ProbateHouseGuy Podcast

ProbateHouseGuy Podcast

By Brad WoodallBusinessEntrepreneurship
Download on the App Store

ProbateHouseGuy Podcast episodes

  • Episode 019: Navigating Probate in Arizona with David Gerszewski and Elizabeth Cole

    In this episode of the Probate House Guy podcast, we're joined by Elizabeth Cole and David Gerszewski, two prominent probate attorneys from Arizona. We dive into the intricacies of probate and estate planning specific to the state of Arizona. Elizabeth and David share their professional journeys, insights on common mistakes in estate planning, and tips for avoiding probate pitfalls. They also discuss the importance of getting an appraisal for inherited properties, managing estates with significant debts, and the nuances of Arizona's legal requirements for probate and estate management. Whether you're a real estate investor or dealing with a family estate, this episode is packed with valuable information to help you navigate the complexities of probate law.

    Timeline Summary

    [00:00:00] - Importance of getting an appraisal for inherited properties.

    [00:01:11] - Introduction to Elizabeth Cole and David Gerszewski.

    [00:02:06] - David's transition from Wall Street to estate law.

    [00:05:16] - Elizabeth's shift from juvenile litigation to probate law.

    [00:09:27] - Top three estate planning mistakes people make.

    [00:15:34] - Average timeline for probate in Arizona.

    [00:18:43] - Process and timeline for selling property during probate.

    [00:22:38] - Handling creditor claims and ensuring all debts are paid.

    [00:27:10] - Typical costs for hiring a probate attorney in Arizona.

    [00:34:44] - Affidavit for transfer of real property in Arizona.

    [00:38:46] - Small estate affidavit and its limitations.

    [00:43:52] - Benefits of getting an estate appraisal to avoid family disputes.

    [00:48:28] - Medicaid and assisted living considerations in Arizona.

    Links & Resources
    • Citadel Law Firm: www.citadelplc.com - David Gerszewski's law firm in Chandler, Arizona.
    • Arizona Judicial Branch: www.azcourts.gov - Information on probate and estate management in Arizona.
    • Arizona Department of Health Services: www.azdhs.gov - Details on Arizona Long Term Care System (ALTCS).
    Closing Remarks

    If you enjoyed this episode, please rate, follow, share, and review the podcast. Your support helps us reach more listeners and provide valuable content. Stay tuned for more episodes where we explore probate laws across different states with expert attorneys.

    1 hr
  • Episode 018: Doing Deals in the Toughest Market in the Country with Michael Pinter

    In this episode of the Probate House Guy podcast, we dive deep into the world of real estate investing in New York with Michael Pinter, a seasoned investor with over 13 years of experience. Michael shares his journey from the mortgage industry to becoming a full-time real estate investor, highlighting the unique challenges and opportunities in one of the toughest markets in the U.S. We discuss strategies like wholetailing and owner financing, and how Michael navigates the complex regulatory environment in New York. This episode is packed with insights on how to succeed in a highly competitive market and adapt to changing conditions.

    Key Talking Points

    [00:00] - Introduction to the episode and Michael Pinter.

    [01:06] - Michael's transition from the mortgage business to real estate investing.

    [02:26] - Overregulation in the mortgage industry and its impact on Michael's career.

    [03:39] - Differences in real estate transactions in New York compared to other states.

    [05:05] - Michael's approach to wholetailing and how it differs from traditional wholesaling.

    [07:43] - The benefits of wholetailing in a market with high demand and low inventory.

    [13:03] - Challenges with renovating and why less can sometimes be more.

    [17:06] - The concept of owner financing and how it works.

    [18:55] - The importance of managing cash flow and the impact of high earnest money deposits in New York.

    [21:26] - Michael's future plans and his shift to investing in El Paso, Texas.

    Links & Resources
    • Easy REI Closings: https://www.easyreiclosings.com
    • Michael Pinter on Instagram: https://www.instagram.com/michaelbpinter
    • Bigger Flips YouTube Channel: https://www.youtube.com/biggerflips
    • Deal Finders Club: https://www.dealfindersclub.com
    • Probate House Guide: https://www.probatehouseguy.com
    Closing Remarks

    If you enjoyed this episode, please rate, follow, and share the podcast. Your support helps us reach more listeners and continue providing valuable content. Don't forget to leave your questions and comments—we love hearing from you! Join us next time on the Probate House Guy podcast for more expert insights and tips on real estate investing.

