Episode 21

May 23, 2023

00:44:27

Unlocking Tax-Free Passive Income: Insights with Carl Fischer of CAMAPLAN

Hosted by

Steve Seymour

Show Notes

Welcome to the investor agent podcast, where we are transforming mindsets from scarcity and lack to abundance and wealth! Through collaboration with high-level investors and business owners, we share the secrets of creating generational wealth and providing a pathway to financial freedom to help you fulfill your life's potential.

In this episode, we have the privilege of interviewing Carl Fischer, a Cornell University graduate and a third-generation real estate developer.

Carl's investing journey began in the 1970s when he worked as a rocket scientist at Kennedy Space Center in Cape Canaveral, Florida. Since then, he has become one of the founders and principals of CAMA Self-Directed IRA, LLC (dba CamaPlan), a national company headquartered in Ambler, PA.

With over 20 million dollars in real estate transactions under his belt, Carl has successfully managed various commercial and residential properties, including real property, notes, and mortgages. By leveraging self-direction tools, he has been able to grow his personal net worth and take control of his financial endeavors.

In addition to his hands-on experience, Carl frequently shares his knowledge and expertise by speaking to groups of real estate investors, brokers, CPAs, financial advisors, and mortgage professionals. He emphasizes the power and possibilities of self-direction within IRAs, 401(k)s, and qualified plans. Carl's investments span across several states, including PA, NJ, NY, FL, NC, and WI.

With his unique background, education, and empirical information in business, finance, technical requirements, scheduling, and overall management, Carl plays a vital role in helping his clients take charge of their financial futures.

Carl holds several professional associations and licenses, including being a Certified IRA Services Professional (CISP) by The Institute of Certified Bankers, a Certified Trust Specialist, a Certified Distance Education Instructor (CDEI), and a Delaware Real Estate Commission Instructor. He is also an instructor for New Jersey Real Estate Continuing Education and a Certified Financial Planner Board of Standards Sponsor.

Join us in this insightful episode as Carl Fischer shares his expertise and sheds light on the world of self-directed investing and the opportunities it presents for building wealth and controlling your financial destiny.

Note: This podcast episode may include financial and investment strategies. Please consult with a qualified professional before making any investment decisions.

 

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