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Recent guests
Recent episodes
San Diego's Santacon Founder: Liv Johnson (Ep. #132)
Oct 28, 2025
57m 20s
Starting a Tortilla Chip Company: Rochelle Drumm (Ep. #131)
Oct 21, 2025
33m 59s
Bartender Turned Liquor Entrepreneur: Michael Bolmey (Ep. #130)
Oct 14, 2025
1h 00m 12s
The Power of Perseverance: Greg Reid (Ep. #129)
Oct 7, 2025
50m 30s
Luxury Lending Strategies: Skooter Leon (Ep. #128)
Dec 17, 2024
44m 45s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 10/28/25 | San Diego's Santacon Founder: Liv Johnson (Ep. #132)✨ | event productionstarting businesses+4 | Liv Johnson | Bebemos TequilaAlmost Nakey+3 | San Diego'sSan Diego | Almost Nakeybikini company+2 | FundLoans | 57m 20s | |
| 10/21/25 | Starting a Tortilla Chip Company: Rochelle Drumm (Ep. #131)✨ | tortilla chipsentrepreneurship+3 | Rochelle Drumm | Chipz HappenBebemos Tequila+4 | San DiegoCA | Chipz HappenFrito Lay+2 | — | 33m 59s | |
| 10/14/25 | Bartender Turned Liquor Entrepreneur: Michael Bolmey (Ep. #130)✨ | liquor businessScrewball Whiskey+5 | Michael Bolmey | Screwball WhiskeyBebemos Tequila+5 | — | entrepreneurshipliquor industry+3 | — | 1h 00m 12s | |
| 10/7/25 | The Power of Perseverance: Greg Reid (Ep. #129)✨ | perseveranceentrepreneurship+3 | Greg Reid | Bebemos TequilaFundLoans mortgage programs+10 | — | Secret KnockCredible Source+2 | — | 50m 30s | |
| 12/17/24 | Luxury Lending Strategies: Skooter Leon (Ep. #128)✨ | Luxury LendingMortgage Solutions+3 | Ubaldo V. Leon III | FundLoans mortgage programsCrossCountry Mortgage+5 | — | Skooter LeonCrossCountry Mortgage+3 | — | 44m 45s | |
| 8/28/24 | Strategies to Build a Mortgage Powerhouse: Thuan Nguyen (Ep. #127)✨ | mortgagebusiness growth+3 | Thuan Nguyen | FundLoans mortgage programsLoan Factory+3 | US | Loan Factorymortgage brokerage+3 | — | 46m 36s | |
| 8/15/24 | Originators Go Here to Put Their Career in High Gear: LaDonna Lockard (Ep. #126)✨ | mortgage educationcareer development+3 | LaDonna Lockard | Maximum Acceleration coursesFundLoans mortgage programs+5 | — | Maximum AccelerationNMLS-approved+2 | — | 1h 07m 07s | |
| 6/28/24 | The Best Loans for Business Owners and Investors: Alejandro Szita (Ep. #125)✨ | mortgagesreal estate+4 | Alejandro Szita | FundLoans mortgage programsP&L loans+5 | — | P&L loansnon-QM+3 | — | 1h 16m 20s | |
| 6/21/24 | Building a Community for Elite CPAs: Alex Sonkin (Ep. #124)✨ | CPAstax issues+2 | Alex Sonkin | FundLoans mortgage programsVirtual Family Office Hub+6 | Panama | Virtual Family Office HubDue Diligence Project+2 | — | 1h 15m 25s | |
| 5/31/24 | Grit Leads to Success: Bryce and Brant Aberg (Ep. #123)✨ | career pathsnegotiation+4 | Brant AbergBryce Aberg | FundLoans mortgage programsCushman & Wakefield+2 | San Diego | Cushman & WakefieldSan Diego+1 | — | 1h 13m 16s | |
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| 5/24/24 | From Homeless as Teenagers to Entrepreneurs & Thrill Seekers: Karnezis Brothers (Ep. #122) | Eric and Anthony Karnezis are entrepreneurs, thrill-seekers, and philanthropists. Eric shares his life experiences through memoirs and podcasts, hoping to inspire others to persevere through challenges and find their purpose. In episode #122 of the Million Dollar Mortgage Experience, Jon, Eric, and Anthony discuss growing up with parents who were arrested for selling drugs, getting arrested for armed robbery, driving sports cars and motorcycles, getting into Cal Poly San Luis Obispo even as a high school dropout, building a successful credit card processing company, Eric’s book, “Golden Scissors,” philanthropy, thrill seeking through paragliding, dirt biking, and driving fast cars. Connect with Eric at erickarnezis.com or @eric_karnezis on Instagram Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team | — | ||||||
| 5/10/24 | Multi-Platinum Producer and Engineer for Kanye: David Cook (Ep. #121) | David Cook is a multi-platinum producer, mix engineer, and songwriter based in California and Colorado. He played guitar and sang vocals for a band named “My Favorite Highway,” which signed a major labor record deal with Virgin Records. Since then, he has worked with Kanye West, Tate McRae, and Phil Wickham. In episode #121 of the Million Dollar Mortgage Experience, Jon and David discuss growing up playing music in church, touring with a band and signing a major label record deal, working with Kanye West on Sunday Service, loan processing, how to use your personality and talent to attract new clients, Hydrate Wellness Spa in Encinitas, and Dave’s favorite tequila. See David’s work at splashofsoda.com Begin your wellness journey at hydratespa.com Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team | — | ||||||
