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    Education

    Exit Strategies Radio Show

    Exit Strategies Radio Show is our way of giving back to the community. We’re here to empower you through financial literacy and real estate education. So, if you’re out there hustling to make things happen for your family, if you’re striving to secure a better future for your children and their children, then this podcast is tailor-made for you. Our host is Corwyn J. Melette, Broker/Owner of EXIT Realty Lowcountry Group in North Charleston, South Carolina. He is passionate about sharing insights, strategies, and success stories that will help you on your path to building a lasting legacy.

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    Latest Episodes:
    EP 205:The Matson Method: A Purpose-Driven Investment Strategy for Your American Dream with Mark Matson (Part 2) Aug 25, 2025
    Show notes

    Part 1 was just the beginning. In this powerful conclusion, Mark Matson gives you the definitive guide to not only building wealth but securing a life of purpose, meaning, and legacy. 📈

    In Part 2 of our conversation, Mark reveals his unique, science-based approach to investing—the Matson Method. He'll show you how to stop gambling and start using a proven system that aligns with your ultimate purpose. He also shares a deeply personal, life-altering story of faith that became the foundation for everything he has built.

    Key Takeaways:

    • 02:18 The Purpose of Mark's Book, Experiencing the American Dream

    • 02:59 The "Victim" vs. "Creator" Mindset

    • 07:28 The Danger of a "Survival Mode" Mindset

    • 09:09 How to Get in Contact with Mark Matson

    • 11:23 The Matson Method Explained

    • 14:44 Mark's Mic Drop Question: What He Would Do Differently

    • 15:10 A Story of Despair and Life-Altering Prayer

    Connect with Mark:

    • Website: https://www.experiencingtheamericandream.com/

    • Linkedin: https://www.linkedin.com/in/markmatson/

    • Instagram: https://www.instagram.com/matsonmoney/

    Connect with Corwyn:

    • Contact Number: 843-619-3005

    • Instagram:⁠ https://www.instagram.com/exitstrategiesradioshow/⁠

    • FB Page:⁠ https://www.facebook.com/exitstrategiessc/⁠

    • Youtube:⁠ https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZA⁠

    • Website:⁠ https://www.exitstrategiesradioshow.com⁠

    • Linkedin:⁠ https://www.linkedin.com/in/cmelette/⁠


    Shoutout to our Sponsor: Country Boy Homes

    Do you remember your grandma's front porch? You know that spot where stories were told, kisses were stolen, and sweet tea was always being sipped. Now imagine giving your family a place to make those same memories, but in a brand new, energy-efficient, and home that was built just for you. At Country Boy Homes, we help folks just like you find that forever feeling.

    Whether it's your first home, your next home, or your, we're done with rent forever, like, seriously home, we specialize in affordable, durable, manufactured, and modular homes, the kind that make room for muddy boots, big dreams, and second helpings. Come see what coming home really feels like. Call 843-574-8979 today.

    Country Boy Homes, Built to Last, Priced for You.



    EP 204:The Matson Method: A Purpose-Driven Investment Strategy for Your American Dream with Mark Matson (Part 1) Aug 18, 2025
    Show notes

    Are you gambling with your financial future? Are you chasing the next big stock, or are you building a foundation for lasting legacy? On this episode of Exit Strategies Radio Show, host Corwyn J. Melette sits down with a titan in the world of finance who believes in something more powerful than a "get rich quick" scheme: the American Dream.

    In Part 1 of this powerful interview, host Corwyn J. Melette sits down with financial expert Mark Matson, CEO of Matson Money and author of the national bestseller, Experiencing the American Dream. Mark shares his personal story of growing up in poverty in West Virginia and reveals the three "lies" that convinced him the investing industry was broken.

    This episode will challenge everything you've been taught about wealth. Mark makes a powerful case that money itself can't buy happiness, and that you must find a purpose for your money before you start to invest it.

    Part 1 was just the start of the journey. What if your portfolio could reflect your purpose?

    Listen to Part 2 of our interview with Mark Matson next week, you'll learn about his transformative "Matson Method"—a powerful, purpose-driven approach to investing. He’ll also share the personal story that became the true foundation of his success.

