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"Inspired to Invest" Podcast

"Inspired to Invest" Podcast

Di: Serena Holmes
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 The "Inspired To Invest" Podcast shares stories from inspirational business owners, entrepreneurs and real estate investors, how/why they got started, challenges/obstacles faced, successes achieved, lessons learned and much more. Never miss an episode! The host of "Inspired To Invest", Serena Holmes, ran her own multi-award winning brand experience agency for 18 years and has been investing in real estate for over ten years. Throughout the course of her career, she has had the chance to get to know some super amazing people who have taken charge of their lives to start a business and/or invest in real estate to completely change the trajectory of their finances, their future, and the legacy they will leave behind for their family. With this said, the concept for “Inspired To Invest” was born. Please join in as we journey through the episodes, featuring inspiring stories from business owners, entrepreneurs, and real estate investors. We hope that by hearing these stories that you will find the inspiration, encouragement, and confidence, to get started on your own path. "When you invest in yourself, the sky's the limit!" To watch episodes rather than listen to them, go to Serena's YouTube page: https://www.youtube.com/@serenaholmesrealtor/podcasts and make sure you subscribe! For past episodes or to apply to be on the show, go to https://linktr.ee/inspiredtoinvestpodcast and to get in touch directly, go to inspiredtoinvestpodcast@gmail.com. In addition, Serena recently launched a new business called Executive Lens. Turn content into connection! At Executive Lens, we curate compelling content to help busy business owners, executives, and investors build powerful personal brands on LinkedIn and beyond. After all, attraction is the ultimate flex! Learn more at https://executivelens.co Thank you in advance for your support.© 2025 "Inspired to Invest" Podcast Economia Finanza personale Gestione e leadership Leadership Marketing Marketing e vendite
Episodi
  • The Path To Passive Income! How This Working Mom Built A $35M Portfolio Of Multifamily Real Estate. Inspired To Invest ep132 with Chutima Barrios

    The Path To Passive Income! How This Working Mom Built A $35M Portfolio Of Multifamily Real Estate. Inspired To Invest ep132 with Chutima Barrios
    Feb 18 2026
    The path to passive income starts HERE! Welcome back to Inspired To Invest. This week, Chutima Barrios is with us from Rent Roll Capital. To watch rather than listen, click HERE.We unpack how she transitioned from a demanding W-2 career into multifamily real estate, ultimately growing $35 million in assets under management — all while raising two young children. Chutima’s story didn’t start with massive deals or syndications. It started with a health scare, rising family expenses, and the realization that appreciation alone wouldn’t pay the bills. That wake-up call pushed her to move beyond the stock market and into cash-flowing real estate. What does it really take to build financial freedom without sacrificing your family or your sanity? In this conversation, we dig into: • Why cash flow, not just appreciation, changes everything • How Chutima scaled from a Philadelphia quadplex to institutional-style multifamily investing • What busy professionals misunderstand about passive real estate investing • Why protecting investor capital matters more than chasing deal volume • How to think about risk, underwriting, and downside protection • The mindset shifts required to leave the comfort of a steady paycheck • What realistic returns actually look like in today’s multifamily market • How real estate created time freedom, flexibility, and peace of mind for her family This episode is especially powerful for: ✔️ Professionals stuck trading time for money ✔️ Parents thinking about legacy, not just income ✔️ Investors curious about passive multifamily syndications ✔️ Anyone struggling with analysis paralysis and fear around investing Chutima also shares the questions every passive investor should ask before wiring a dollar, the mistakes she sees new investors make, and why starting earlier — even small — matters more than waiting for “perfect” conditions. 👇 If this episode resonates with you: • Subscribe to Inspired To Invest • Ring the 🔔 so you never miss an episode • Drop a comment with your biggest takeaway — we read them all And remember: when you invest in yourself, EVERYTHING changes. Thank you to NOIC Academy for bringing us this month’s episodes! NOIC Academy is located in Markham, Ontario, Canada, is a full-time, high-end private boarding high school. Established in 2004, NOIC currently operates one campus and one dormitory, serving thousands of on-site and online students. The school has over 200 faculty and staff members, including more than 100 educational leaders and certified licensed teachers. To find out more, go to: visit.noic.ca/markham “Inspired to Invest” is proud to support the Beyond Success Program, a not-for-profit financial literacy program for students, launched by More To Give & MAK Investments. Find out more at @more2give.ca. ➕ Follow Serena Holmes for insights on business, branding, real estate, investing, wealth (and more!). I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 ________________________________________ ⏱️ Episode Timestamps 00:00 – Introduction & Chutima’s background 01:05 – The personal catalyst that pushed her into real estate 02:25 – Why stocks didn’t provide the cash flow her family needed 04:15 – First investment: starting with a quadplex in Philadelphia 06:20 – Scaling from small residential to multifamily 07:40 – Why “one roof” changes everything operationally 09:20 – Navigating the 2022 interest rate shift 11:00 – Fear, mindset, and leaving a W-2 income 13:10 – Investor-first decision making (and why fewer deals matter) 15:05 – Analysis paralysis and taking action 17:15 – The realities of being a landlord (crazy stories included) 19:30 – Passive investing myths that hold people back 21:00 – How Chutima thinks about risk and downside protection 23:10 – What passive investors should be asking operators 25:20 – Why real estate is a long-term game 27:30 – Time freedom, family, and redefining success 29:00 – Financial freedom targets & lifestyle inflation 31:40 – The quote that shaped her investing philosophy 32:00 – How to connect with Chutima Barrios ➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!). I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 __________________ Attention Real Estate Investors! Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Learn more about this proven system!__________________Want to invest in real estate with all of the security and cash flow of ownership, but none of the landlord headaches? Learn more about SHARE, one of the largest asset management companies in the United States, with a ...
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    30 min
  • How To Build Generational Wealth With Real Estate Development & Strategic Tax Advantages Inspired To Invest Podcast Ep131 with Shannon robnett

