Money with Mission Podcast

On Money with Mission we share inspiring stories from everyday people investing to improve their communities. They are, in some cases, leveraging dollars and time to transform neighborhoods and generate profits for their mission-minded investors. As the stories are told we learn that investing money can bring financial gains to the investor as well as significant improvements and innovations to the world through revitalization, education, and agriculture. Whether a seasoned investor with a growing portfolio or a new investor just getting started, this show will connect you to real opportunities with significant social projects. If finding ways to put your money to work while improving communities and the people they serve is of interest to you, then start listening! Don’t miss out on the latest investment opportunity, subscribe today!

Investing and Having a Global Impact 05/11/2022

Investing and Having a Global Impact Would you like to move to another country and start investing and making an impact? In today’s episode, we have an incredible guest, David Kafka, the founder, and director of Caribbean Capital Group LLC. David Kafka oversees acquisitions, investment strategies, and business development. Prior to living and investing in Belize, David was the founder and manager of Supergreen Inc., a successful landscaping company based in Charleston, South Carolina. In addition, he spent nearly 12 years serving his community as a Firefighter/Engineer for the Mount Pleasant, SC Fire Department. David has resided in Belize for over 10 years with his family and is the Broker/Owner for real estate offices in Placencia and Hopkins. Along with his team, David shares his expertise in coastal, mountain, tropical jungle, riverfront, and agricultural properties as one of the top real estate brokerages in Belize serving the Placencia, Hopkins, Punta Gorda, Corozal, and Belmopan areas. As a volunteer for , David supports Belizeans through education, health, and community development by partnering with other organizations to deliver high-impact projects and services. To continue with his passion for animals and volunteerism, David has served as a board member and chairman of the Placencia Humane Society (PHS) for over five years. Listen and enjoy! Key Highlights: [00:01 - 06:50] Opening Statement David shares his experience living in Belize The reason why David decided to move to Belize [06:51 - 16:11] Building Your Wealth Through Real Estate How David could own a RE/MAX franchise in Placencia What David does in Belize to make an impact How to help people invest in their own country [16:12 - 23:35] Closing Segment Connect with David through , and . Head to , and invest in the fastest-growing destination in the Caribbean. Read more about how David provided safety and protection to his community here: To learn more or to join the Coastal Living Tour email . Are you ready to create wealth that lasts? Download our free eBook, . Enjoy the FREE download of Let’s Connect! You can connect with our host Felecia Froe on , , and . Be sure to check out her website to discover investment strategies designed to make a difference! If you would like to schedule a call with Felecia, go to and she will be more than happy to talk with you! LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you. Tweetable Quotes: “I want to do stuff that kind of makes an impact and, and help more people faster." - David Kafka /episode/index/show/moneywithmission/id/23069924