    Key Takeaways:

    • 02:08 Mark Matson's Humble Beginnings in West Virginia

    • 04:16 The Broken Investing Industry

    • 05:30 His Journey into the Financial Industry

    • 06:21 The Three Lies that Convinced Him the Industry is Broken

    • 07:23 Why Financial Education is More Important Than a "Magic Bullet"

    • 10:19 The Psychology Behind Bad Investing Decisions

    • 13:44 Mark's "Sleep Factor" Concept

    • 16:45 The Importance of Diversification

    • 20:11 Wholesome Beginnings and Purpose of the Book

    • 20:53 Contrasting Views on the American Dream


    Connect with Mark:

    • Website: https://www.experiencingtheamericandream.com/

    • Linkedin: https://www.linkedin.com/in/markmatson/

    • Instagram: https://www.instagram.com/matsonmoney/

    Connect with Corwyn:

    • Contact Number: 843-619-3005

    • Instagram:⁠ https://www.instagram.com/exitstrategiesradioshow/⁠

    • FB Page:⁠ https://www.facebook.com/exitstrategiessc/⁠

    • Youtube:⁠ https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZA⁠

    • Website:⁠ https://www.exitstrategiesradioshow.com⁠

    • Linkedin:⁠ https://www.linkedin.com/in/cmelette/⁠

    Shoutout to our Sponsor: Country Boy Homes

    Do you remember your grandma's front porch? You know that spot where stories were told, kisses were stolen, and sweet tea was always being sipped. Now imagine giving your family a place to make those same memories, but in a brand new, energy-efficient, and home that was built just for you. At Country Boy Homes, we help folks just like you find that forever feeling.

    Whether it's your first home, your next home, or your, we're done with rent forever, like, seriously home, we specialize in affordable, durable, manufactured, and modular homes, the kind that make room for muddy boots, big dreams, and second helpings. Come see what coming home really feels like. Call 843-574-8979 today.

    Country Boy Homes, Built to Last, Priced for You.




    EP 203: From Fear to First Deal: Achieving Your First $10,000 in Rental Income with Joel Miller Aug 11, 2025
    Show notes

    Practical, no-fluff steps to turn fear into cashflow — Joel Miller breaks down the mindset, financing moves, and repeatable strategies that helped him build a lifetime in rental real estate (and write a 460-page how-to).

    Returning guest, Joel Miller is a 48-year residential landlord, veteran house flipper with over 100 flips, hard-money lender, longtime leader in his local landlord association, and author of Build Real Estate Wealth: Enjoy the Journey — a comprehensive 460-page guide written for both beginners and experienced rental property investors is back to help you break through those mental barriers and start building a legacy.

    With nearly five decades of experience, over 100 house flips, and a thriving rental portfolio, Joel has seen it all — and now he’s sharing practical advice for beginners and seasoned investors alike. From the importance of education and networking to overcoming fear with action, Joel’s insights will inspire you to stop waiting and start creating your own wealth path.

    Hear Joel’s personal legacy story — how he inspired his teenage son to invest in rental property right out of high school, proving that it’s never too early to start building generational wealth.

    Key takeaways:

    • 04:17 Joel’s background: 48 years as a landlord, 100+ flips, now a hard-money lender and long-time landlord association leader.

    • 05:56 Book spotlight: Build Real Estate Wealth — Enjoy the Journey — 460 pages, designed as a go-to resource; already receiving strong praise.

    • 09:42 First step for beginners: join a local real estate/investor/landlord group — networking + ongoing education dissolves fear.

    • 12:01 Real estate lets you control value and cashflow in ways stocks can’t (improvements, rents, property management).

    • 13:44 Education + action + commitment = results. You can’t just learn — you must follow through.

    • 15:59 Legacy example: Joel’s son bought multiple rental units right after high school (owner-financing and DSCR loans were used).

    • 18:55 Landlord 101 course (4 sections): preparing property, advertising, property management vs tenant management, and eviction/PA law specifics.

    • 19:44 Joel’s book covers the broader journey — mindset, entity setup, deal finding, negotiation, and financing — and can be used as a textbook for investor courses.

    • 22:34 Zero → $10,000/month net cashflow (chapter highlight): practical tactics — target 2–4 unit owner-occupied purchases (FHA/VA), seller finance, or use DSCR loans so other tenants’ rents cover your mortgage.

