Claim Ownership

Author:

Subscribed: 0Played: 0
Share

Description

 Episodes
Reverse
Tim and Lisa are thrilled to talk again with Gabe Whitmer, Mortgage Banker, with FirstBank of Tennessee.Gabe shares updates on rates, ways to decide if it's a good time to buy or not, and more wisdom to keep you focused and moving forward in your investment journey.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com
Lisa and Tim are excited to have Matt Shedd joining today.  Matt is a retired Foreign Service Officer who has strategically built his real estate investing portfolio over the years to supplement his retirement. Matt and his wife have been conservative investors with great success!  He's got a LOT of wisdom to share and lessons learned with his journey!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com
Tim & Lisa discuss perspectives on rents - are they rising, falling?  Should I be concerned?  Should I raise rents?  Keep them the same?  Lower them?We explore various ways to create margin in your portfolio during these times of uncertainty and ambiguity.  Each investor must find what works for them and remember to find what allows them to keep sleeping soundly!!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com
Hey there!  Tim and Jean share great tips today about organizing yourself for the year's end, which is nearly upon us!Listen in, get some ideas, add your own and decrease your stress when it comes time for taxes!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com
Lisa and Tim talk through the serendipitous experience around Lisa's latest purchase in Tennessee.  Real estate has so many surprises along the way, no matter how long you've been in the game.  Sometimes the surprises are frustrating (hello new HVAC I wasn't expecting to replace for years...) but sometimes they are amazing opportunities that come at us out of the blue!  Or out of the woods in this case!Enjoy the stories and reach out if you want support on your RE investing journey. 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 welcome Tanya Salseth back to the podcast!  Tanya has many exciting business updates including building an entire team of RE agents through Stateside Residential and buying a Property Management company!Tanya also has amazing wisdom about the current market conditions and to stay sane during stressful times.  Visit Stateside Residential's websiteVisit All County NOVA Property Management websiteConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com
Today, Tim and Lisa share updates of the crazy and sometimes frustrating journey of getting a property to closing.  Numerous obstacles can surprise us during this process.  Staying calm and patient throughout the journey is a challenge but important to work toward!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com
Today, Jean and Lisa talk with David Stein of Money for the Rest of Us.  We think David has an incredible amount of wisdom and hope you'll really enjoy this episode!About David:For close to two decades David advised and managed assets for institutions and financial planners. He was Chief Investment Strategist and Chief Portfolio Strategist at FEG Investment Advisors, a $15 billion investment advisory firm, where he co-headed the 21-person research group.David co-founded the firm’s $2.2 billion asset management division where he developed its investment philosophy and process and was the lead portfolio manager.David perfected his teaching style as an investment consultant to numerous not-for-profit institutions where he assisted the board and staff in overseeing billions of dollars in endowment assets. His former institutional clients include The Texas A&M University System, the University of Puget Sound, and the Sierra Club Foundation.He have extensive public speaking experience including at corporate events for iShares, Morningstar, TDAmeritrade, and others.He now uses the investment insights and tools he learned and developed as an institutional investment advisor to help individuals save and invest for retirement.Money for the Rest of Us PodcastConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com
Tim and Lisa get to talk with Rod Khleif today!Rod Khleif is an entrepreneur, real estate investor, multiple business owner, author, mentor, and community philanthropist who is passionate about business, life, success, and giving back. As one of the country’s top real estate trainers, Rod has personally owned and managed over 2,000 properties.Rod is Host of the Top-Ranked iTunes Real Estate Podcast which has been downloaded more than 13,000,000 times – “The Lifetime Cash Flow Through Real Estate Investing Podcast.” Rod is the author of the #1 best selling book “How to Create Lifetime Cash Flow Through Multifamily Properties” considered to be an essential “textbook” for aspiring multifamily investors.As an accomplished entrepreneur, Rod has built several successful multi-million dollar businesses. As a community philanthropist, Rod founded and directs The Tiny Hands Foundation, which has benefited more than 120,000 community children and families in need. Rod has combined his passion for real estate investing and business development coaching with his personal philosophy of goal setting, envisioning, and manifesting success to become one of America’s top real estate investment and business development trainers.Connect with Rod:WebsiteCoursesPodcastConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com
We're back with some thoughts on mindset/headspace, emotional freedom, and some other fun topics, such as scary movies!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com
Today, Tim and Lisa talk with Matt Spaulding, a Foreign Service Officer, who has built an amazing RE investment portfolio over the past few years.Listen to Matt's story, be inspired, learn valuable lessons, and take some notes for your own journey!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com
Season 4 is Here!!!

