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Planet Wealth: Fortunes of the Brave

Planet Wealth: Fortunes of the Brave

Auteur(s): Lance Woodson & Mary Kathryn Johnson
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 Planet Wealth: Fortunes of the Brave spotlights the visionaries willing to step first, because—much like the old saying—fortune favors the brave. Hosted by Co-Founder & CEO Lance Woodson and CXO Mary Kathryn Johnson, every episode rallies around Planet Wealth's mission: expanding capital access and curating investments—powered by community, accelerated by technology, leading a movement together. Across candid conversations and tactical deep-dives, you'll hear how founders, investors, and trailblazing communities are targeting economic barriers and narrowing the wealth gap one regulated offering at a time. Listeners walk away with transparent frameworks, real-world case studies, and the conviction that nobody has to feel left behind on Planet Wealth. Disclaimer: This show is produced for educational and entertainment purposes only and does not constitute financial, legal, or tax advice. Nothing discussed should be interpreted as an offer to sell—or a solicitation to buy—any security. All investments involve risk. Conduct your own due diligence, consult licensed professionals, and decide whether the opening presented aligns with your personal objectives. Explore a world apart form Wall Street with the Planet Wealth: Fortunes of the Brave Podcast! Connect with Us: https://linktr.ee/planetwealthofficial Website: https://planetwealth.com/© Planet Wealth Finances personnelles Économie
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  • E29: Rebecca McLean: Bridge the Gap: The Reg CF Revolution for Everyday Investors

    E29: Rebecca McLean: Bridge the Gap: The Reg CF Revolution for Everyday Investors
    Nov 17 2025
    Mary sits down with Rebecca McLean to unpack how the JOBS Act and Regulation Crowdfunding (Reg CF) opened a new lane for everyday investors and community focused entrepreneurs to fund real estate; legally, transparently, and at scale. Rebecca traces National REIA's 40-year mission to promote, protect, and educate the industry, including advocacy that helped unlock today's crowdfunding rules. They dig into attainable housing, revitalizing blocks "one address at a time," and why local collaboration + policy + partnerships matter just as much as capital. From accredited vs. non-accredited realities to Reg D vs. Reg CF, from rehabs and rentals to syndications and the role of REIA groups in education and support, this episode is a practical roadmap for raising community-first capital and doing deals that actually move neighborhoods forward. Key Takeaways: • Why Reg CF matters: It took the JOBS Act (2012) and SEC rulemaking (2016) to enable compliant crowdfunding, discoverability, and open solicitation,finally making smaller, local deals visible. • Community is the edge: Local knowledge + national networks = smarter underwriting, better comps, and safer deals especially in neighborhoods banks won't touch. • Attainable > "affordable": Small investors can deliver workforce/attainable housing via rehab and value-add where large builders can't pencil starter homes. • Education & protection: National REIA's 120+ local groups provide training, legislative updates, due-diligence checklists, cost-saving benefits, and partnerships with community entities. • Build wealth on purpose: Flips create income; holds and syndications build durable wealth. "Do a couple rehabs, hold one" beats buying yourself another job. • Cycles are coming: Many new investors have only seen "up." Community experience and disciplined capital stacks help you survive the next blip. • Action > anxiety: "Just do it but not blindly." Use community, education, and compliant platforms to navigate the regulated process. Chapters: • 00:00 – Intro: Meet Rebecca McLean & National REIA at 40 • 01:32 – The JOBS Act, Reg CF & opening the door for small investors • 02:41 – Advocacy journey: from Reg D limitations to true democratization • 08:21 – Why community-first crowdfunding works in real estate • 09:14 – "Building Better Communities": block-by-block revitalization • 12:27 – Purpose-driven deals: teachers, veterans, sober living & stability • 15:38 – Education that sticks: local REIAs, data, and due diligence • 18:13 – Attainable housing vs. new-build economics; cost controls & benefits • 22:34 – From first flip to syndications: real success paths • 26:10 – Closing the wealth gap: why Planet Wealth leans into real estate • 27:35 – Policy + partnerships + local wisdom: the other half of capital • 29:49 – The power of diverse roles on a deal team (and on-the-ground intel) • 30:46 – Market cycles: why community experience keeps you steady • 33:19 – Final advice: "Just do it, get educated and plug into community" Resources Mentioned: • National REIA: 120+ local investor associations; training, benefits, legislative updates, market data, and best practices • Topics: JOBS Act (2012), SEC rulemaking (2016), Reg CF vs. Reg D, accredited vs. non-accredited investors, community revitalization, attainable housing, syndications, due diligence, cost-saving vendor programs Connect with Rebecca / National REIA: • Search "National REIA Rebecca McLean" to find the national site and your nearest local group. Explore Planet Wealth: Learn how compliant Reg CF raises help community-first real estate projects get funded: planetwealth.com Instagram | TikTok | Facebook | LinkedIn | YouTube
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    35 min
  • E28: Matt Slepin: From Cowboys to Platforms: What's Next in Real Estate