    How To Build Generational Wealth With Real Estate Development & Strategic Tax Advantages Inspired To Invest Podcast Ep131 with Shannon robnett
    Feb 11 2026
    Is creating generational wealth for your family one of your financial goals?Welcome back to Inspired To Invest. This week, Shannon Robnett is with us for ep131. To watch rather than listen, click here.Shannon is the founder of Shannon Robnett Industries. He is a seasoned real estate developer and syndicator with over 30 years of experience in construction, multifamily development, alternative assets, and tax-advantaged investing.Shannon has helped investors deploy more than $70M+ into real estate, combining disciplined development strategies with intentional tax planning to create income, preserve capital, and build generational legacy.You could be wondering…What does it REALLY take to build long-term wealth through real estate development and how do sophisticated investors use the tax code to their advantage?In this conversation, we go deep into:• How Shannon transitioned from hands-on construction to large-scale real estate development• Why experience and contingency planning matter more than aggressive projections• What most new syndicators misunderstand about investor trust and responsibility• How tax strategies like bonus depreciation, Opportunity Zones, Section 179, QBI, and IRA/Roth planning can dramatically change after-tax returns• Why investors need a tax advisor, not just an accountant• How development creates unique opportunities for long-term tax efficiency• The mindset shift from chasing growth to building impact, stability, and legacy• Why transparency and communication are non-negotiable in investor relationshipsWe also explore one of Shannon’s most unique projects to date—an aquarium redevelopment inside an Opportunity Zone—and how creative problem-solving, values, and long-term thinking can turn obstacles into opportunity.This episode is for:✔️ Passive investors✔️ Active real estate investors✔️ Business owners and high-income earners✔️ Anyone thinking about wealth beyond just returnsIf you care about freedom, family, tax efficiency, and legacy, this conversation will expand how you think about real estate investing.Learn more about the tax advantages the wealthy are using to grow their networth! Click here.👇 If you found value here:• Subscribe to the channel• Ring the 🔔 so you don’t miss future episodes• Share this with someone serious about building wealth the right wayAnd to connect with Shannon, go to shannonrobnett.com online, on Instagram and linkedin. Thank you to NOIC Academy for bringing us this month’s episodes!NOIC Academy is located in Markham, Ontario, Canada, is a full-time, high-end private boarding high school. Established in 2004, NOIC currently operates one campus and one dormitory, serving thousands of on-site and online students. The school has over 200 faculty and staff members, including more than 100 educational leaders and certified licensed teachers.To find out more, click here.“Inspired to Invest” is proud to support the Beyond Success Program, a not-for-profit financial literacy program for students, launched by More To Give & MAK Investments. Find out more at @more2give.ca.➕ Follow Serena Holmes for insights on business, branding, real estate, investing, wealth (and more!). I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀⏱️ Timestamps00:00 – Introduction & Shannon’s background in real estate01:20 – Growing up in a real estate family and choosing development04:00 – Transitioning from construction to owning assets06:15 – Scaling into multifamily and large development projects08:10 – Capital raising lessons & investor trust11:20 – Why projections matter less than experience14:15 – Health challenges, delegation, and building a strong team17:10 – Creative development deals & Opportunity Zones20:20 – Tax strategies investors need to understand24:30 – Bonus depreciation, QBI, Section 179 & long-term planning27:40 – IRA & Roth strategies unique to development32:30 – Legacy, impact, and building wealth that outlives you36:10 – Final thoughts & where to find Shannon ➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!). I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 __________________ Attention Real Estate Investors! Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Learn more about this proven system!__________________Want to invest in real estate with all of the security and cash flow of ownership, but none of the landlord headaches? Learn more about SHARE, one of the largest asset management companies in the United States, with a turnkey "done for you" ownership program for investors. Find out more!__________________ Financial Advisors! Let me introduce you to your new secret weapon to help ...
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    32 min
  • From Market Crash To Cash Flow! How To Capitalize On Real Estate With Creative Investment Strategies Inspired To Invest Ep130 Jo Anna Wright

