Unraveling Real Estate
What does it really take to build wealth, find balance, and create a legacy for your family — all while navigating the ever-changing world of mortgages?
In this episode of Inspired To Invest, host Serena Holmes sits down with Steve Betel, better known as Steve the Mortgage Man, to explore his inspiring journey from the hospitality industry to becoming a trusted mortgage advisor helping families across North America achieve homeownership and financial freedom.
Steve shares:
How he transitioned from hotel management to mortgage brokering — and why it changed his life. His philosophy on “life balance” vs. “work-life balance.” The mindset shift that helped him build a thriving business through authenticity and social media. Lessons on resilience, parenting in the age of AI, and using personal branding to attract trust. How mentorship, consistency, and community have been the foundation of his long-term success.
Whether you’re a first-time homebuyer, a real estate investor, or someone striving to build lasting wealth, this conversation will inspire you to think differently about debt, discipline, and the power of showing up as your full self.
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Thank you to Advisor Innovation Lab for bringing us this month’s episodes of “Inspired To Invest”. They provide AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. Learn more! https://advisorinnovationlab.com
Inspired To Invest proudly supports the Beyond Success Program, a not-for-profit financial literacy initiative for students, launched by More To Give & MAK Investments. Learn more at @more2give.ca.
Follow Serena Holmes for expert insights on personal branding, business, real estate, investing, and wealth creation. Let’s build wealth together because “when you invest in yourself, the sky’s the limit” 
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