    E28: Matt Slepin: From Cowboys to Platforms: What's Next in Real Estate
    Nov 10 2025
    Lance sits down with Matt Slepin, one of real estate's best-known executive recruiters and storytellers, to trace the industry's arc from the RTC era to today's institutional, tech-enabled platforms—and what comes next. Matt explains how CMBS and REITs catalyzed a shift from "piles of assets" to true operating companies, why technology and capital markets now define competitive advantage, and how leaders must evolve from property whisperers to business builders with resilient balance sheets, systems, and succession. They get real about purpose and profit—from serving renters and strengthening cities to tackling climate's 40% built-environment footprint—arguing that durable impact often follows enlightened self-interest over 20-year horizons (and keeps regulation at bay). Matt shares hiring and leadership patterns he sees across top performers: discipline + flexibility, altitude control (don't live at 500 feet), and the courage to grow beyond the founder's shadow. Stories span nonprofit scale, workforce housing entrepreneurship, and what it takes to create the best place to work—because culture shows up in NOI. Key Takeaways: • Institutionalization 2.0: Post-RTC, CMBS and REITs professionalized the game; now platform excellence (people, systems, capital structure, tech) is the edge. • Tech + Capital = Gravity: From investor reporting to property ops, tech rewires every function; capital market savvy (leverage, maturities, stack) keeps you alive in downturns. • Purpose via Self-Interest: Serving renters, cities, and climate aligns with long-term reputation and regulation risk—mission and margins reinforce each other. • Hire for tomorrow: Deep discipline expertise and resilience/flexibility beat static resumes; many next-gen CFOs must run a company, not 30 LLCs. • Lead at altitude: Great CEOs live high enough to steer the platform, but can drop to 5,000 feet to mentor—not to micromanage. • Focus wins: Pick a thesis you can execute, stay relentless, let it evolve—but stick with the lane long enough to compound. Chapters: • 00:00 – Warm-up: who's Matt and why this matters • 05:03 – RTC, CMBS, REITs: how the "cowboys" met the balance sheet • 06:31 – What changes next: platforms, tech, AI, sophistication • 08:08 – Apartments, cities, climate: purpose through enlightened self-interest • 11:07 – Reputation & regulation: why long-term thinking pays • 13:31 – People vs vision? Align both; culture as enterprise value • 16:25 – Operating as a company: capital stacks, leverage, hold-period survival • 18:44 – Two drivers of change: capital markets + technology everywhere • 21:46 – Hiring now: discipline depth + flexibility/resilience • 25:59 – Bridging the gap: from asset gurus to platform leaders • 27:45 – Growing with the company: altitude control beats the weeds • 30:57 – Builders bigger than themselves: nonprofit scale, workforce housing plays • 35:33 – Staying on mission: focus, relentlessness, best-place-to-work ethos • 37:29 – Leadership that lasts: be good people, create value • 39:07 – Career map: find your lane, then dig deep • 41:18 – Personal: partnership, music, and a bagel-shop jam called "Stoosday" Resources Mentioned: • ZRG — Global talent advisory (Real Estate Practice) • Terra Search Partners — Executive search in real estate • Leading Voices in Real Estate — Matt's podcast (1M+ downloads) • Themes: RTC/CMBS/REITs, apartment industry, workforce/affordable housing, secondary/tertiary market theses, culture & "best place to work," climate impact of the built environment Connect with Matt: • Podcast: Leading Voices in Real Estate • Firm: ZRG – Global Real Estate Practice • Search: "Matt Slepin ZRG Leading Voices" for episodes & articles Follow Planet Wealth: Instagram | TikTok | Facebook | LinkedIn | YouTube Website: planetwealth.com
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    38 min
  • E27: Kathy Fettke: Real Wealth, Real Returns: The Cash-Flow Playbook