Investing in Carbon Capture Technology with Eric Shelly 04/27/2022

Investing in Carbon Capture Technology with Eric Shelly Have you ever heard about Carbon Capture Technology? What if I tell you that investing in those projects could be one way to help the environment and reduce your tax burden. In this week’s episode, Dr. Eric N. Shelly and I get into the weeds on carbon capture. We talk about the environmental impact of this technology and how investing in this technology is beneficial to your bottom line with tax savings as well as cash flow. Eric talks about different ways that this technology impacts us and our environment through carbon capture and sequestration which decreases greenhouse gas and enhanced oil recovery decreasing the number of oil wells that need to be drilled. Our government wants private investors to provide these services and provides significant tax benefits against W-2 income. Dr. Eric is an entrepreneur and investor. After earning a BA in Physics at Franklin & Marshall College and a DMD from the University of Pennsylvania, Eric established and grew a thriving multi-doctor, a multi-office dental business that has prospered for three decades. Eric sold his dental business and now focuses on sharing his skills, connections, knowledge, and opportunities with successful professionals. He and his team build and manage diversified strategic portfolios and projects targeting high yields, tax advantages, and equity growth and preservation. Currently, Eric and his team are focusing on the clean energy technology space, where they have acquired over $50 million in assets over the past 2 years. Listen and enjoy! Key Highlights: [00:02 - 07:42] Opening Statement Eric shares his background and work experience When Eric decided to start looking at real estate and decide that you were ready to get rid of the dentistry Real estate has been a critical component of the financing of Eric's practice [07:42 - 19:44] Investing in Buildings Along with Practice Finance Why Eric ended up investing in carbon capture technology Eric shares capital gains and taxes when selling his properties How new technology for cleaning up gas works [19:45 - 29:43] Doing Carbon Dioxide Removal The economic benefits of carbon capture and storage (CCS) Freedom Energy funds essentially raise money to buy equipment in various packages How Eric’s project takes advantage of the oil drilling deduction [19:45 - 36:58] The Economic and Environmental Benefits How to offset taxes with investments in projects that improve the carbon dioxide (CO2) in the atmosphere The risks and rewards associated with investing in a fund that uses leverage The reason why tax advice should be sought before making any investment decisions [36:59 - 38:15] Closing Segment Connect with Eric through , and . Make sure to check out , a company that provides entrepreneurial investors and busy professionals with passive income strategies and tax mitigation tools to take control of their family’s financial future. To receive your FREE Report: Top Benefits of Investing in Carbon Capture Technology: or email [email protected] Are you ready to create wealth that lasts? Download our free eBook, . Enjoy the FREE download of Let’s Connect! You can connect with our host Felecia Froe on , , and . Be sure to check out her website to discover investment strategies designed to make a difference! If you would like to schedule a call with Felecia, go to and she will be more than happy to talk with you! LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you. Tweetable Quotes: “Before storage technology, the gas with the CO2 would come out of the ground. They would have to take all of that product to someplace to have it cleaned up so that then the gas could be used for what the gas was going to be used for." - Eric Shelly “By capturing and storing CO2, we're able to reduce our reliance on fossil fuels while maintaining a healthy environment. This is an important technology because we need to reduce our reliance on fossil fuels in a way that doesn't have a negative impact on the environment.” - Eric Shelly /episode/index/show/moneywithmission/id/22882562

Investing for Tax Benefits with David Zook 04/13/2022

Investing for Tax Benefits with David Zook Did you know that the biggest expense of your life is taxes? We usually think about the price of everything, but never think about how much we “spend” in taxes. It is something you can control. In this week’s episode, I have a deep conversation with David Zook on how investing in the right things helps to save on your tax bill, even eliminate it, letting you control what happens to your money. Helping you give your money the mission you want it to have, working on things that are important to you instead of having the government decide what’s important. Dave is a successful business owner, syndicator, and investment and tax strategist. He has acquired more than $250M of real estate since 2010 which includes multi-family apartment units, multiple large institutional-grade self-storage facilities, and cleaner energy carbon distillation units that produce pharmaceutical-grade oil and liquids. His team is also one of the top 5 ATM Fund Operators in the country. Listen and enjoy! [00:01 - 07:46] Opening Segment How David went from being a business owner to being a real estate investor Why a tax problem changed David’s mindset David’s insights about paying taxes for making a lot of money [07:47 - 21:54] Investing for Tax Benefits The benefits of the tax code David’s projects to help high paid people have tax benefits How people can do a better tax planning David shares experiences that he has had with high paid professionals David introduces his book [21:55 - 23:01] Closing Segment Connect with Dave through . Head to , and build wealth with higher yield cash flow investments. To receive Dave’s ATM & Self-Storage Fund III Investment Summaries email Are you ready to create wealth that lasts? Download our free eBook, . LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you. Tweetable Quotes: “If you want to change your tax, you have to change your facts.” - Tom Wheelwright “It doesn't matter who's making the rules, all you need to know is what they are, and change your strategy.” - David Zook “I love to put investment deals together and watch them blossom.” - David Zook /episode/index/show/moneywithmission/id/22770170

