Episoder
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In this inspiring episode of The Money Room, I sit down with Caressa, a dedicated registered nurse with an incredible story of resilience and success. With over 16 years of experience in healthcare, Caressa shares her journey through personal trials, including a challenging separation, and how she transformed her financial future through property investment.
Episode Highlights:
00:00:00 - Episode trailer
00:02:46 - Career as a Registered Nurse
00:04:52 - Nurses and Financial Planning
00:06:40 - Typical Day of a Nurse
00:07:55 - Nurse Salaries and Work-Life Balance
00:11:42 - Property Investment Journey Begins
00:13:12 - Overcoming Separation and Financial Challenges
00:16:20 - Property Portfolio Details and Growth
00:19:45 - Recent Property Acquisition in South Australia
00:22:49 - Advice for Nurses on Investing
00:25:32 - Rapid Fire Questions
About my guest:
Caressa Uy is an Emergency Registered Nurse with a passion for helping others and a love for life’s adventures. A dedicated dog mama to her two pups, Leila and Daisy, Caressa balances her demanding career with moments of joy spent traveling and exploring new places. She’s driven by a commitment to personal growth, acknowledging that she’s a “work in progress” on her journey to becoming the best version of herself.
Find out more about Caressa
Instagram: https://www.instagram.com/resresres/
Watch full video and subscribe to my YouTube channel
https://www.youtube.com/@LuckyVelasquez_
Follow me on Instagram
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Follow me on TikTok
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Don’t forget to rate and review the podcast!
Spotify: https://bit.ly/4e6x3vc
Apple Podcast: https://bit.ly/3YmxonR
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In this episode, I am joined by Fernando Prieto, principal of Solid Partners and Advisors. Fernando shares how he turned a $5,000 investment into a $320,000 profit through property and built an $8.5 million portfolio. We discuss financial decision-making, common mistakes for self-employed individuals, and navigating property development. Fernando also reflects on balancing wealth with giving back, health, and family.
Episode Highlights:
00:00:00 - Episode trailer
00:00:55 - Introduction of Fernando and his background
00:03:10 - Career journey and starting Solid Partners
00:07:54 - $8.5M property investment journey
00:09:31 - First challenge clients encounter in property investment
00:10:40 - Lessons learned from a first time client
00:11:49 - Why people hesitate in property investment
00:15:21 - How a $5k kickstarted Fernando’s real estate journey
00:21:16 - Common financial mistakes self-employed people make
00:24:28 - Financial advice for young investors
00:29:31 - Final thoughts on negative-gearing
00:34:23 - Top 5 Rapid fire questions
About my guest:
Fernando Prieto is the Director and Principal of Solid Partners Accountants and Advisors Pty Ltd. His role is to act as a gateway between his clients and them receiving excellence in accounting and taxations services. With over a decade worth of experience at mid-tier and boutique accountancy firms, Fernando has developed a strong comprehension in complex tax matters. Assisting clients navigate the ever increasing complexities of the Australian taxation system, ensuring compliance and implementing tax effective strategies.
Find out more about Fernando
Website: https://solidpartners.com.au/
Instagram: https://www.instagram.com/solidpartnersaus/
Watch full video and subscribe to my YouTube channel
https://www.youtube.com/@LuckyVelasquez_
Follow me on Instagram
https://www.instagram.com/luckyvelasquez_/
Follow me on TikTok
https://www.tiktok.com/@luckyvelasquez_
Don’t forget to rate and review the podcast!
Spotify: https://bit.ly/4e6x3vc
Apple Podcast: https://bit.ly/3YmxonR
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In this episode, I am joined by Jaka Indra, a seasoned professional in the finance and property industry. We discuss the common challenges clients face when navigating the property market. Jaka highlights how many buyers struggle with the emotional pressure of making major financial decisions, often leading to indecision. If you're feeling overwhelmed by the property market, this episode offers valuable insights into how professional assistance can relieve that burden and lead to success.
Episode Highlights:
00:00:00 - Episode trailer
00:00:52 - Introduction of Jaka and his background
00:05:04 - Transition from working at banks to becoming a broker
00:06:11 - The importance of providing unbiased client support in property investing
00:07:54 - Common challenges clients face when buying property.
00:09:26 - The Role of Buyers' Agents
00:12:35 - Current state of the property market and the role of finance in property investment
00:18:11 - Insights on market trends and the potential for future property booms.
00:22:16 - The growing trend of using SMSFs for property investment
00:26:02 - Jaka’s personal property experiences
00:29:04 - Common misconceptions clients have about using buyers' agents
00:32:18 - The importance of understanding risk in property investment
00:33:37 - Rapid-fire questions
About my guest:
Jaka Indra is the GM Partner at Property Avenue. He is a strategic leader with a passion for working alongside people to create and implement strategies that drive exceptional results and bring them closer to their goals. With extensive experience in business development and sales, Jaka's career with blue-chip organizations has honed his leadership skills and deep understanding of service delivery, from frontline operations to senior management.
Find out more about Jaka
LinkedIn: https://www.linkedin.com/in/jakaindraputra/
Facebook: https://www.facebook.com/profile.php?id=607564781
Instagram: https://www.instagram.com/getjakd/
Watch full video and subscribe to my YouTube channel
https://www.youtube.com/@LuckyVelasquez_
Follow me on Instagram
https://www.instagram.com/luckyvelasquez_/
Don’t forget to rate and review the podcast!
Spotify: https://bit.ly/4e6x3vc
Apple Podcast: https://bit.ly/3YmxonR
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In this episode, we explore how Joesan Santos achieved a 52% property valuation growth in just over two years, from $464,000 to $704,000. Join us as we dive into Joesan's background as a data center technician for Microsoft, his motivations for investing in property, and the invaluable insights he gained along the way. We explore the challenges he faced, the support from his family, and how he navigated the complexities of the real estate market with the help of a knowledgeable team.
Episode Highlights:
00:00:00 - Episode trailer
00:01:10 - Introduction of Joesan and his background
00:03:00 - Relationship with money
00:06:00 - Joesan’s salary and financial background
00:07:30 - First property purchase experience
00:09:00 - The importance of data in making informed property investment decisions
00:10:30 - First property deal details
00:13:30 - Equity release for future investments
00:15:00 - Second property purchase
00:19:00 - Joesan’s future plans and goals
00:23:00 - Rapid fire questions
About my guest:
Joesan Santos is a 27-year-old Data Center Technician at Microsoft, ensuring everything runs smoothly in the tech world. Outside of work, Joe is passionate about gaming and music. He’s also proud of his accomplishments in the property market, having secured two investment properties on a single income. Always on the lookout for ways to save and invest, Joesan is committed to building a strong financial future while enjoying his personal passions.
Find out more about Joesan:
Instagram: https://www.instagram.com/joesannn/
Subscribe to my YouTube channel
https://www.youtube.com/@LuckyVelasquez_
Follow me on Instagram
https://www.instagram.com/luckyvelasquez_/
Don’t forget to rate and review the podcast!
Spotify: https://bit.ly/4e6x3vc
Apple Podcast: https://bit.ly/3YmxonR
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🎉 Welcome to The Money Room with Lucky! 🎉
Get a sneak peek of Episode 1 as Lucky and his guest dive into the world of property investing! This quick trailer gives you a taste of real stories, expert tips, and the steps that helped people turn property investments into financial freedom.
Whether you’re starting or growing your portfolio, The Money Room has something for everyone.
Subscribe and listen now and get ready for our full launch on November 4th!
