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

12/08/2025 37 min Temporada 1 Episodio 67
From Special Agent to Safe Lending Strategist: Melissa Palmer Shares What Every Investor Needs to Know Before Wiring Funds EP 67

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

Episode Synopsis

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:



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.




 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.




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 [email protected] or DM @aleciastg on Instagram

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