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Wealthy Wednesday Coffee Hour is happening in 7 days
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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.
Workshop Announcement: Master the "All-In" Mortgage!
🚀 Hey Funding Lab Family! Are you ready to completely change the way you think about home financing and debt? Tomorrow, we are pulling back the curtain on one of the most powerful wealth-building tools in the real estate world: The All-In Mortgage. We’ve invited Mason from North Point Bank to lead a deep-dive workshop. He’s going to break down exactly how this strategy works to help you pay off your home faster, save thousands in interest, and keep your liquidity right where you need it. This is a FREE Google Meet session exclusively for this community. Whether you're looking for your next investment or wanting to optimize your personal residence, you do not want to miss Mason’s expertise. The Details: 📅 When: Tomorrow 1:00 PST 📍 Where: Google Meet The Funding Lab - Kick Off Wednesday, Aug 20 · 1–2 PM Google Meet joining info Video call link: https://meet.google.com/ovq-whvu-cmv Let’s get those questions ready and prepare to level up. I’m looking forward to seeing everyone there!
FYI - Call Canceled this week
Hello everyone my speaker Canceled today and I am getting crunched so let’s meet next week. Looking forward to seeing everybody and drop any questions that you have for me.
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This weeks call
Hello Everyone, We need to reschedule today’s call for next week. Our featured speaker had an unavoidable conflict arise, but the silver lining is that we now have extra time to make next week’s session truly exceptional. You won't want to miss it—stay tuned for the new calendar invite."
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Multiple Properties
I currently have ownership interest in 4 properties in two different states. I want to create/treat these as a business to best leverage their income and the benefits. I’m attempting to sort out random info like…each property should be its own LLC, establish all under a trust. Short term…me to own these properties and family will rent. Long term, either maintain these properties as rentals or liquidate with a sound cost effective strategy considered. Oh yeah…I have future properties in mind to add.
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