DiscoverThe Conscious Edge Podcast: Redefining Wealth as a Whole Human ExperienceFrom Special Agent to Safe Lending Strategist: Melissa Palmer Shares What Every Investor Needs to Know Before Wiring Funds EP 67
From Special Agent to Safe Lending Strategist: Melissa Palmer Shares What Every Investor Needs to Know Before Wiring Funds EP 67

From Special Agent to Safe Lending Strategist: Melissa Palmer Shares What Every Investor Needs to Know Before Wiring Funds EP 67

Update: 2025-08-12
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Want to feel more confident in who you're lending your money to? Start with the right questions.


Get full show notes at www.consciousedge.com/ep067


I’m Alecia St. Germain, founder of The Conscious Edge and host of this podcast. If you're using private lending to grow your wealth, you need to know this: even savvy investors can fall for a polished pitch. In this episode, I talk with Melissa Palmer, former federal agent and behavioral scientist, who now dedicates her work to protecting investors from fraud and fuzzy facts. 


After losing a significant sum in a deal gone sideways, she used her investigative training and firsthand experience to build a safer system for evaluating lending opportunities. This is a must-listen if you're handing over cash and want to do it with confidence.


📝 Top 3 Takeaways from the Episode:




  1. What you don’t know can cost you: Melissa shares how even with deep experience, she lost money and how that moment reshaped her entire approach to investing.




  2.  Create your own “safe lending system”: Learn the framework Melissa uses to help her clients vet borrowers, structure due diligence, and reduce emotion-driven decisions.




  3. Purpose protects your profits: Start with your vision. Know what kind of impact you want your money to have because clarity creates boundaries that keep you (and your wallet) safe.




🎧Resource mentioned in this episode:


Connect with Melissa Palmer on Instagram @melpalmer.me


To learn more about Capital Verified services visit https://capitalverified.com/


Interested in Working Together?


Learn more about The Exponential Entrepreneur (www.consciousedge.com/apply):  A full year coaching experience for women in real estate and entrepreneurship who don’t need more strategy and suspect they themselves are the biggest obstacle in the way.  


Disclaimer (www.consciousedge.com/podcast-disclaimer)


Connect with Us:
Send questions and feedback to hello@consciousedge.com or DM @aleciastg on Instagram

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From Special Agent to Safe Lending Strategist: Melissa Palmer Shares What Every Investor Needs to Know Before Wiring Funds EP 67

From Special Agent to Safe Lending Strategist: Melissa Palmer Shares What Every Investor Needs to Know Before Wiring Funds EP 67

Alecia St. Germain