    • 25:16 Nugget: “Education removes fear. The lack of fear creates confidence.” (Then: confidence reduces discouragement — sometimes you win, sometimes you learn.)

    • 25:56 Book & contact info: JoelMillerBooks.com (detailed TOC + sample content available). Book sold on Amazon and ~15 other platforms; Joel is on Facebook, LinkedIn, X, Instagram.

    • 28:05 Memorable line: “Don’t take advice from anybody you wouldn’t want to trade places with.”


    📖 Grab Joel’s book & free resources: Amazon: https://www.amazon.com/Build-Real-Estate-Wealth-Investment/dp/B0DG48NHPC


    Connect with Joel:

    • Linkedin: https://www.linkedin.com/in/joel-miller-42981811/

    • Website: https://www.joelmillerbooks.com/

    Connect with Corwyn:

    • Contact Number: 843-619-3005

    • Instagram:⁠ https://www.instagram.com/exitstrategiesradioshow/⁠

    • FB Page:⁠ https://www.facebook.com/exitstrategiessc/⁠

    • Youtube:⁠ https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZA⁠

    • Website:⁠ https://www.exitstrategiesradioshow.com⁠

    • Linkedin:⁠ https://www.linkedin.com/in/cmelette/⁠


    Shoutout to our Sponsor: Mellifund Capital, LLC

    Need funding for your next real estate flip or build? MelliFund Capital makes it fast, flexible, and investor-friendly. Visit MelliFundCapital.com and fund your future today. Again, that's MelliFundCapital.com, M-E-L-L-I-L-U-N-D, Capital.com.



    EP 202: How Startup Investing Builds Real Wealth w/ Abdul Golden Aug 04, 2025
    Show notes

    Are you building a future that outlives your paycheck—or just chasing the next income stream?

    Meet Abdul Golden, a purpose-driven investor and founder of Ajo Angels, a venture capital firm that backs early-stage startups led by Black and Brown founders. From real estate to venture investing, Abdul is committed to closing the ownership gap and reshaping generational wealth through meaningful access, education, and equity. He discusses how venture capital and intentional investing can unlock lasting financial freedom, especially for Black and Brown communities.

    Abdul shares invaluable insights about startup investing, emphasizes balancing one’s investment portfolio, and discusses how venture capital can be a game-changer for long-term wealth building. He breaks down exactly how he makes money through startup investing—by funding early-stage companies with growth potential, taking equity, and building wealth through long-term returns. Tune in to learn more about strategic investment approaches, the risks and rewards of venture capital, and how to get started in angel investing—even as a beginner.

    More than just profits, Abdul speaks about purpose. He shares how his faith shifted his focus from hustling for quick wins to building legacy through service and ownership. You’ll also hear his candid take on online “wealth mentors,” the manipulation behind flashy success stories, and why real empowerment starts with access and education.

    Key Takeaways:

    • 02:55 Abdul’s early hustle and the spiritual turning point

    • 04:11 Why faith redefined his relationship with money and legacy

    • 09:52 Investing in others’ businesses—and what it taught him

    • 12:25 The danger of performative “wealth mentors”

    • 14:47 Redefining ownership: beyond money to time, peace, and values

    • 17:30 Building real legacy by serving your community first

    Connect with Abdul:

    • Website: https://ajoangels.com/

    • Email Addres: abdul@ajoangels.com

    • Linkedin: https://www.linkedin.com/in/abdulogolden/

    Connect with Corwyn:

    • Contact Number: 843-619-3005

    • Instagram:⁠ https://www.instagram.com/exitstrategiesradioshow/⁠

    • FB Page:⁠ https://www.facebook.com/exitstrategiessc/⁠

    • Youtube:⁠ https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZA⁠

    • Website:⁠ https://www.exitstrategiesradioshow.com⁠

    • Linkedin:⁠ https://www.linkedin.com/in/cmelette/⁠


    Shoutout to our Sponsor: Mellifund Capital, LLC

    Need funding for your next real estate flip or build? MelliFund Capital makes it fast, flexible, and investor-friendly. Visit MelliFundCapital.com and fund your future today. Again, that's MelliFundCapital.com, M-E-L-L-I-L-U-N-D, Capital.com.



