From Banker to Real Estate Investor: Jodi Satkunam on Building Wealth, Passive Income, and Investing with Purpose

What does it really take to build wealth without creating another full-time job for yourself?In this insightful episode of Telling My Story, I sit down with Jodi Satkunam, CPA, CEO, real estate investor, and founder of Level Up Investments.After 28 years in banking and FinTech and nearly two decades of real estate investing, Jodi has built significant experience in finance, investing, and wealth creation. She now helps accredited investors gain access to institutional-grade multifamily real estate while pursuing passive income, diversification, and tax advantages.Jodi shares her journey from banking to entrepreneurship and reveals the lessons that shaped the way she evaluates investments—including a costly real estate experience that changed how she approaches due diligence.We also explore passive income, financial independence, real estate syndication, investment risk, women's participation in real estate, and the discipline required to make smart financial decisions.Whether you're interested in investing, entrepreneurship, financial freedom, or simply learning how successful people think about money, this conversation offers practical lessons and a different perspective on building wealth.Connect with Jodi Satkunam:🌐 LevelUpInvestments.coIf you enjoyed this episode, follow Telling My Story, leave a rating and review, and share this conversation with someone interested in building a stronger financial future.