    From Market Crash To Cash Flow! How To Capitalize On Real Estate With Creative Investment Strategies Inspired To Invest Ep130 Jo Anna Wright
    Feb 4 2026
    From market crash to cash flow! What does it REALLY take to live off real estate not just own a few rentals, but build true financial freedom, time freedom, and legacy wealth? Welcome back to ep130 of Inspired To Invest. To watch rather than listen, click HERE.This week, I sit down with Jo Anna Wright, the founder of Bottom Line Wealth. We unpack her 25-year journey in real estate, from losing everything during the 2008 financial crisis to rebuilding a portfolio that now spans multiple states, asset classes, and even international boutique hotels. Jo Anna has personally managed over $13 million in assets, trained thousands of students nationwide, and is on a mission to help women, especially those over 40, ditch the banks, invest with confidence, and retire on their own terms. In this conversation, Jo Anna pulls back the curtain on: • How the 2008 banking collapse really unfolded from inside the mortgage industry • Why she pivoted from traditional lending into creative real estate strategies • How subject-to deals and seller financing actually work (and why they’re legal) • The mindset shift required to move from single-family homes into multifamily investing • Why cash flow on day one is non-negotiable in her deals • What most investors get wrong about communication, transparency, and stewardship of capital • How real estate created job-optional living, time freedom, and location independence • Why women invest differently — and why that’s a competitive advantage • The lessons she’s learned coaching investors from their first flip to multifamily portfolios This episode is especially powerful if: ✔️ You’re rebuilding after a financial setback ✔️ You want income that doesn’t depend on a paycheck ✔️ You’re curious about creative finance beyond traditional mortgages ✔️ You’re a woman looking for community, mentorship, and real-world investing strategies ✔️ You believe wealth should support your life — not consume it 💡 Jo Anna’s philosophy is simple: make it happen. Pivot when needed. Be impeccable with your word. Build wealth that lasts. ________________________________________ 🔔 Don’t Miss Future Episodes If you enjoyed this conversation, subscribe to Inspired To Invest and ring the bell so you never miss an episode featuring real investors, real strategies, and real conversations about money, freedom, and legacy. 👍 Like this episode💬 Comment with your biggest takeaway 📩 Share it with someone who needs to hear this message ________________________________________ 🌐 Connect with Jo Anna Wright • Website: BottomLineWealth.net • Text Jo Anna directly: 209-346-1014 (tell her you came from Inspired To Invest) ________________________________________ Thank you to NOIC Academy for bringing us this month’s episodes!NOIC Academy is located in Markham, Ontario, Canada, is a full-time, high-end private boarding high school. Established in 2004, NOIC currently operates one campus and one dormitory, serving thousands of on-site and online students. The school has over 200 faculty and staff members, including more than 100 educational leaders and certified licensed teachers.“Inspired to Invest” is proud to support the Beyond Success Program, a not-for-profit financial literacy program for students, launched by More To Give & MAK Investments. Find out more at @more2give.ca.➕ Follow Serena Holmes for insights on business, branding, real estate, investing, wealth (and more!). I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 ________________________________________ ⏱️ Timestamps 00:00 – Welcome to Inspired To Invest 00:45 – Jo Anna’s background & early career before real estate 02:20 – Inside the 2008 financial collapse (mortgage industry perspective) 05:30 – Losing everything & rebuilding through real estate 07:15 – Pivoting from mortgage broker to investor & realtor 09:20 – From single-family homes to multifamily investing 12:40 – Investing across multiple states & asset classes 13:15 – Boutique hotels, short-term rentals & international resorts 16:10 – What actually makes a deal a “cash cow” 18:45 – The biggest lessons learned managing investor capital 20:10 – Coaching women into confident real estate investors 22:20 – Creative finance explained: subject-to & seller financing 24:30 – How subject-to deals really work (and common misconceptions) 27:40 – Living off cash flow & creating job-optional life 31:30 – Why women invest differently — and why it matters 34:10 – Best advice Joanna has ever received 35:45 – Joanna’s favorite quote & personal mantra 40:30 – How to connect with Jo Anna Wright ➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!). I'm on a mission to help others create wealth because "when ...
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    27 min
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