Real Estate 101

Real Estate 101

By Paul David ThompsonBusinessInvesting
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Real Estate 101 episodes

  • 215. Navigating Life's Challenges and Negotiations: Insights with Joshua Cadillac

    Be the CEO of your life. At the end of the day, the buck stops with you. You're responsible for your own solutions. No one else and the second you embrace that is the second you start reclaiming your life.

    In this episode of "The WakeUp Call" podcast, Host Paul Thompson is joined by Josh Cadillac. In this session, Paul and Josh delve into intuition, negotiations, and becoming the CEO of your life.

    Key Points From This Episode:

    • Extreme owenership - if it is to be it is up to me
    • Are you the passenger or the driver in your life?
    • Everything we do we should make as meaningful as possible
    • Growth happens in the valley

    ► Resources

    How can I help you?

    Book a 1 on 1 strategy session here https://bit.ly/4bXI1CQ

    Looking for your commercial deam partner? Learn more https://shorturl.at/AzEip

    Opt in to my newsletter https://shorturl.at/kxMO8

    My social media accounts https://linktr.ee/pauldavidthompson

    Check out my blog https://pauldavidthompson.com/blog/

    Listen to my latest podcast episodes https://pauldavidthompson.com/podcast-2/

    Build your real estate portfolio hassle free with our Partner's at SHARE. https://calendly.com/sfrteam/pdt-share?month=2024-04

    Ready to revolutionize your content production? Try Riverside.fm. https://riverside.getrewardful.com/signup

    Free guide 'Making Offers Sellers Can't Resist': https://bit.ly/offerguide

    About Today's Guest:

    Josh is a Real Estate Coach, National Speaker, and Author. He specializes in training real estate professionals how to Close 4 Life by building lasting success through extensive knowledge. His unique method combines the education real estate professionals need to survive in this industry, with the tools to convert that knowledge into rapport, credibility, and trust. Josh has been a top producer since going full time in 2008, quickly earning many of the most prestigious certifications and designations in the industry. Since then, he has earned multiple accolades as a national speaker, most recently having won the speaker of the year award for Miami Realtors. He has written numerous courses on various facets of real estate in his A.C.E. family of classes, including the first crypto and real estate course approved for CE in Florida — and only the third one approved anywhere in the country. He is also the author of The Roadmap of the American Dream, a simple guide that explains how investing works.

    43 min
  • 214. Cabin Fever & Short-Term Rentals with Leslie Anne Morris

    Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy.

    In this episode of "The WakeUp Call" podcast, Host Paul Thompson is joined by "The Cabin Lady", Leslie Anne Morris. The two discuss her portfolio of Short-Term Rentals within Cabins in the Smoky Mountains, which have exploded in popularity alongside the increasing tourism to the area. With a smart business and property management strategy, she explains how it's possible to make substantial returns, but that it's important to create the necessary infrastructure and aesthetic to maximize the potential of a tourism-heavy space.

    Don't miss this incredible discussion featuring insight from a top-notch professional in the Short Term Rentals Space, phenomenal speaker, upcoming author, and an advocate for advancing women into the Real Estate Market.

    Key Points From This Episode:

    • The Pros and Cons of Long Term, Mid Term, and (Leslie Ann's specialty) Short Term Rentals.

    • Lean into a THEME. Underperforming STRs might benefit from an updated & thematic design.

    • Work With an Agent, who is also an Investor… and ideally one that also owns the thing that you're looking to buy.

    • Don't Self Manage, Get a legally licensed Property Manager, especially when it comes to having multiple STRs.

    • A Bad Cleaner can ruin your Business… Really Fast.

    • How to handle the challenging logistics of FURNISHING STRs.

    ► Resources

    How can I help you?

    Book a 1 on 1 strategy session here https://bit.ly/4bXI1CQ

    Looking for your commercial deam partner? Learn more https://shorturl.at/AzEip

    Opt in to my newsletter https://shorturl.at/kxMO8

    My social media accounts https://linktr.ee/pauldavidthompson

    Check out my blog https://pauldavidthompson.com/blog/

    Listen to my latest podcast episodes https://pauldavidthompson.com/podcast-2/

    Build your real estate portfolio hassle free with our Partner's at SHARE. https://calendly.com/sfrteam/pdt-share?month=2024-04

    Ready to revolutionize your content production? Try Riverside.fm. https://riverside.getrewardful.com/signup

    Free guide 'Making Offers Sellers Can't Resist': https://bit.ly/offerguide

    About Today's Guest:

    Leslie Anne Morris, "The Cabin Lady", began her Smoky Mountain investing journey while earning her MBA at the University of Southern California and working in Los Angeles as a commercial banker. For over twenty years, Leslie helped high-profile clients like SpaceX and closed a $50 million private equity deal. She applies the same underwriting strategy to building her growing real estate portfolio. And today, she is sharing her playbook to motivate others to do the same while creating truly passive income in short-term rentals.

    leslieannemorris.com

    41 min
  • 213. Deferred Sales Trusts 101 with Brett Swarts

    Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy.