| 5/2/24 | We Drink Tequila and Fund Loans: Preston Caffrey (Ep. #120) | Preston Caffrey is President of Ocean Equity Solutions, a mortgage brokerage in San Diego as well as the co-founder of We Drink Tequila. During episode #120 of the Million Dollar Mortgage Experience, Jon and Preston discuss Preston’s path from tie salesman to successful mortgage broker, originating 67 loans in one month during COVID, the benefits of locking in a low interest rate, the easiest non-QM loan to sell, DSCR real estate investment loans, Jon and Preston’s subscription tequila company (We Drink Tequila), characteristics of different tequila types (Plata (Blanco), Reposado, Añejo, and Extra Añejo, and why it’s worth spending the extra money for good tequila. Learn more at wedrinktequila.com Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team | — | ||||||
| 4/11/24 | Real Estate Expert & Investment Strategist: Andy Dane Carter (Ep. # 119) | Andy Dane Carter is a real estate expert, investment strategist, author, and keynote speaker. During episode #119 of the Million Dollar Mortgage Experience, Jon and Andy discuss Andy’s transition from a real estate investor to agent, how Andy built a real estate empire in Long Beach using social media, YouTube, and print marketing, selling luxury homes, finding high-end clients, marketing to wealthy clients, tips for brokers to become a preferred lender, a hot take on whether it’s a good time to buy or sell, the NAR settlement and how it will impact the industry, and cherishing moments with family and kids. Search "Andy Dane Carter” online to find Andy’s social media accounts and website. Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team | — | ||||||
| 4/5/24 | Effort Equals Reward: Non-QM Rainmaker Eric Morgenson (Ep. #118) | Eric Morgenson is the Vice President of Business Development at Angel Oak. For the past 30 years he’s built a successful career in real estate, sub-prime and non-QM alternative mortgage solutions. He’s one of the top producers of non-QM loans in the country. During episode #118 of the Million Dollar Mortgage Experience, Jon and Eric discuss: How to close more loans with non-QM programs Why non-QM is in demand in today’s market Details on the different non-QM programs like bank statement 2nd and DSCR Borrower personas for each type of non-QM program and where to find these clients Missed opportunities in the mortgage industry Ideas to find new business and build relationships Technology and how it will affect mortgage jobs Manifestation Habits that contribute to success and happiness Advice for mortgage brokers Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team | — | ||||||
| 3/29/24 | Make your Mark in a Competitive Landscape: Kimberly Koll (Ep. #117) | Kimberly Koll is a seasoned real estate professional based in San Diego and the founder of Heritage Homes. During episode #117 of the Million Dollar Mortgage Experience, Jon and Kimberly discuss Kimberly’s inspiration to start a real estate career, Heritage Homes (her firm), the NAR settlement, the San Diego luxury market, niches (specifically Kim being a Seniors Real Estate Specialist and certified Military Relocation Professional), and tips for brokers to become a preferred lender (how to stand out). To contact Kimberly, visit her website heritagehomesre.com or call her directly at (858) 231-4997. Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team | — | ||||||
| 3/23/24 | Boxing Champion and King of the Uppercut: Paul “The Ultimate” Vaden (Ep. #116) | Paul “The Ultimate” Vaden is a former professional boxer with a record of 29 and 3 who held the IBF light middleweight title in 1995. Paul remains the only native San Diegan to grow up to be a professional boxer. Today Paul is a motivational speaker, mentor, consultant and author. During episode #116 of the Million Dollar Mortgage Experience, Jon and Paul discuss when Paul realized he wanted to be a boxer, Paul’s boxing career, becoming a champion, the origin of his nickname, “The Ultimate,” YouTube stars in boxing (Jake Paul vs. Mike Tyson), Ryan Garcia, Paul’s secret to success, Paul’s company, Answer the Bell, advice for salespeople, and Paul’s favorite failure story. Follow Paul at @paul_vaden or find his website at answerthebell.com Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team | — | ||||||
