The REI Concierge Podcast

Today Tim and Jean talk with Joseph Flannery, the Founder and CEO of SELFi, and hte head of mortgage for Radius.Joseph wasn't happy with how his clients were being treated as "numbers" so he decided to take action and so he started his own lending business.  His goal: be true to his clients and give them the best experience possible!If you'd like to connect with Joseph, you can reach him at joseph.flannery@selfi.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa talk today with Gina Shumway, the new owner of The Auburndale Group in Chattanooga TN!Gina has a fantastic story of getting into real estate investing while working as a nurse practitioner.  Then becoming a RE Agent, and next, buying The Auburndale Group!  She and her team are on a mission to help investors be successful in Chattanooga!More about Gina here: https://auburndalegroup.com/Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are excited to talk with Tyler Weerden.Tyler is a financial planner and the owner of Layered Financial, a Registered Investment Advisory firm. In addition to being a financial planner, Tyler is a full-time federal agent with 14 years of law enforcement experience. He holds a Bachelor of Science degree, a Master of Science degree, the Series 65 license, and is a Certified Fraud Examiner (CFE). Tyler is the sole Investment Adviser Representative at Layered Financial.Prior to becoming a federal agent, Tyler served as a state trooper, local police officer, and was a member of the U.S. Army National Guard. He has served in both domestic and overseas Foreign Service assignments. Tyler has experience with local, state, and federal pension systems, 457(b) Deferred Compensation, the federal Thrift Savings Plan (TSP), Individual Retirement Arrangements (IRAs), Health Savings Accounts (HSAs), and various investment options to include rental real estate. Connect with Tyler: https://www.layeredfinancial.com/Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

In today's episode, Lisa and Jean talk about the book, The Gap and the Gain: The High Achiever's Guide to Happiness, Confidence, and Success, by Dan Sullivan.This is a new format we are trying out in Season 7 where we explore and discuss a book, sharing the highlights and our insights and takeaways.Let us know what you think and send over future book recommendations!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa talk with Blake Dailey about investing in Boutique Hotels!Blake's story is inspiring and incredible as he has bought, renovated, and sold 4 hotels and is working on the 6th renovation project now on a hotel in the Smoky Mountains.Lots of great stories and ideas in our conversation!  We think you'll love it!Connect with Blake on IG: https://www.instagram.com/blakejdailey/Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa share updates on what is working for them and their real estate portfolios.  There's a lot of noise out there, so it's crucial to know yourself, find your path, keep learning, and adjust along the way!Jump in and let us know what you think!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are stoked to talk with Wes Thompson again today!  Wes is an experienced investor who is not afraid to ask anyone anything!  And if he gets a "no", he brilliantly moves on and keeps searching for what's next.Listen in and be inspired!!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

We're happy to share this conversation with Adam Gower of GowerCrowd.  Adam has decades of experience in real estate and has experienced many different market conditions. Today he helps investors scale big by creating platforms for raising funds with enormous success.Check out the links below to learn more.Website: https://gowercrowd.com/Podcast/YouTube: https://gowercrowd.com/podcast Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Charles Carillo joins Tim and Lisa to share about Harborside Partners, a private equite firm that give people the opportunity for passive investments.Tim and I also have had the privilege of being on Charles's podcast, Global Investors.Check out all the links below!Podcast: https://harborsidepartners.com/commercial-real-estate-podcast/Website: https://harborsidepartners.com/Instagram: https://www.instagram.com/harborsidepartners/Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are always delighted to talk with Mortgage Banker, Gabe Whitmer, of FirstBank of Tennessee.Gabe and his team can now do DSCR Loans!  We talk about what these are and how they can help you build your RE portfolio.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are thrilled to start off a brand new season of podcasting!!!  Welcome to Season 7!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa wrap up Season 6 of The REI Concierge Podcast, as well as 2023!It's been a great season and we are already looking forward to Season 7, which will start releasing in late January/early February.  2024 is a year of opportunity, discovery and creation!  Let us know how we can support you in the new year!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are excited to talk with Andrew Austin today.  Andrew is a broker in Chattanooga, and deals largely in commercial properties.  He's got a great approach that he has nicknamed "guerilla" real estate.You'll enjoy hearing his story and learning about opportunities to stretch from residential to commercial investing.If you'd like to connect with Andrew, his email is andrew@austincos.com or find him on LinkedIn.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim hosts solo today and has a fantastic conversation with Danny Cole of Spartan Invest!Listen in to learn more about the Birmingham, Huntsville, and Chattanooga markets.  Danny also shares a special end of the year offer they have with 30 year rates at 5.99% and property management fees at 3%.  Might be worth checking it out!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa chat about updates and trends that are popping up these days.  Folks in the RE world are searching out business, meaning it could be a good time to talk, learn, get to know lenders and others, and perhaps even find a deal!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa wish you a Happy Thanksgiving!  They take a few minutes in this episode of reflect on what they are grateful for.What are you grateful for this time of year?  Developing a practice of gratitude is a practical strategy for staying the course during challenging times.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa believe preparing for the end of the year before it's here is a great strategy to embrace!  If you've fallen behind on record-keeping in 2023, take some time in November to catch up.  Even if you don't get it all done, it'll make it easier on yourself as you prepare for the upcoming new year and tax season.What strategies do you have for organizing your end of year?Reach out and let us know!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Today, Tim and Lisa are joined by Chris Lengquist, Broker and Owner of Ad Astra Realty, Inc., in Kansas City.  Chris has a long list of additional titles including being a Keller-Williams Agent, Trainer, Coach, and more with decades of experience in real estate and RE investing.He shares some stories of how he got started in RE, what principles he built Ad Astra on, insights into the Kansas City market, and more!Enjoy the show!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are thrilled to have Tanya Salseth back on the show!  It's been too long and we really enjoy catching up with Tanya and telling horror stories since we recorded on Halloween.Enjoy the show and let us know if you have questions or suggestions!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are sharing all about transitions this week!Listen in to hear their strategies and insights on how best to approach the plethora of transitions that are part of owning real estate, plus life in general!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com