    33 min
  • Episode 017: The Rise of PPC Marketing for Motivated Seller Leads with Josh McRay

    In this episode of the Probate House Guy podcast, I sit down with Josh McRay, the mastermind behind my Google Ads strategy since 2016. We dive deep into the world of digital marketing for real estate investors, discussing the benefits and challenges of SEO, PPC, and social media advertising. Josh shares his journey into digital marketing, the evolution of his company Lead Farmers PPC, and the critical distinctions between different online marketing platforms. If you're looking to optimize your online presence and generate more high-quality leads, this episode is packed with valuable insights.

    Key Talking Points:

    [0:00] Introduction to Josh McRay and his background in digital marketing.

    [1:23] Josh's entry into real estate marketing and founding Lead Farmers PPC.

    [3:37] The decline of texting and cold calling and the rise of PPC.

    [8:15] Differences between Facebook marketing and Google marketing.

    [10:55] Conversion rates and the cost per lead for different platforms.

    [14:01] The importance of follow-up and nurturing leads from different sources.

    [17:01] How offline marketing can support online marketing through retargeting.

    [20:31] SEO basics: On-page and off-page optimization.

    [27:18] The long-term benefits of SEO and the patience required.

    [32:01] Seasonal trends in real estate marketing and adjusting strategies accordingly.

    Links & Resources:

    • Lead Farmers PPC: https://www.leadfarmersppc.com
    • Contact Josh McRay: [email protected]
    • Probate House Guy: https://www.probatehouseguy.com

    Closing Remarks: Thank you for tuning into this episode of the Probate House Guy podcast! If you enjoyed the episode, please rate, follow, share, and review the podcast. Visit our website to join the Probate House Guy community and get more insights on probate marketing and real estate investment strategies. Until next time, happy investing!

    48 min
  • Episode 016: Building a True Life Driven Business with Jon Nolen

    In this episode of the Probate House Guide Podcast, host Brad Woodall sits down with real estate investor Jon Nolen from Oklahoma City. Jon shares his journey from the Marine Corps to IT, and eventually into full-time real estate investing. He discusses the lessons learned from scaling his business, the importance of maintaining a work-life balance, and his innovative solution to inefficiencies in real estate management through his new software product, Pete. Whether you're a seasoned investor or just starting out, this episode provides valuable insights into managing growth and improving operational efficiency.

    Key Talking Points:

    [0:00] - Introduction: Brad Woodall introduces Jon Nolen and his background in real estate and IT.

    [2:20] - Jon's Early Days: Transitioning from the Marine Corps and IT to real estate investing.

    [4:00] - First Real Estate Experiences: The journey of buying and managing the first few rental properties.

    [8:10] - Scaling the Business: Challenges and strategies in growing and then scaling back the business.

    [11:50] - Building the Team: The evolution of Jon's team and key hires that made a difference.

    [14:30] - The Role of VA and In-House Staff: Balancing virtual assistants with local team members.

    [18:00] - Introduction of Pete: Jon's new software solution to streamline real estate operations.

    [21:40] - Features of Pete: How Pete integrates CRM, project management, and process automation.

    [24:10] - Challenges in Software Development: The importance of managing technical debt and user feedback.

    [27:50] - Success Stories and Future Plans: Jon's insights on maintaining growth and future developments for Pete.

    Links & Resources:
    • Pete: https://pete.io
    • Brad Woodall's Probate House Guide: https://probatehouseguy.com
    Closing Remark:

    Thank you for tuning into the Probate House Guide Podcast. We hope you found this episode with Jon Nolen insightful and helpful for your real estate journey. If you enjoyed the episode, please subscribe, review, and share it with others. For more resources and to connect with our community, visit ProbateHouseGuy.com. Happy investing!

