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Mar 18 •
We are LIVE! The 2026 ADU Roadmap Workshop
The doors are officially open! Join me and Jonathan Mitchell from ADU Pals as we break down exactly how to navigate San Diego’s new zoning shifts and build high-ROI units this year. We’re diving into: - ✅ The 2026 Compliance Checklist - ✅ Design strategies to maximize your square footage - ✅ A live San Diego case study (dirt to doors!) Time: 1:00 PM – 2:00 PM PST Join the meeting here: https://meet.google.com/qai-paed-afu See you inside! ☕️
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Mar 5 •
Stop paying interest first. Start paying principal first. 🏠💰
Are you tired of the traditional 30-year mortgage trap? In this video, we sit down with Mason Maurer, Vice President at Northpointe Bank, to break down the AIO (All-In-One) Loan—a game-changing 1st-lien HELOC connected to an FDIC-backed checking account. For real estate investors, entrepreneurs, and high-income earners, this isn’t just a mortgage; it’s a powerful liquidity tool. Imagine your rental income or business profits immediately offsetting your loan balance the moment they hit your account, saving you tens of thousands in interest—all while keeping that cash 100% accessible for your next flip, ADU build, or investment project. https://youtu.be/MYnG5KmLa1I
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Aug '25 •
Welcome!
👋 Welcome to The Funding Lab Most lenders are quick to sell you a loan—if you’ve got a W-2 and a high credit score. But the real question is: Is this the right funding strategy for your life, goals, and situation? In The Funding Lab, we’re not here to push products. We're here to help you design a smart, personalized path to funding—whether you’re self-employed, a business owner, or navigating non-traditional income. 🧪 This is where we experiment, learn, and build strategies that work for you—not just the bank. You deserve more than approval. You deserve a plan that aligns with your vision 💼 🚀 Your First Move: Drop a quick intro below! 👇 - Who are you? - What kind of income or business do you have? - What’s your #1 funding goal right now? We’re here to help you get strategic and get approved. Let’s get to work.
11h •
Bankable and Sellable: YouTube Live
We are LIVE today at 1:00 PM Pacific for Wealthy Wednesday, and today we are on YouTube Live. Topic: Bankable and Sellable, even if you never sell. A banker and a buyer ask for the same thing: proof. Today I am teaching how to get your books in order so your business can prove its cash flow, carry funding, and hold real value, whether you plan to sell it or keep it for life. We will cover the 3 buckets: books that tell the truth, cash flow that can be proven, and a business that does not depend on the owner for everything. I will also run the 10-point self-score live so you can grade your own business during the call. Watch here at 1:00 PM Pacific: https://youtube.com/live/kP2-a0Wp4H8?feature=share Homework I will assign on the call: books reconciled through October 31, plus a 1-page debt schedule. Drop the word BOOKS in the comments when you are in, and bring 1 question about your books or your funding. Senator
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7d •
Wealthy Wednesday Coffee Hour starts at 1:00 PM PT today
Here you go, Senator. Copy and send: Wealthy Wednesday Coffee Hour starts at 1:00 PM PT today. Live walkthrough of the DTI (debt-to-income) calculator: what counts, what does not, and how lenders read your number. Join us live here:
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