| 3/15/24 | Power Couple Sets Sights on $2.5 Billion Deal: Chris & Aleyna Groves (Ep. #115) | Chris and Aleyna Groves are the CEO and COO of Groves Capital, a residential and commercial lender based in San Diego, CA. During episode #115 of the Million Dollar Mortgage Experience, Jon, Chris, and Aleyna discuss running a company together, the secrets to being a successful entrepreneur, the importance of non-QM loans, how to use social media to build your business, tips for mortgage brokers to crush it, self-improvement and healthy lifestyle (exercise, diet, mindset), and supercars. Follow Chris and Aleyna @ceogrovescapital, @aleynagroves, @grovescapitalofficial Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team | — | ||||||
| 3/7/24 | Best of Both Worlds: Juan Munoz - Broker & Agent (Ep. #114) | Juan Munoz is a realtor and mortgage broker at First Choice Home Team. He’s bilingual and used to work in the private banking world. During episode #114 of the Million Dollar Mortgage Experience, Jon and Juan discuss Juan’s career path, advantages of working as both a realtor and broker, the benefits of non-QM loans (especially bank statement 2nd mortgages), dealing with tough competition, automation and AI, and building client relationships. Follow Jordan @calljuanmunoz or find him at 1stchoiceteamrealestate.com. Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team | — | ||||||
| 2/29/24 | Loan Officer Goes Viral: Jordan Nutter (Ep. #113) | Jordan Nutter is a loan officer at NFM Lending and the co-founder of their social media influencer program, called the Creator Collective. She’s gained over 250,000 TikTok followers and she’s embarking on a nationwide RV tour to teach financial literacy to the masses. During episode #113 of the Million Dollar Mortgage Experience, Jon and Jordan discuss how Jordan went from modeling in NYC and LA to becoming a loan officer, NFM’s Creator Collective (a group of LOs using social media to reach borrowers), social media strategy and advice for platforms, how to develop ideas for content, and Jordan’s financial literacy RV tour. Follow Jordan @anutterhomeloan and @mobilemortgagemom. Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team | — | ||||||
| 2/22/24 | HousingWire Analyst Talks 2024 Rate Cuts: Logan Mohtashami (Ep. #112) | Logan Mohtashami is a lead analyst for HousingWire and is a regular contributor on their podcast. Logan deciphers complex economic data and translates it into understandable, actionable insights. His passion for data and economics, coupled with his years of direct lending experience, provides industry professionals with critical insights into the ever-evolving mortgage and housing landscape. Jon and Logan discuss the health of the U.S. housing market, Logan’s story and how he landed a job with HousingWire, interest rate cut predictions, inflation and unemployment, why the Fed doesn’t talk about housing in a positive light, how AI will affect jobs, how the election could affect the economy/rates, and the biggest challenge the U.S. is facing. Follow Logan on Instagram and Twitter: @LoganMohtashami Podcast: housingwire.com/podcast/ Learn about FundLoans: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 | — | ||||||
| 2/14/24 | How to Boost Confidence and Achieve Abundance: Troy Fontana (Ep. #111) | Troy Fontana has transformed thousands of lives over the past 20 years. Troy's unique coaching approach is tailor-made for those genuinely committed to mastering their lives. His company, Elite Coaching Systems, helps people tap into their inner superpowers and achieve lasting change. He’s the go-to expert for entrepreneurs looking to skyrocket their profits, relationships, and personal growth. Troy is also an author and speaker. During episode #111 of the Million Dollar Mortgage Experience, Jon and Troy discuss Troy’s backstory and career path, his company, breathwork, mastering the art of letting go, how to go from scarcity to abundance, getting in the right headspace, bouncing back from a tough year, boosting confidence. Connect with Troy on Instagram (@troy.fontana) or through his website troyfontana.co. Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team | — | ||||||