    43 min
  • Episode 015: Balancing Active & Passive Business Ventures with Mike Hambright

    In this episode of the Probate House Guy podcast, I had the pleasure of chatting with my long-time friend and mentor, Mike Hambright. Mike has a rich history in real estate, starting from single-family flips to managing large multifamily syndications. We delve into his journey, discussing how he navigated various business offshoots and the importance of focusing on execution rather than just ideas. Mike also shares insights on building a strong team, maintaining accountability, and the value of mastermind groups. Whether you're a newbie or an experienced investor, Mike's wisdom is sure to inspire and inform.

    Key Talking Points:
    1. [00:00] Introduction of Mike Hambright and his background in real estate.
    2. [02:13] Transitioning from single-family homes to multifamily syndications.
    3. [03:02] The importance of focusing on execution and managing ideas.
    4. [07:10] Challenges of finding and retaining good team members.
    5. [12:13] The evolution of Mike's business strategy over time.
    6. [14:55] Balancing active and passive business ventures.
    7. [20:02] The significance of accountability in achieving business goals.
    8. [23:06] Insights on joining and benefiting from mastermind groups.
    9. [27:15] Discussion on passive income and multifamily investments.
    10. [31:22] How Mike partnered with Jason Lewis to scale their lead generation business.
    Links & Resources:
    • Investor Fuel Mastermind: investorfuel.com
    • Investor Machine: investormachine.com
    • Probate House Guy Marketing Service: probatehouseguy.com
    Closing Remark:

    Thanks for tuning in to this episode of the Probate House Guy podcast! If you enjoyed the conversation with Mike Hambright and found it helpful, please rate, follow, and share the podcast. Your feedback helps us bring more insightful content. Stay tuned for more episodes, and don't forget to check out our done-for-you marketing service at probatehouseguy.com.

    42 min
  • Episode 014: Becoming a Managing Broker with Bekki Shae Smith

    In this episode of the Probate House Guy podcast, we have a special guest, Bekki Shea, sharing her fascinating journey into the world of real estate. From starting as an administrative assistant to becoming a managing broker, Bekki's story is filled with valuable insights and lessons for anyone interested in real estate. She talks about the challenges and triumphs of working with friends and family, the importance of building relationships, and her transition from being a sales agent to a broker. Tune in to hear Bekki's advice on navigating the real estate market, managing clients, and the significance of community involvement.

    Timeline Summary:
    • [00:00] - Bekki talks about building her business through referrals from friends and family.
    • [01:02] - Introduction to Bekki's journey, starting from her first license in 2017.
    • [03:00] - Bekki discusses the challenges of passing the real estate test and her determination.
    • [04:56] - Bekki's first year in real estate, closing 24 deals through online leads.
    • [06:32] - Transition to working with teams and finding her place in the brokerage world.
    • [09:53] - The importance of pricing homes correctly in the current market.
    • [12:27] - The emotional aspect of real estate transactions and how Bekki manages it.
    • [15:20] - Bekki's approach to helping clients with creative real estate deals.
    • [18:19] - How Bekki's brokerage supports its agents with training and leads.
    • [21:01] - Discussion on the changing landscape of real estate and the impact of new regulations.
    Links & Resources:
    • Probate House Guy Podcast
    • Path and Post Real Estate
    • Zillow
    • Trainual
    Closing Remarks:

    Thank you for tuning in to this episode with Bekki Shea. We hope her journey and insights inspire you in your real estate endeavors. Don't forget to rate, follow, share, and review our podcast if you enjoyed this episode. Stay tuned for more engaging stories and expert advice in the world of real estate!

    48 min
  • Episode 013: The Right Way to Grow and Expand Into Other Markets as a Real Estate Wholesaler with Parker Stiles

    Hey everyone, welcome back to The Probate House Guy podcast! In today's episode, I sit down with my long-time friend Parker Stiles from Athens, Georgia, a seasoned real estate investor. We dive into Parker's journey from rehabbing houses to mastering virtual wholesaling and expanding into multiple markets. Parker shares invaluable insights on navigating market changes, building a robust team, and adapting to new regulations. You won't want to miss this conversation packed with real-world advice and strategies for thriving in the real estate business.