    EP 201: Solving the Housing Crisis: Inside the Mobile Home Park Investment Boom with Bobby Wymbs and Arthur Varela Jul 28, 2025
    Show notes

    What if the key to long-term wealth wasn’t found in skyscrapers or single-family homes—but in overlooked, misunderstood mobile home parks?

    Mobile home parks (MHPs) are often misunderstood, but for those looking to build real estate portfolios with strong cash flow, tenant stability, and legacy potential, MHPs are one of the most strategic investment plays available today. In this episode, Corwyn sits down with Arthur Varela and Bobby Wymbs from Matthews Real Estate to explore why mobile home parks are recession-resistant, how you can break into the space—even with limited capital—and how this asset class compares to more traditional investments like multifamily, triple-net leases, and self-storage.

    Together, they unpack not only the numbers and mechanics but also the mindset shifts required to see value where others don’t. Whether you’re looking to start small, transition a 1031 exchange into something more passive, or expand your existing portfolio with creative financing, this episode offers an inside look into a corner of real estate that’s gaining serious momentum.

    Key Takeaways

    • 01:45 – How mobile home parks meet a critical need in underserved communities

    • 04:10 – What makes MHPs more stable than multifamily properties

    • 06:45 – Breaking barriers: Why zoning limits = less competition

    • 09:55 – Where the deals are: Off-market tips and what institutional buyers are missing

    • 12:20 – The window of opportunity: Timing, trends, and shifts in investor attention

    • 17:25 – Creative financing that works (even in today’s interest rate climate)

    • 18:23 – 1031 exchanges and the MHP advantage

    • 20:00 – How passive are MHPs really? Operational insights from the field

    • 21:35 – Finding the right broker and building your network

    • 22:10 – Final advice: Affordable housing is impact investing that pays


    Connect with Bobby and Arthur:

    • Website:www.matthews.com

    • Linkedin: https://www.linkedin.com/in/arthur-j-varela-iv-5017021b8

    • Linkedin: https://www.linkedin.com/in/bobby-wymbs-91b222153


    Connect with Corwyn:

    • Contact Number: 843-619-3005

    • Instagram:⁠ https://www.instagram.com/exitstrategiesradioshow/⁠

    • FB Page:⁠ https://www.facebook.com/exitstrategiessc/⁠

    • Youtube:⁠ https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZA⁠

    • Website:⁠ https://www.exitstrategiesradioshow.com⁠

    • Linkedin:⁠ https://www.linkedin.com/in/cmelette/⁠


    Shoutout to our Sponsor: Mellifund Capital, LLC
    Need funding for your next real estate flip or build? MelliFund Capital makes it fast, flexible, and investor-friendly. Visit MelliFundCapital.com and fund your future today. Again, that's MelliFundCapital.com, M-E-L-L-I-L-U-N-D, Capital.com.


    EP 200: Legacy Through Impact – Revitalizing Communities with Amy Rubenstein Jul 21, 2025
    Show notes

    It’s our 200th episode—a milestone that celebrates more than just time on the air. It represents 200 conversations centered on financial literacy, community empowerment, and legacy building. And what better way to mark this moment than with a guest whose work embodies everything we stand for?

    In this powerful episode, host Corwyn J. Melette, an expert in affordable housing and community-focused investing, sits down with Amy Rubenstein, CEO of Clear Investment Group. With over $500 million in commercial real estate experience, Amy shares her transformative approach to value restoration—reviving distressed, affordable housing across the country without pricing out the people who need it most.

    This isn’t just a conversation about real estate. It’s about ethical redevelopment, impact investing, and creating spaces where dignity, safety, and opportunity live under one roof.