    E27: Kathy Fettke: Real Wealth, Real Returns: The Cash-Flow Playbook
    Nov 3 2025
    Mary Katherine Johnson sits down with Kathy Fettke, Co-Founder of Real Wealth, to unpack a practical roadmap to real estate investing that ordinary professionals can use to build durable wealth. After a family health scare wiped out her savings, Kathy discovered the power of rental income and house hacking, then turned a weekend radio show into a learning engine interviewing experts (including Robert Kiyosaki) and stress-testing everything with commonsense cash flow. In this episode, she explains how to leave bubble markets for fundamentals, why average-priced homes near jobs and infrastructure win, and how disciplined vetting of property managers protects returns. Kathy traces the origins of Real Wealth, now an 88,000-member community helping busy professionals buy sensible rentals and participate in passive syndications. You'll hear how she helped clients exit overheated markets, redeploy into metros like Dallas at the start of massive growth cycles, and avoid the 2009 wipeout—while emphasizing education over hype. We cover criteria for market selection (jobs, population, schools, infrastructure), avoiding analysis paralysis, and building a retirement portfolio of cash-flowing assets you'd be proud to offer tenants. She also shares the mindset reset that unlocked her progress—challenging limiting beliefs about money, trusting data plus intuition, and taking action after a focused year of study. Whether you're early in your journey or ready to scale, you'll walk away with a playbook for resilient passive income that aligns purpose, planet, and profit. Subscribe to Fortunes of the Brave for bold, credible, visionary conversations that help you take the next right step. Key Takeaways: • Define buy-box fundamentals and stick to cash flow over speculation. • Follow jobs, population growth, schools, and new infrastructure when choosing markets. • Vet property managers rigorously; your team is the moat around your returns. • Start where the numbers work (average-priced homes); avoid negative cash flow "status" assets. • Educate deeply, then act—progress beats perfection and paralysis. Chapters:• 00:00 – Welcome + who is Kathy Fettke • 01:04 – Real Wealth's mission: build long-term rental portfolios • 02:10 – Health scare, house hacking, and discovering rental income • 05:13 – Pivot to broadcasting about wealth and learning from experts • 07:07 – Mortgage clients' strategies and the power of leverage (then) • 09:50 – First high-net-worth client: seeing the planning gap • 11:44 – Bubble markets vs. fundamentals; enter Dallas playbook • 12:50 – Buying five Texas rentals that actually pencil • 16:30 – How to vet property managers and read local demand • 19:52 – Tenant-first mindset and providing a needed service • 28:46 – Real Wealth today: 88K members, free education, vetted teams • 31:07 – Early syndications and the path to passive investing • 33:37 – Client outcomes and why common sense wins • 35:11 – Debating "it's dangerous to buy" and winning on cash flow • 37:29 – Close + how to connect with Kathy Resources Mentioned: • Real Wealth — free education, vetted teams • Rich Dad Poor Dad — Robert Kiyosaki • Extreme Success — Rich Fettke • Case-Shiller Index (context from Kathy's media appearances) • Rockwall, TX example (schools, commute, infrastructure) • JOBS Act and passive real estate syndications (context) Connect with Kathy: • Website: realwealth.com • LinkedIn • Other: Free weekly investor webinars at Real Wealth Follow Planet Wealth: Instagram | TikTok | Facebook | LinkedIn | YouTube Website: planetwealth.com
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    38 min
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