    Episode Highlights:

    [00:00] - Importance of hiring the right people and being quick to fire but slow to hire. [00:45] - Welcome and introduction to Parker Stiles and his real estate background. [02:30] - Parker's start in rehabbing houses and his shift to virtual wholesaling. [04:56] - Expanding into multiple markets: Atlanta, South Carolina, and Charlotte. [07:19] - Building a sales and marketing foundation for a real estate business. [10:09] - Impact of new South Carolina legislation on wholesaling practices. [13:26] - Adapting to regulatory changes and focusing on dispositions. [16:18] - The role of capital access and hard money lending in real estate investing. [19:19] - The evolution of Parker's team and the importance of cultural fit. [27:36] - Effective hiring practices and tools for building a strong team.

    Links & Resources:

    • Parker Stiles on Facebook: Parker Stiles
    • Barrington Capital for hard money lending in Georgia, South Carolina, and North Carolina.
    • Mentioned Hiring Tools: Indeed, WiseHire, Predictive Index, Team Architects.

    Closing Remarks:

    Thanks for tuning in! If you enjoyed this episode, don't forget to rate, follow, share, and leave a review. Stay tuned for more insightful conversations on The Probate House Guy podcast. Catch you next time!

    43 min
  • Episode 012: Doing Deals Remotely and Living Where You Want with Greg Helbeck

    In this episode of the Probate House Guy podcast, I sit down with my friend Greg Helbeck, a seasoned real estate investor who started his journey in New York and now operates from Seattle. We dive into Greg's early days in wholesaling, his innovative strategies for virtual investing, and how he scaled his business across multiple states. Greg shares valuable insights on marketing, follow-up techniques, and the importance of having boots on the ground. Whether you're a newbie or an experienced investor, this episode is packed with actionable advice to help you succeed in real estate.

    Key Talking Points
    1. [00:00:14] - Reverse Engineering Direct Mail Greg discusses how to reverse engineer direct mail campaigns to achieve a predictable return on ad spend.

    2. [00:01:01] - Greg's Early Wholesaling Days Greg shares his journey starting in 2015, using bandit signs and working for free to gain knowledge in real estate investing.

    3. [00:02:56] - Scaling Virtually Transitioning from New York to San Diego and then to Seattle, Greg explains how he managed to run his business remotely.

    4. [00:05:03] - ROI Sales Academy The impact of John Martinez's ROI Sales Academy on Greg's sales techniques and business growth.

    5. [00:06:44] - Current Markets and Strategies Greg talks about his current markets in New York, Delaware, and Dallas, and how he leverages local knowledge and networks.

    6. [00:08:06] - Adapting to Different Market Conditions The challenges and strategies Greg employed to operate in different states with varying market conditions and legal requirements.

    7. [00:10:51] - Importance of Boots on the Ground The critical role of having reliable local partners to handle the physical aspects of deals, especially in virtual wholesaling.

    8. [00:14:05] - Finding Local Agents and Helpers Techniques for finding local agents and helpers to manage properties and meet sellers, including using Redfin and Craigslist.

    9. [00:22:17] - Evolution of Marketing Techniques From bandit signs and handwritten letters to sophisticated direct mail and Google ads, Greg outlines his marketing evolution.

    10. [00:34:15] - Strategic Follow-Up How Greg uses a top 20 follow-up system to strategically follow up with leads most likely to convert into sales.

    Links & Resources
    • ROI Sales Academy: Sales training tailored for real estate investing acquisitions, now owned by Jerry Green.
    • Redfin: Platform used to find local agents for property sales.
    • Craigslist: Useful for hiring local helpers to take pictures and handle minor tasks.
    • 123notary.com: Resource for finding notaries across the country.
    • WeGoLook.com: Service for property reports and inspections.
    • CompanyCam: Software for contractors to take geolocated photos and manage tasks remotely.
    Closing Remark

    If you enjoyed this episode, please rate, follow, share, and review the Probate House Guy podcast. Your support helps us bring you more valuable content and amazing guests like Greg Helbeck. Thank you for listening!

    43 min
  • Episode 011: Creative Financing Deals with Travis Oglesby

    In this engaging episode of the Probate House Guide Podcast, host Brad Wood sits down with Travis Oglesby, an innovative real estate investor from Illinois. Travis shares his journey from wholesaling and flipping to mastering creative real estate deals, particularly focusing on owner financing and other non-traditional investment strategies. With candid reflections on his business evolution, the highs and lows of partnerships, and tactical advice for real estate investors, this episode is packed with actionable insights that illuminate the complexities of real estate investment and the emotional rollercoaster it can be.