    Key Takeaways

    • 4:40 Why affordable housing doesn’t need to be subsidized to be impactful

    • 8:01 What “ethical redevelopment” looks like in practice

    • 11:40 Impact investing without sacrificing returns

    • 15:40 How Corwyn and Amy define “legacy investing”

    • 17:50 Improving housing while preserving affordability

    • 19:10 Creating community impact vs. individual rescue

    Connect with Amy:

    • Email Address: amy@clearinvestgroup.com

    • Website: clearinvestgroup.com

    • Linkedin: https://www.linkedin.com/in/amy-rubenstein-a0514698/

    Connect with Corwyn:

    • Contact Number: 843-619-3005

    • Instagram:⁠ https://www.instagram.com/exitstrategiesradioshow/⁠

    • FB Page:⁠ https://www.facebook.com/exitstrategiessc/⁠

    • Youtube:⁠ https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZA⁠

    • Website:⁠ https://www.exitstrategiesradioshow.com⁠

    • Linkedin:⁠ https://www.linkedin.com/in/cmelette/⁠


    Shoutout to our Sponsor: Mellifund Capital, LLC

    Need funding for your next real estate flip or build? MelliFund Capital makes it fast, flexible, and investor-friendly. Visit MelliFundCapital.com and fund your future today. Again, that's MelliFundCapital.com, M-E-L-L-I-L-U-N-D Capital.com.



    EP 199: 5 Pillars of Financial Literacy to Grow Your Net Worth with David Wilson Jul 14, 2025
    Show notes

    What does it really take to build wealth that lasts? It starts with mastering the fundamentals.

    Using a football analogy to break down the path to financial success, David explains how everyone—regardless of where they start—can move the ball forward. David Flores Wilson is a Certified Exit Planning Advisor (CEPA), financial planner, and founder of a New York-based advisory firm that supports entrepreneurs, business owners, and families in crafting and executing personalized financial strategies. With over 25 years in the financial services industry, David breaks down the five essential pillars of financial literacy—and how applying them can significantly increase your net worth over time.

    David shares practical strategies for saving, investing, managing debt, protecting assets, and minimizing taxes—whether you’re at the beginning of your financial journey or preparing to exit a successful business. He also covers various investment strategies, the significance of real estate, and the advantages of personalized giving. David elaborates on exit planning for business owners, aligning their financial activities with their values and long-term goals.

    Key Takeaways:

    • 5:03 Why financial literacy is the true foundation of wealth

    • 4:45 How to determine the right time to work with a financial planner

    • 5:09 Real-life applications of the 5 pillars: save, invest, protect, manage debt, and reduce taxes

    • 8:22 What stocks, real estate, and entrepreneurship have in common—and how to choose your path

    • 15:46 The strategic value of philanthropic giving and impact investing

    • 19:12 What business owners need to know about exit planning

    📌 Whether you’re managing your first paycheck or preparing to sell your business, this episode is packed with the knowledge you need to build wealth with intention.

    Connect with David:

    • Email Address: DWilson@SincerusAdv.com

    • Website: https://www.planningtowealth.com/

    • Linkedin: https://www.linkedin.com/in/david-flores-wilson-cfp%C2%AE-cfa-02b5a/

    Connect with Corwyn:

    • Contact Number: 843-619-3005

    • Instagram:⁠ https://www.instagram.com/exitstrategiesradioshow/⁠

    • FB Page:⁠ https://www.facebook.com/exitstrategiessc/⁠

    • Youtube:⁠ https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZA⁠

    • Website:⁠ https://www.exitstrategiesradioshow.com⁠

    • Linkedin:⁠ https://www.linkedin.com/in/cmelette/⁠



    EP 198: Earn Monthly Passive Income from Real Estate Without Being a Landlord with Merriah Harkins Jul 07, 2025
    Show notes

    Looking for a smarter, safer way to invest in real estate—without picking up a hammer or managing tenants?

    This week on the Exit Strategies Radio Show, host Corwyn J. Melette sits down with Merriah Harkins, Chief Sales Officer at Lucrum Capital, a private real estate lending firm structured as a REIT. With more than 20 years of experience in raising capital for alternative investment funds, Merriah breaks down how accredited investors can earn steady monthly income (7%–8.5%) by passively investing in short-term, first-position loans secured by real estate.

    She explains the mechanics of Lucrum’s conservative fund structure, how their low loan-to-value (LTV) model offers downside protection, and why their REIT structure provides additional tax advantages for investors—especially those using retirement accounts.

    📌 Whether you’re a high-net-worth individual, working with a financial advisor, or exploring passive income through a self-directed IRA, this episode gives you real strategies to make your money work for you, not the other way around.

