What happens when entrepreneurial spirit meets a family bond as strong as iron? Meet our latest guest, Maggie Polisano, CISP, CTS, co-founder of CamaPlan, a certified trust and IRA services professional and the living embodiment of this fascinating intersection. Alongside her brother Carl, Maggie has championed her way in the world of real estate investments, and she shares an inspiring story of their journey, including the phenomenal achievement of reopening I-95 in just 12 days. Maggie's insights on this remarkable example of teamwork and collaboration between business and government are sure to leave you motivated.Are you seeking new ways to secure your financial future? Let Maggie guide you around the ever-evolving world of self-directed IRAs and alternative investments. We discuss the growth of knowledge in these areas, the increasing education levels among asset providers and customers, and how to stay on top of IRS rules. We also delve into the struggles of small businesses unable to provide 401ks and the resulting impact on individuals. Stick around as we delve into an intriguing discussion about accredited versus non-accredited investors, and the access to certain markets for the lower half demographic!As we celebrate CamaPlan's anniversary, Maggie shares her vision for the company and introduces us to her passion project—Women Investor. A community designed for empowering women, it's a space where they can openly discuss business and investment, shatter glass ceilings, and break down financial barriers. Hear Maggie's profound thoughts on the role such spaces play in facilitating financial freedom for women.About Maggie Polisano, CISP, CTS:Maggie is a third-generation real estate investor, a Certified Trust Specialist (CTS) and a Certified IRA Services Professional (CISP). She is a graduate of Villanova University. With an extensive background in investing and development of residential properties in Pennsylvania, New Jersey and Florida, Maggie brings a wealth of knowledge and a track record for highly successful real estate investments. camaplan.com facebook.com/camaplan twitter.com/CamaPlan512 youtube.com/camaplan1 linkedin.com/company/camaplan instagram.com/cama_planThis episode is brought to you by CamaPlan, A Different Way to Invest. Go to camaplan.com/foundersforum to learn more.📅 New episodes every Wednesday—hit “Subscribe” now!💬 Love the show? Let us know! Leave a quick rating & review here—your feedback helps us grow!📲 Stay connected with Marc Bernstein: ➡️ Follow on Instagram | LinkedIn | Facebook🎤 Got a success story worth sharing? We’re always looking for visionary founders to feature! Apply here to be a guest on the Founders' Forum Radio Show & Podcast.📩 Join our email list here so you never miss an episode.

Ver todos los episodios