    Key Talking Points
    • [00:30:22] - Travis discusses the transition from traditional real estate investments to creative financing strategies, emphasizing the mental resilience required in the industry.
    • [00:52:14] - Introduction to 'sub to' investing, a creative financing method that has significantly impacted Travis' business model and personal investment strategies.
    • [01:21:18] - Expanding the geographic footprint of his business to include multiple states, showcasing the scalability of creative real estate strategies.
    • [01:43:10] - Insights into managing partnerships in business, the importance of clear communication, and setting expectations to maintain healthy business relationships.
    • [02:24:06] - The significance of customer-oriented service in real estate, ensuring that clients are educated and comfortable throughout the investment process.
    • [03:32:03] - Discussion on the mental challenges of flipping houses and how personal experiences and mindset shifts influence business decisions.
    • [04:13:07] - Travis shares how owner financing has become a preferred strategy over flipping due to its stability and potential for long-term wealth creation.
    • [04:47:10] - The importance of adaptability in real estate marketing strategies, transitioning from direct outreach methods like cold calling to more inbound marketing techniques.
    • [05:18:18] - A deep dive into the intricacies of lease options and contract for deeds as tools for creative financing in real estate.
    • [05:44:19] - Travis talks about the impact of mentoring and coaching on his career, highlighting how learning from others has been crucial to his success.
    Links & Resources
    • Facebook Page: Travis Oglesby's professional page for networking and updates on real estate insights.
    • Equity Buyers Apprenticeship: Travis's program where he teaches others how to replicate his success in creative real estate.
    Closing Remarks

    If you found value in today's episode, remember to rate, follow, and review our podcast. Sharing this episode with your networks helps us grow and bring you more content like this. Tune in next time for more insights from the front lines of real estate investing!

    46 min
  • Episode 010: How to Create Innovative Probate Solutions for Your Sellers with Josh Nelson

    Welcome to a special edition of "The Probate House Guy Podcast." In today's episode, we embark on a fascinating journey across the United States, inviting a probate attorney from every state to discuss the nuances of probate law. Joining us in this inaugural episode is Josh Nelson, a seasoned probate attorney from Georgia and an old college buddy of mine. We delve into the intricacies of probate processes, pre-planning, and the essential tips to navigate these often challenging waters. Whether you're an investor, legal professional, or simply someone trying to manage estate affairs, this episode promises valuable insights into making the probate process as smooth as possible.

    Key Highlights:
    • [00:48] Introduction to the Series: Introduction of the series with a focus on probate laws across different states.
    • [01:08] Guest Introduction: Josh Nelson shares his background and the mission of his firm, emphasizing support for those dealing with probate.
    • [02:15] Understanding Probate: Josh explains the common misconceptions and complexities of the probate process.
    • [06:55] Innovative Probate Solutions: Discussion on Nelson's unique approach to handling probate cases effectively and compassionately.
    • [10:10] State-Specific Legal Differences: Insights into how probate laws vary significantly from state to state.
    • [22:38] The Role of LLCs in Estate Planning: Important considerations for integrating LLCs into estate planning to ensure seamless asset management.
    • [28:20] Working with Probate Attorneys: Tips for real estate investors and agents on building productive relationships with probate attorneys.
    • [44:44] Expedited Probate Process: Exploring scenarios where the probate process can be expedited under ideal conditions.
    Links & Resources:
    • Nelson Elder Care Law Website: Nelson Elder Care Law
    • Contact Phone: (678) 250-9355
    Closing Thoughts:

    Thanks for tuning into this insightful episode with Josh Nelson. If you found our discussion helpful, please rate, follow, and share the podcast to help others navigating similar challenges. And don't forget to leave us a review if you loved what you heard today! Stay tuned for more expert insights on probate law from around the country.

    48 min

About ProbateHouseGuy Podcast

From the publisher's feed

Welcome to the ProbateHouseGuy podcast. On this podcast we cover the world of Probate as it pertains to Real Estate. We have special guests who are experts in their fields to help give us insights and…