Investing in Real Estate Syndications with Pancham Gupta 03/30/2022

Investing in Real Estate Syndications with Pancham Gupta As syndicators, we are aware that it is scary to take somebody else's money and tell them we're going to give it back to them because there can be a risk in any business. However, syndication is an excellent way to help people have another alternative of income and make money in real estate. In this today’s episode, Pancham Gupta shares his experience from being an employee to being self-employed, and how he started his syndication business. Pancham is a professional real estate fund manager and a co-founder of Mesos Capital which controls over $60M in assets. He is the host and founder of The Gold Collar Investor podcast and is passionate about teaching personal finance. Using his engineering background and his 14 years of experience in the FinTech industry, he has created systems and successfully built a portfolio that is cash-flowing over 10%. Pancham is also a co-founder of the popular Multifamily Mastermind NYC group and has been featured on investment panels, conferences, and podcasts. If you’re interested in gaining a deeper understanding of how to invest in real estate syndications, this episode is for you! [00:01 - 06:14] Opening Segment Pancham shares his experience moving to the USA and starting to invest in the country His journey working in the FinTech industry Pancham’s transition from being an employee to being a self-employed Why and books changed his life [06:15 - 24:05] Investing in Real Estate Syndications Pancham’s experience getting into syndication How Pacham overcame the feeling of scare when taking other’s money How to face customers when deals don’t go as expected The benefits that real estate offers as a diversification play Pancham discloses how his team makes their tenant’s lives better [24:06 - 25:38] Closing Segment Connect with Pancham through his email . Click and discover the top 6 reasons to diversify outside of Wall Street! Are you ready to create wealth that lasts? Download our free eBook, . Enjoy the FREE download of Let’s Connect! You can connect with our host Felecia Froe on , , and . Be sure to check out her website to discover investment strategies designed to make a difference! If you would like to schedule a call with Felecia, go to and she will be more than happy to talk with you! LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you. Tweetable Quotes: “ It is very hard to take other people's money, but at the same time, if you do not take it, and you cannot use that to benefit them, it's kind of selfish because you are not sharing your skillset with them.” - Pancham Gupta “Our goal is to really create a better life for each one of our residents.” - Pancham Gupta /episode/index/show/moneywithmission/id/22521710

Educating and Empowering to Build Wealth with Real Estate 03/16/2022

Educating and Empowering to Build Wealth with Real Estate Do you believe that investing in real estate is risky? The power of real estate is often underrated for people who are not really involved in it. It’s time for you to change that mindset and see the great opportunities you could have in this industry to build wealth. Today, Nicole Pendergrass shares relevant insights about how to encourage the financially insecure to build wealth and start investing in multifamily. Nicole, a health care worker, is the founder and CEO of Noirvest Holdings. She is passionate about equity in opportunities to create financial freedom and believes in the transformational power of real estate. Nicole started her real estate journey with no money, no credit, and no connections. She bootstrapped a couple of unsuccessful ventures while building her credit and savings and finally purchased a 3 family house hack. Let’s jump into how Nicole built a legacy and started helping people to become financially secure! [00:01 - 08:33] Opening Segment Nicole shares her background How she started to know about real estate How she understood ways people build wealth with real estate The decision to sign up for a coaching program Work in a hospital How to help people be aware that is possible to build wealth with real estate Do postings centered around mindset [08:34 - 20:12] Empower People to Invest in Multifamily Nicole talks about how she got her first loan The possibility of having a personal guarantee or guarantor Why Nicole wants to build a legacy and empower people to invest in multifamily Nicole’s advice for people who are doing everything by themselves Partners expand capabilities of what you can do Analyze if your missions and values are aligned with your partners Be careful of who you network with Nicole discloses deals and projects she is working on Look at some short term rentals and start a direct to seller campaign [22:13 - 34:09] Become Financially Secure Communication and network are critical in real estate People should take action and start doing something small You don't have to buy a 100 unit building on your first deal to make a difference in your life How to help people who are financially insecure Create some type of fund and have a learning component [34:40 - 37:35] Closing Segment Connect with Nicoles on , , and . Check out , build wealth passively through multifamily real estate! Are you ready to create wealth that lasts? Download our free eBook, . Enjoy the FREE download of Let’s Connect! You can connect with our host Felecia Froe on , , and . Be sure to check out her website to discover investment strategies designed to make a difference! If you would like to schedule a call with Felecia, go to and she will be more than happy to talk with you! LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you. Tweetable Quotes: “You're going to get further with partners. You might go faster alone, or you might get slower alone. It just depends on your situation. But partners are going to expand the capabilities of what you can do.” - Nicole Pendergrass “Communication is absolutely key when you're investing with someone passively.” - Nicole Pendergrass “I just think that the power of real estate is so underrated and underappreciated for the people who are not really in it because they only see the risk.” -Nicole Pendergrass /episode/index/show/moneywithmission/id/22405787