| 12/1/23 | Set Goals and Reverse Engineer Success: David Temko (Ep. #110) | As President of C2 Financial, David leads a team dedicated to maximizing the value C2 Financial offers loan officers who provide their clients and borrowers superior solutions on a platform that empowers them to be a full-service real estate and financial resource. David oversees all company verticals with a vision to continue industry innovation and growth as the #1 Mortgage Broker in the nation. Prior to C2, David was a top performer in the Wells Fargo Commercial and Business Banking Group in southern California. His extensive background in all facets of commercial lending, sales, leasing and experience in the banking industry set him apart as a mortgage executive. During episode #110 of the Million Dollar Mortgage Experience, Jon and David discuss David’s career path & role as President at C2, benefits of working at a mortgage brokerage vs. a retail shop, ways C2 is overcoming the current industry challenges, benefits of non-QM loans, technology in the mortgage space (including AI), habits that contribute to David’s success and happiness, missed opportunities in the mortgage industry, and setting goals for 2024. You can find David on his Instagram @davidtemko or reach out to C2 at their Instagram @c2financialcorp or website c2financial.com/. Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team | — | ||||||
| 11/20/23 | Death by Tequila: Jimmy Langley (Ep. #109) | Jimmy Langley is a man of many talents. From a small town in Northern California, Jimmy dealt with lots of adversity growing up, which made him who he is today. Jimmy is the Founder and Managing Partner of LDG Commercial Real Estate, a boutique firm that focuses on the representation of office, industrial, and retail tenants in the leasing or acquisition of real estate. He also owns Empress Investments, a restaurant group responsible for the very popular Death by Tequila and has funded 18 restaurants around San Diego. He’s also involved in the SEAL Future Foundation and Big Brothers Big Sisters of America. During episode #109 of the Million Dollar Mortgage Experience, Jon and Jimmy discuss the state of the commercial real estate market (including the office sector), the SEAL Future Foundation, Big Brothers Big Sisters, Resident Brewing, Death by Tequila, Jimmy’s favorite failure story, advice for sales professionals, tips for remembering people’s names and showing you’re genuine, and the best and worst parts about being Jimmy Langley. You can find Jimmy on his Instagram @leftylangly or any of his websites: ldgcre.com // empressinvestments.com // deathbytequila.com // residentbrewing.com Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team | — | ||||||
| 11/13/23 | How to Become a Mortgage Champion: Dale Vermillion (Ep. #108) | Dale Vermillion is an industry-leading trainer, speaker and consultant. He started Mortgage Champions in 1995 and has trained over 1 million mortgage professionals and 600 lenders. Dale’s compiled the best practices of the nation’s top performers into a practical and proven approach, which has helped countless individuals build lasting relationships with their customers, strengthen and expand their business partnerships, and achieve greater personal and professional success than they thought possible. Dale was named an MPA Housing Industry Icon and a HousingWire Vanguard. During episode #108 of the Million Dollar Mortgage Experience, Jon and Dale discuss how Dale got into the business, an overview of Dale’s company called Mortgage Champions, the biggest mistake that loan originators make, why rate is overrated and how to sell in a high interest rate environment, the best way to ask for a referral, the importance of offering non-QM loans to your borrowers, tips for positive sales activity, second mortgages: small commissions lead to big commissions, and Dale’s podcast, “Batting 1,000.” You can follow Dale on LinkedIn and Facebook for quick tips on navigating today’s market or visit dalevermillion.com to connect with his team about your training, consulting, or speaking needs. https://www.facebook.com/DaleVermillionOfficial/ https://www.linkedin.com/in/dalevermillion/ Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team | — | ||||||
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