『Planet Wealth: Fortunes of the Brave』のカバーアート

Planet Wealth: Fortunes of the Brave

Planet Wealth: Fortunes of the Brave

著者： Lance Woodson & Mary Kathryn Johnson
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概要

 Planet Wealth: Fortunes of the Brave spotlights the visionaries willing to step first, because—much like the old saying—fortune favors the brave. Hosted by Co-Founder & CEO Lance Woodson and CXO Mary Kathryn Johnson, every episode rallies around Planet Wealth's mission: expanding capital access and curating investments—powered by community, accelerated by technology, leading a movement together. Across candid conversations and tactical deep-dives, you'll hear how founders, investors, and trailblazing communities are targeting economic barriers and narrowing the wealth gap one regulated offering at a time. Listeners walk away with transparent frameworks, real-world case studies, and the conviction that nobody has to feel left behind on Planet Wealth. Disclaimer: This show is produced for educational and entertainment purposes only and does not constitute financial, legal, or tax advice. Nothing discussed should be interpreted as an offer to sell—or a solicitation to buy—any security. All investments involve risk. Conduct your own due diligence, consult licensed professionals, and decide whether the opening presented aligns with your personal objectives. Explore a world apart form Wall Street with the Planet Wealth: Fortunes of the Brave Podcast! Connect with Us: https://linktr.ee/planetwealthofficial Website: https://planetwealth.com/© Planet Wealth 個人ファイナンス 経済学
エピソード
  • E39: Dr. Felecia Froe: How to Invest When You're Scared (Because Everyone Is)

    E39: Dr. Felecia Froe: How to Invest When You're Scared (Because Everyone Is)
    2026/01/27
    Dr. Felecia Froe, board-certified urological surgeon turned social impact investor, joins Mary Kathryn Johnson of Planet Wealth for a candid conversation about building wealth with purpose. As the founder behind Money with Mission and Wealth Be Hers, Dr. Froe shares how her path from medicine to real estate investing became a mission to help women gain the financial power to walk away from jobs or relationships that are not in their best interest. After reading Rich Dad Poor Dad, Dr. Froe began buying real estate and rapidly scaled to 18 properties. Then 2008 hit, and she lost everything. What followed was a difficult season of lawsuits, divorce, and hard lessons, but she kept moving forward, rebuilt with mentorship, and eventually found her true lane in social impact investing: investments designed to produce returns while strengthening communities. This episode explores the mindset shift from working for money to building assets that work for you, along with the truth that fear never fully disappears at higher levels of investing. Dr. Froe breaks down a practical framework for action: define your worst-case scenario, decide what you can afford to lose, and start small enough that you can learn without freezing. The conversation also highlights why "who" you invest with matters more than the product itself, and why women can build real wealth by aligning investments with a clear purpose. You will hear how Dr. Froe is investing in sober living homes through the Oxford House model, and why food deserts and access to nutrient-dense, local food are central to community health. If you care about social impact investing, real estate investing, regulation crowdfunding, and helping women investors build real financial freedom, this episode delivers both strategy and conviction. Listen to the full episode of Fortunes of the Brave for the deeper conversation. Key Takeaways: • Reframe money by prioritizing assets over consumption • Start investing by choosing a "small enough to learn" risk amount • Reduce fear by stress-testing the worst-case scenario • Align real estate investing with community outcomes and purpose • Vet the operator first because who you invest with matters most Chapters: • 00:00 – Welcome and who Dr. Felecia Froe is • 01:05 – The voice that said medicine was not the final chapter • 01:50 – Rich Dad Poor Dad and the first real estate buys • 02:57 – The 2008 crash and losing everything • 03:18 – Rebuilding with mentors and rediscovering purpose • 04:02 – Social impact investing as the "this is it" moment • 05:20 – Why investors invest in purpose, not just profit • 07:15 – Mindset after failure and finding the right people • 13:08 – Lessons from the mid-2000s lending era • 15:57 – Choosing freedom over the "safe" identity of medicine • 19:45 – Money with Mission: women should never feel stuck • 24:49 – Fear of losing money and starting with what you can afford • 30:03 – Sober living homes and the Oxford House model • 31:30 – Food deserts, grocery access, and "food is medicine" • 36:12 – The top rule: know who you are investing with • 36:58 – Closing and where to connect Resources Mentioned: • Rich Dad Poor Dad (Robert Kiyosaki) • The Rich Dad series (Robert Kiyosaki) • JOBS Act and Regulation Crowdfunding (Reg CF) • Oxford House (sober living model) • FreshRx / Food is Medicine (program concept) Connect with Felecia: • LinkedIn • Other: Money with Mission, Wealth Be Hers (names mentioned in episode) Follow Planet Wealth: Instagram | TikTok | Facebook | LinkedIn | YouTube planetwealth.com
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    35 分
  • E38: Joshua Kagan: Locked Out of Real Estate? Why Land Is a Smart First Step to Owning Real Assets