How Parents Can Better Support Their LGBTQ+ Children with Dr. Lulu 03/02/2022

How Parents Can Better Support Their LGBTQ+ Children with Dr. Lulu In this episode, we talk about having an impact and leaving a legacy by helping children. The teen suicide rate is way too high, loneliness is at an all-time high. Being able to connect and talk to our children is critical, and Dr. Lulu can help you to feel confident when you are interacting and pivoting with your child. Dr. Lulu is the CEO of Teenalive.com and Dr. Lulu’s Youth Health Center, both dedicated to Youth Suicide Prevention. She is a 2020 TEDx, United Nations, and Global Pan African Nations Speaker, a 3-time bestselling author, and a freelance writer. Dr. Lulu coaches parents of LGBTQ children, helping them accept, understand and support their children so they can thrive and flourish without judgment or limitations. Listen in, learn how supporting all children, helping them to become healthy adults can be part of your legacy. [00:01 - 10:14] Opening Segment Dr. Lulu talks about her background and story LGTBQ+ activist Pediatrician Her mission is to end suicide Coaching and speaking to entrepreneurs When Dr. Lulu had clear what her mission was A kid who tried to commit suicide twice in 2016 Psychic pain, bullying by peers, verbal assaults by parents Generational trauma and healing [10:15 - 26:04] The Role of Social Impact Listen to the words you are saying to yourself Gender fluidity is a whole spectrum It’s not only about having a child, it’s about raising it Social impact is bigger than just the investment Dr. Lulu’s perspective about helping the parents of LGTBQ+ children Investing in life, love, being present and intentional Investing in connection with yourself [parents] and your child Dr. Lulu shares what parents should consider when they don’t accept an LGTBQ+ child You don’t have to accept it, but your child is who they are Children could not live their authentic lives to please their parents Think about how kids are feeling [26:05 - 37:40] Raising and Supporting LGBTQ+ Children Dr. Lulu’s outlook about treating the trauma associated with being that person that is leading to suicide Trauma-informed care and education Children need one single trusted adult The importance of raising and saving a child What parents should take into account to support their children Ask your children how they are feeling How can I support you with and through this? How can I make it easy for you? Hear your kids and be for them We can have an impact if we see children as who they are [37:41 - 44:47] Closing Segment Dr. Lulu’s advice for parents Positively support your LGTBQ+ children Her coming book! Queer Faqs How to connect with Dr. Lulu and her work Links below Give a review and rating, and share this episode with others Final words Tweetable Quotes: “When a child is gay, the truth is they will gravitate towards people like them.” - Dr. Lulu “If I want to be in my child's life in the future, I need to allow myself to see it from their own lens, as opposed to seeing it from my lens.” - Dr. Lulu “If you can have generational trauma being passed down, you can also potentially have generational healing.” - Dr. Lulu Resources Mentioned: Books: Connect with Dr. Lulu on , , and . Make sure to visit if this is a journey you want to embark on and don’t struggle any longer! Let’s Connect! You can connect with our host Felecia Froe on , , and . Be sure to check out her website to discover investment strategies designed to make a difference! If you would like to schedule a call with Felecia, go to and she will be more than happy to talk with you! LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you. /episode/index/show/moneywithmission/id/22291607