  • Key Takeaways:

    • 0:05 How Lucrum Capital’s fund pays out monthly returns (7%–8.5%) backed by real estate.

    • 4:33 What makes private lending funds different from owning rental properties.

    • 10:14 Who qualifies as an accredited investor and why this matters.

    • 17:02 The tiered redemption fee structure—and why long-term investing makes more sense.

    • 20:01 Tax advantages of investing through a REIT, including a potential 20% tax deduction.

    • 22:55 A no-stress path to real estate exposure using self-directed IRAs or non-retirement funds.

      25:56 Why short-term, first-position loans in high-demand markets reduce investment risk.

  • 💬 “There are no guarantees in investing—but real estate-backed funds like ours offer consistent returns and less volatility than the stock market.” — Merriah Harkins


  • Connect with Merriah Harkins:

    • 🌐 Website: www.lucrum.com

    • 📧 Email: merriah@lucrum.com

    • 📞 Phone: +1 (214) 998-4682

    • 🔗 LinkedIn: Merriah Harkins

  • Connect with Corwyn:

    • Contact Number: 843-619-3005

    • Instagram:⁠ https://www.instagram.com/exitstrategiesradioshow/⁠

    • FB Page:⁠ https://www.facebook.com/exitstrategiessc/⁠

    • Youtube:⁠ https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZA⁠

    • Website:⁠ https://www.exitstrategiesradioshow.com⁠

    • Linkedin:⁠ https://www.linkedin.com/in/cmelette/⁠



    EP 197: Why Your Realtor Really Matters with Nick Kremydas Jun 30, 2025
    Show notes

    What’s the true value of working with a Realtor—not just a licensed agent? And how do behind-the-scenes advocacy efforts shape your neighborhood and your next real estate transaction?

    This week on the Exit Strategies Radio Show, host Corwyn J. Melette welcomes Nick Kremydas, CEO of South Carolina REALTORS¼, for a wide-ranging and eye-opening conversation that gets to the heart of what it means to be a Realtor—and why it matters now more than ever. A Florence, South Carolina native, attorney by training, and longtime advocate for the industry, Nick has spent over 30 years serving as a trusted voice for more than 30,000 REALTOR¼ members across the state. Under his leadership, the association has become a powerful force for protecting property owners, raising professional standards, and advancing consumer education.

    In this episode, Nick shares why understanding the difference between a licensee and a REALTOR¼ is essential—not just for navigating the process, but for protecting your rights. He unpacks the importance of agency disclosure laws, breaks down recent legal developments like the regulation of wholesaling, and explains how REALTOR¼ associations advocate to preserve your ability to own, sell, and invest in real estate. You’ll also learn why South Carolina has the lowest homeowner property taxes in the country, and how thoughtful local and statewide policy decisions shape everything from affordability to infrastructure.

    Whether you live in South Carolina or elsewhere, this discussion sheds light on the systems and safeguards that make your real estate experience secure, transparent, and aligned with your long-term goals. Because when it comes to building wealth and making the biggest financial decisions of your life, having the right professional by your side isn’t just smart—it’s legacy-building.

  • Key Takeaways:

    • 4:55 Why your Realtor is your “safety blanket” in the most regulated transaction of your life

    • 8:32 The national news might say one thing—but real estate is always local

    • 10:46 How Realtor advocacy protects you: taxes, zoning, affordability, and more

    • 13:36 Not every agent is created equal—why you should interview your Realtor

    • 17:09 Understanding agency disclosure: what you're signing and why it matters

    • 18:53 South Carolina leads the nation in consumer protections—yes, really

    • 22:34 Why wholesaling now requires a license (and what that means for investors)

    • 26:57 Life happens—why the right time to buy or sell is based on your life, not headlines

    • 28:38 Why South Carolina remains a top destination for movers nationwide

    Connect with Nick:

    • Linkedin: https://www.linkedin.com/in/kremydas/

    • Website: https://screaltors.org/staff/


    Connect with Corwyn:

    • Contact Number: 843-619-3005

    • Instagram:⁠ https://www.instagram.com/exitstrategiesradioshow/⁠

    • FB Page:⁠ https://www.facebook.com/exitstrategiessc/⁠

    • Youtube:⁠ https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZA⁠

    • Website:⁠ https://www.exitstrategiesradioshow.com⁠

    • Linkedin:⁠ https://www.linkedin.com/in/cmelette/⁠


    Shoutout to our Sponsor: ROBYN COLLINS

    Do you want something more? More Meaningful Moments opportunities, deeper relationships and memorable experiences? Do you want to make a difference? If you say YES, a career and real estate could be the opportunity you're looking for guiding people to one of the most important decisions they ever made, the purchase or sale of their home can be both rewarding and lucrative.

