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Lauren Rockett, Liability Advisor
Host: John Thompson
Guest: Lauren Rockett
In this episode of Nurturing Success, host John Thompson speaks with Lauren Rockett, a dynamic real estate professional and mortgage strategist with over two decades of hands-on experience. Lauren shares her journey from flipping homes as a single mom to becoming a sought-after coach for real estate agents and financial educators. They discuss how real estate sits at the center of a “three-sided balance sheet,” why financial literacy is critical for both professionals and clients, and how collaboration between mortgage advisors, realtors, and financial planners can lead to stronger outcomes for everyone involved.
Lauren also introduces her 12-Month Homebuying Roadmap and explains why debt, taxes, and long-term planning must be part of every real estate conversation.
💡 What You'll Learn:
How Lauren turned real estate into a tool for financial freedom
The critical role of leverage, budgeting, and planning in real estate
Why most real estate agents lack financial education—and how that impacts clients
The concept of the three-sided balance sheet
Common homeownership pitfalls and how to avoid them
How mortgage payments evolve and why long-term forecasting matters
The cost of waiting to buy and planning for property expenses
How advisors and realtors can better collaborate to protect client wealth
⏱ Timestamps:
[00:00] Opening gratitude: Momentum and the power of leverage
[02:00] Lauren’s real estate and finance journey—from flipping homes to full-time investing
[04:30] Why most agents don’t understand investor needs or client risk
[06:30] Coaching agents on financial concepts and client protection
[08:00] The danger of clients overextending—and how to plan for the unknown
[10:00] Understanding the Three-Sided Balance Sheet: Assets, liabilities, and real estate
[12:00] Real estate as the pivot point of a financial plan
[14:00] Helping financial advisors think differently about housing decisions
[16:30] Her custom 12-Month Homebuying Roadmap and why it matters
[18:30] Real stories: Clients priced out by waiting too long
[20:00] The importance of community, education, and showing up for others
[22:00] Closing advice: Learn from your falls—and help others rise
🔗 Resources & Mentions:
12-Month Homebuying Roadmap by Lauren Rockett
The Three-Sided Balance Sheet Concept
Financial literacy education for real estate professionals
Zillow, Credit Tools, and Mortgage Planning Insights
Connect with Us:
Please reach out to Lauren with any questions or feedback. Contact with Lauren here
Follow us on social media for the latest updates and additional insights. @smplmortgage
If you enjoyed this episode, please like, share, and subscribe to Nurturing Success for more insights from industry leaders. Stay tuned for the next episode, where we continue to explore successful financial strategies and practices. If you're interested in being our next guest, please reach out to [email protected] to schedule a time.
View all episodes
By SMPL MortgageHost: John Thompson
Guest: Lauren Rockett
In this episode of Nurturing Success, host John Thompson speaks with Lauren Rockett, a dynamic real estate professional and mortgage strategist with over two decades of hands-on experience. Lauren shares her journey from flipping homes as a single mom to becoming a sought-after coach for real estate agents and financial educators. They discuss how real estate sits at the center of a “three-sided balance sheet,” why financial literacy is critical for both professionals and clients, and how collaboration between mortgage advisors, realtors, and financial planners can lead to stronger outcomes for everyone involved.
Lauren also introduces her 12-Month Homebuying Roadmap and explains why debt, taxes, and long-term planning must be part of every real estate conversation.
💡 What You'll Learn:
How Lauren turned real estate into a tool for financial freedom
The critical role of leverage, budgeting, and planning in real estate
Why most real estate agents lack financial education—and how that impacts clients
The concept of the three-sided balance sheet
Common homeownership pitfalls and how to avoid them
How mortgage payments evolve and why long-term forecasting matters
The cost of waiting to buy and planning for property expenses
How advisors and realtors can better collaborate to protect client wealth
⏱ Timestamps:
[00:00] Opening gratitude: Momentum and the power of leverage
[02:00] Lauren’s real estate and finance journey—from flipping homes to full-time investing
[04:30] Why most agents don’t understand investor needs or client risk
[06:30] Coaching agents on financial concepts and client protection
[08:00] The danger of clients overextending—and how to plan for the unknown
[10:00] Understanding the Three-Sided Balance Sheet: Assets, liabilities, and real estate
[12:00] Real estate as the pivot point of a financial plan
[14:00] Helping financial advisors think differently about housing decisions
[16:30] Her custom 12-Month Homebuying Roadmap and why it matters
[18:30] Real stories: Clients priced out by waiting too long
[20:00] The importance of community, education, and showing up for others
[22:00] Closing advice: Learn from your falls—and help others rise
🔗 Resources & Mentions:
12-Month Homebuying Roadmap by Lauren Rockett
The Three-Sided Balance Sheet Concept
Financial literacy education for real estate professionals
Zillow, Credit Tools, and Mortgage Planning Insights
Connect with Us:
Please reach out to Lauren with any questions or feedback. Contact with Lauren here
Follow us on social media for the latest updates and additional insights. @smplmortgage
If you enjoyed this episode, please like, share, and subscribe to Nurturing Success for more insights from industry leaders. Stay tuned for the next episode, where we continue to explore successful financial strategies and practices. If you're interested in being our next guest, please reach out to [email protected] to schedule a time.