Ever feel like you're shackled to your desk by the allure of a steady paycheck? Tom Dunkel, CIO of Bellrose Storage Group, knows that tug of war all too well. In our latest episode, he shares his transformative leap from the corporate tightrope into the world of real Estate investment, offering a roadmap for those yearning to break free from their own 'Golden Handcuffs.' We venture through Tom's compelling narrative, from the shock of a corporate dismissal to the thrill of entrepreneurial freedom, providing invaluable takeaways for listeners keen to carve out their path toward Financial Independence.

Grit isn't just for the movies; it's a fundamental trait of any robust investment strategy. Join us as we dissect the investment landscape, where Tom Dunkel introduces the SAFE method—a lifeline for high net worth investors navigating the complexities of due diligence. This engaging discussion contrasts the predictability of tangible assets, like self-storage facilities, against the capricious waves of the stock market. For those looking to anchor their portfolio amidst financial squalls, Dunkel's insights into resilience and diversification are as reassuring as a lighthouse beacon in a stormy night.

Lastly, we navigate the nuanced choreography of investment strategies and the hard-earned lessons from past financial downturns. Listen closely as Tom imparts Wisdom on mutual funds versus stocks, the heft of compliance requirements, and why your inner circle should be your personal board of advisors. As we wrap up, Tom extends a warm invitation to explore Bellrose Storage Group's investment opportunities. Whether you're a veteran investor or just dipping your toes into the investment pool, this episode is packed with guiding principles for creating a buoyant portfolio and a thriving team.

belrosestoragegroup.com
Tom@belrosestoragegroup.com

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David McIlwaine Host of Break Your Golden Handcuffs

David McIlwaine is a seasoned entrepreneur and successful executive with deep experience in business growth, scale and delivering results. His real estate experience is vast--spanning over 20 years. Experience, knowledge and understanding have been gained firsthand by either currently owning or having owned multifamily units, commercial retail development, asset management, single family, vacation rental properties, second homes and custom builds. He personally wore Golden Handcuffs for almost 14 years, successfully gaining sovereignty over his career and net worth along the way. He founded MAC Assets in 2019 and its portfolio currently includes property in the southeast and mountain west. At present he is a general partner in 1,000 doors.

David’s entrepreneurial experience spans a highly successful sales career in several areas including Real Estate, Marketing/Advertising, and Information Technology start ups. He has a variety of first hand experience including having held C Level positions, led teams across the US to overperformance, raised capital, executed mergers, implemented improvements in operating systems, coached diverse constituencies, created and delivered strategic growth initiatives all leading to successful outcomes. David graduated from the University of Kansas with a BS in Journalism and Advertising.