    Exit Realty has a revolutionary compensation model training and technology that provides you with the tools you need to start and build your successful real estate career. Call me today ROBYN COLLINS with REDROBYN HOMES at 843-557-5003. Again that's 843-557-5003 or visit RedRobynhomes.com/join.exit and make your Exit today.



    EP 196: How the Wealthy Use Roth IRAs to Build Tax-Free Real Estate Wealth with Adam Bergman Jun 23, 2025
    Show notes

    Ever wonder how the rich keep getting richer—legally and tax-free? It’s not luck. It’s strategy. And it starts with knowing how to use a self-directed IRA to invest in real estate, private equity, and even startups—while keeping the IRS out of your profits.

    What if you could unlock the same wealth-building tools the ultra-rich use—without needing millions to start? On this week’s Exit Strategies Radio Show, host Corwyn J. Melette sits down with Adam Bergman, CEO of IRA Financial Technologies and one of the nation’s leading experts on retirement tax strategy.

    A former tax attorney with over 25,000 clients and $4 billion in managed assets, Adam explains how self-directed IRAs offer everyday people the freedom to invest in alternative assets—real estate, startups, private equity—and grow it all tax-free. This conversation breaks down the exact strategies smart investors use to build generational wealth and reclaim control of their financial future.

    Key Takeaways:

    • 01:56 Introducing Our Special Guest: Adam Bergman

    • 03:06 Adam Bergman's Journey to IRA Financial Technologies

    • 07:31 Understanding Self-Directed IRAs

    • 11:12 The Power of Roth IRAs

    • 14:41 Tax Strategies and Legacy Building with IRAs

    • 16:54 Collaborative Real Estate Investments with IRAs

    • 18:05 Leveraging Small IRAs for Bigger Investments

    • 20:25 Pitfalls to Avoid in Self-Directed IRA Investments

    • 22:28 Using Self-Directed IRAs to Start a Business

    • 27:53 Checkbook Control vs. Custodian Controlled IRAs

    This isn’t just about retirement—it’s about freedom, control, and legacy. Don’t let this powerful financial knowledge sit on the shelf. Tune in, take notes, and take action.


    Connect with Adam @:

    • 📧 info@irafinancial.com

    • 🌐www.irafinancial.com

    • đŸ“ș YouTube: IRA Financial

    • 📘Book: Mastering the Self-Directed IRA


    Connect with Corwyn @:

    • Contact Number: 843-619-3005

    • Instagram:⁠⁠ https://www.instagram.com/exitstrategiesradioshow/⁠⁠

    • FB Page:⁠⁠ https://www.facebook.com/exitstrategiessc/⁠⁠

    • Youtube:⁠⁠ https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZA⁠⁠

    • Website:⁠⁠ https://www.exitstrategiesradioshow.com⁠⁠

    • Linkedin:⁠⁠ ⁠⁠https://www.linkedin.com/in/cmelette/⁠⁠


    Shoutout to our Sponsor: EXIT Realty Lowcountry Group

    Do you want something more? More Meaningful Moments opportunities, deeper relationships and memorable experiences? Do you want to make a difference? If you say YES, a career and real estate could be the opportunity you're looking for guiding people to one of the most important decisions they ever made, the purchase or sale of their home can be both rewarding and lucrative.

    EXIT Realty has a revolutionary compensation model training and technology that provides you with the tools you need to start and build your successful real estate career. Call EXIT Realty Lowcountry group today at 843-619-3005 that is 843-619-3005 or visit ⁠https://exitlowcountry.com/joinexit⁠ and make your Exit today.



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