Season 4 is Here!!!

2022-09-1534:31

Tim & Lisa are so excited to be back with SEASON 4!  Thanks for being part of the journey with us!  We've got all sorts of great things in store for this season.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com
Season 3 Finale!

Season 3 Finale!

2022-07-2738:49

Tim, Lisa, and Jean wrap up season 3 of The REI Concierge Podcast!  And Jean's cat joins us for a little sound disruption! :)What a great season it's been and a great first half of 2022!  We can't wait to be back for Season 4 in mid to late September.Thank you so much to all our amazing listeners!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com
Tim & Lisa are thrilled to talk with Gabe Whitmer, Mortgage Banker at First Bank of Tennessee again!Gabe joins us quarterly for updates on lending, rates, and what the market looks like from the mortgage perspective.We talk in detail about Adjustable Rate Mortgages, known as ARMs, and the pros and cons.  We discuss the continued importance of finding the right properties and buying at the right time -- and the right time is unique to each one of us!  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 their RE journeys, discuss insights from author Morgan Housel (The Psychology of Money), and reflect on current trends  (if anything can be called a trend these days since it's all changing so fast!).Listen in and leave a review!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com
Tim & Lisa are thrilled to share this conversation with Foreign Service Officer, Eric Maldonado.Eric has recently begun intentionally expanding his RE investing portfolio and shares his journey with us.  After owning a condo in Miami for 25 years, Eric decided to take the next step.  He shares how he got interested in RE, the realization that he could invest while living and working in Sydney, Australia, and how he & his husband have managed the challenges that come with investing from afar!"When in doubt, zoom out," are Eric's words of wisdom that stay with us after having this conversation!  Eric claims he heard that wisdom from someone else, but we'll attribute it to him forever more!We believe in the power of the small and mighty RE investor and love sharing stories like Eric's.  Reach out if you are willing to share your RE investing story with us!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 Lydia La Motta, Director of Engagement at Flock.  Lydia tells us all about the Flock Family of Companies in the Washington DC area.Flock includes Nest, a Boutique Property Management Company that focuses exclusively on Washington DC.  See a full list of the Flock Family here!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 Scott Sweitzer back on the podcast!Last time, Scott helped us understand closings and title attorneys.  Check out Episode 44 if you haven't yet heard it.This episode, we ask Scott to explain the basics of Estate Planning and setting up Trusts.  We really zeroed in on the foundation to help those of us who know the words "Estate Planning" and "Trusts" but don't really know how it works, or what we should do about it.This is very practical and we hope it'll be useful for all!Scott's websites:Prime SettlementPrime Estate PlanningConnect with Scott:LinkedIn: https://www.linkedin.com/in/scott-sweitzer-6a30135LinkedIn: https://www.linkedin.com/company/prime-settlement-incLinkedIn: https://www.linkedin.com/company/prime-estate-planningInstagram: www.instagram.com/primeestateplanningInstagram: www.instagram.com/primesettlementFacebook: www.facebook.com/PrimeSettlementFacebook: www.facebook.com/PrimeEstatePlanningConnect with Tim and Lisa:Schedule a call with TimSchedule a call with LisaLearn more at thereiconcierge.com
Tim and Lisa discuss the signs of a market that's settling down a bit.  Lots to consider during this continued time of flux and transition.Keep in mind your options, be patient, don't panic.  This and more during our conversation today!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com
This week Tim, Lisa, & Jean chat about updates in their portfolios and RE investing journeys.  We can learn a lot from each other, hearing various strategies, identifying what we like or don't like, and getting new ideas!  Enjoy the show and let us know if we can support you in your own journey!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com
Comments 
Download from Google Play
Download from App Store