect with Bryan + book & business links58:00 – Closing thoughts👉 Don’t forget to like, comment, and subscribe for more inspiring real estate and entrepreneurship stories.📖 Grab Bryan’s book The Goodness Game: goodness-game.com💻 Learn more about his marketing agency: motivatedleads.comThank you to M1 Capital Connectors for bringing us this month’s episodes of “Inspired To Invest”.  If you’re an experienced real estate investor who needs support raising capital, find out how to raise your next $1 to $3 million dollars in the next 90 days. Learn more! “Inspired to Invest” is proud to support the Beyond Success Program, a not-for-profit financial literacy program for students, launched by More To Give & MAK Investments. Find out more at @more2give.ca.➕ Follow Serena Holmes for all things related to personal branding, business, real estate, investing, wealth (and more!). I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀  ➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!).  I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 __________________ Attention Real Estate Investors! Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Learn more about this proven system!__________________Want to invest in real estate with all of the security and cash flow of ownership, but none of the landlord headaches? Learn more about SHARE, one of the largest asset management companies in the United States, with a turnkey "done for you" ownership program for investors. Find out more!__________________ Financial Advisors! Let me introduce you to your new secret weapon to help you land new clients, and maintain them for many years to come. Advisor Innovation Lab provides AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. __________________ How would you like to get paid for your opinion?! Sign up with User Interviews & start earning!__________________📧 Sign Up For My Monthly ROI Report on LinkedIn! It's loaded with valuable content for buyers, sellers, investors, and homeowners.__________________ 💰 Turn content into connection! At Executive Lens, we curate compelling content to help busy business owners, executives, and investors build powerful personal brands on LinkedIn and beyond. After all, attraction is the ultimate flex! 💫Download our FREE EBOOK - The Ultimate Guide To Building Your Personal Brand On Linked 💫__________________ 🎙️Want To Be Featured On Podcasts Ranking In The Top 5%? Find Out How You Can Get Featured To Build Your Personal Brand. Find out more about That1💯 __________________ 🚀 CHECK OUT MORE INCREDIBLE CONTENT ON ‘INSPIRED TO INVEST” 🚀 👉🏼YouTube & Instagram   __________________        LET’S CONNECT ON SOCIAL MEDIA 💥 → Instagram→ LinkedIn→ TikTok→ OnlineSerena Holmes is a licensed REALTOR®, real estate investor, real estate investing coach, podcast host, published author and chief content officer of Executive Lens. She is also the former CEO of Tigris Events, a multi award winning brand experience agency.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
loading
Comments 
loading