    E38: Joshua Kagan: Locked Out of Real Estate? Why Land Is a Smart First Step to Owning Real Assets
    2026/01/20
    Joshua Kagan is a real estate and fintech builder focused on expanding access to ownership for everyday people. He is the co-founder of Bonfire and the founder of Friendly Acres, a land-focused venture designed to help people exit stranded land assets while creating affordable pathways into real asset ownership. In this episode of Fortunes of the Brave, Joshua shares how his journey from fix-and-flip investor to fintech founder reshaped his views on democratized access to real estate. Drawing on lessons from launching Bonfire during a volatile regulatory moment, he explains why land has emerged as one of the most practical and overlooked entry points for people who feel locked out of traditional real estate investing. Joshua breaks down why rising home prices, higher interest rates, and student debt have turned the American Dream of ownership into what he calls an "American myth." He explains how regulatory structures like Reg D offerings restrict non-accredited investors from accessing private real assets, and why that imbalance has accelerated wealth concentration over the last two decades. The conversation dives deep into Friendly Acres and Smart Land Investors, where Joshua is tackling the problem from both sides of the market. For sellers, land often becomes a stranded asset that generates taxes but little liquidity. For buyers, land can serve as a lower-cost, lower-maintenance starting point for real asset ownership, often with seller financing and significantly reduced upfront capital requirements. Beyond platforms and capital structures, Joshua emphasizes education as the real unlock. He shares first principles for evaluating land, including population growth, geography, slope, flood zones, and the long-term power of compound growth. The episode closes with a powerful reflection on curiosity, imposter syndrome, and why doing the work matters more than having the "perfect" background. If you care about real assets, inclusive ownership, and building long-term wealth without gimmicks, this conversation offers a grounded and honest framework for thinking differently about land and access. Key Takeaways: Reframe land as a viable first step into real asset ownership Understand how regulation limits access to private investments Recognize why stranded land assets create opportunity on both sides of the market Apply first-principle thinking when evaluating land deals Embrace action over perfection when building in capital-intensive spaces Chapters: 00:00 – Introduction and guest background 02:35 – From first fix-and-flip to real estate builder 04:45 – Lessons learned from building Bonfire 07:33 – Why land is an overlooked entry point to ownership 09:57 – The problem with accredited-only investment access 13:00 – Solving stranded land assets with Friendly Acres 15:31 – Lowering barriers to entry and seller financing 18:19 – First principles of land investing 20:51 – Democratizing access to real estate 25:48 – Advice for builders facing imposter syndrome 30:50 – A life-changing story from Nepal 33:12 – Final reflections on belief, work, and ownership Resources Mentioned: Friendly Acres Smart Land Investors Bonfire Connect with Joshua: Website: Friendly Acres LinkedIn: Joshua Kagan Follow Planet Wealth: Instagram | TikTok | Facebook | LinkedIn | YouTube planetwealth.com
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    26 分
  • E37: Lisa Phillips: Your 9–5 Can Be Fuel: Using Your Job to Fund Real Estate

    E37: Lisa Phillips: Your 9–5 Can Be Fuel: Using Your Job to Fund Real Estate
    2026/01/12
    In this episode of Fortunes of the Brave, host Mary Kathryn Johnson sits down with Lisa Phillips, founder of Affordable Real Estate Investments, to unpack how she went from foreclosure to financial independence using affordable rental properties. Lisa is known for helping overlooked investors, especially Black professionals, build profitable real estate portfolios in working class and minority neighborhoods using low cost, high cash flow strategies. Lisa shares how she realized corporate America was not her long term path and reframed her engineering job as a paycheck to fund her real business: affordable real estate investing. She walks through buying an overpriced Las Vegas property at the top of the 2006 market, losing it to foreclosure, and then rebuilding by targeting sub 30k and 30k to 60k homes in lower income but stable areas. Instead of chasing luxury flips, she focused on out of state real estate investing, long distance rentals, and using time as her ally to renovate and stabilize properties on a modest budget. From her first 13k Baltimore house to assembling a portfolio across multiple cities, Lisa explains how investors without generational wealth can start small, live on less, and use each corporate paycheck to buy freedom. She breaks down the mindset shifts required to let go of ego, status, and the belief that your first deal has to be 50k or bigger. One house every 18 to 24 months, in the right market, can change a family's financial trajectory. Lisa also opens the door to global real estate investing, sharing how she now lives part time in France, uses her home as a primary residence and short term rental, and why getting a local property manager is essential when investing across cultures and continents. If you have ever felt "overlooked" by traditional wealth advice, this conversation will show you a practical path into rental properties, no matter your starting point. Listen to this episode of Fortunes of the Brave to learn how to use small, strategic moves to build big, long term freedom. Key Takeaways: • Reframe your day job as a paycheck to fund your real business or investments • Start with low cost rentals in the 30k to 60k range instead of waiting for a perfect big deal • Use time as your advantage by renovating slowly and avoiding rushed, high risk projects • Drop ego and status so you can use "layaway" style strategies and modest steps to build wealth • Apply long distance investing systems to both out of state and international real estate Chapters: • 00:00 - Welcome to Fortunes of the Brave with Lisa Phillips • 00:41 - From corporate burnout to a 40 by 28 retirement goal • 02:51 - Corporate America as a paycheck to your real business • 03:43 - Growing up low income and doing "whatever it took" • 06:29 - The first 13k house and rebuilding after foreclosure • 08:31 - Being forced to invest outside your city on a modest budget • 11:17 - Overlooked investors and why traditional advice misses them • 14:20 - Layaway, Klarna, and dropping ego to start small • 17:23 - Designing a plan for one house every 18 to 24 months • 20:40 - Taking the strategy global and investing while living in France • 23:43 - Short term rentals, property managers, and European market realities • 28:42 - Systems for long distance and out of country investing Resources Mentioned: • Book - The Millionaire Next Door • Book - Millionaire By 30 • Affordable Real Estate Investments (Lisa's company) • Concepts - Layaway, Klarna and modest step investing • Lisa's upcoming book on long distance investing (states and global) Connect with Lisa: • LinkedIn: Lisa Phillips • Other: Instagram, Twitter and YouTube under "Affordable Real Estate Investments" or "Affordablerei" • Follow Planet Wealth: Instagram | TikTok | Facebook | LinkedIn | YouTube planetwealth.com
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    39 分
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