    In this episode of "The WakeUp Call" podcast, Host Paul Thompson is joined by Brett Swarts as they go into heavy detail regarding Deferred Sales Trusts, the primary focus on Brett's business: "Capital Tax Solutions". For people with large value assets, using this strategy involves utilizing high and low tax states to your advantage– creating Trusts and designating Trustees that give you the opportunity to make large amounts of wealth off maximizing local interest rates.

    Key Points From This Episode:

    • Brett Breaks Down in detail the elements that go into a Deferred Sales Trust

    • The Benefits of Building and setting up a "Trust" involving a company like Capital Gains Tax Solutions.

    • Hire the WHO Don't Be the HOW

    • 82 Trillion Dollars Will Pass from Boomers to Millennials in the next 20 Years: The largest wealth transfer in the history of the planet.

    • DST is LEGAL, and LUCRATIVE, but you have to plan for it in advance.

    • DST Works without fail, despite what people say, as long as you go through the right channels.

    ► Resources

    How can I help you?

    Book a 1 on 1 strategy session here https://bit.ly/4bXI1CQ

    Looking for your commercial deam partner? Learn more https://shorturl.at/AzEip

    Opt in to my newsletter https://shorturl.at/kxMO8

    My social media accounts https://linktr.ee/pauldavidthompson

    Check out my blog https://pauldavidthompson.com/blog/

    Listen to my latest podcast episodes https://pauldavidthompson.com/podcast-2/

    Build your real estate portfolio hassle free with our Partner's at SHARE. https://calendly.com/sfrteam/pdt-share?month=2024-04

    Ready to revolutionize your content production? Try Riverside.fm. https://riverside.getrewardful.com/signup

    Free guide 'Making Offers Sellers Can't Resist': https://bit.ly/offerguide

    About Today's Guest:

    Brett Swarts is a Deferred Sales Trust™ Trustee, DST expert, capital gains tax deferral expert, investment real estate expert, multifamily broker, and the founder of Capital Gains Tax Solutions – a company helping individuals to defer capital gains tax on the sale of their highly appreciated assets, eliminate the need for a 1031 exchange, and unlock transformational wealth building options so they can create & preserve more wealth. He created 'Capital Gains Tax Solutions' to equip high net worth individuals and their trusted advisors with the Deferred Sales Trust™ tool to help them solve capital gains tax deferral limitations.

    https://capitalgainstaxsolutions.com/

    38 min
  • 212. Slow Down to Go Fast with Joe Camberato

    Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy.

    In this episode of "The WakeUp Call" podcast, Host Paul Thompson is joined by CEO Joe Camberato of "National Business Capital" as they discuss the current lending landscape, Joe's background in building and growing his company without any private equity, and financial predictions into the next year and beyond. The two share an absolutely can't-miss discussion, highlighting benefits and areas of opportunity for business owners in Real Estate, Service Industries, and countless others as well.

    Key Points From This Episode:

    • For owners of the Small/Medium Size Company, there has never been greater access to Capital than there is right now.

    • Most People underestimate the time it takes to Grow and Scale, especially if you're doing it without private equity.

    • It's not enough to be GREAT at what you do. You need to have the processes in place for your business to grow and thrive.

    • Know when it's time to HIRE OUT.

    • You Have to Figure out When to Go Slow in order to get your company in order, so you are prepared to build and scale to the next level.

    • Outsource your Bookkeeping!

    ► Resources

    How can I help you?

    Book a 1 on 1 strategy session here https://bit.ly/4bXI1CQ

    Looking for your commercial deam partner? Learn more https://shorturl.at/AzEip

    Opt in to my newsletter https://shorturl.at/kxMO8

    My social media accounts https://linktr.ee/pauldavidthompson

    Check out my blog https://pauldavidthompson.com/blog/

    Listen to my latest podcast episodes https://pauldavidthompson.com/podcast-2/

    Build your real estate portfolio hassle free with our Partner's at SHARE. https://calendly.com/sfrteam/pdt-share?month=2024-04

    Ready to revolutionize your content production? Try Riverside.fm. https://riverside.getrewardful.com/signup

    Free guide 'Making Offers Sellers Can't Resist': https://bit.ly/offerguide

    About Today's Guest:

    Long Island's Joe Camberato (@GrowbyJoe) is the CEO and founder of National Business Capital – the leading fintech marketplace, helping entrepreneurs access competitive financing fast, through an easy-to-use online platform and experienced team. He has been mentioned in Forbes, NASDAQ, Business Insider, and Entrepreneur magazine. He is recognized as a national thought leader in business growth and is consistently ranked among top business leaders.

    41 min
  • 211. Finding Freedom: Escaping the System and Carving Your Own Path

    Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy.

    In this episode of "The WakeUp Call" podcast, Host Paul Thompson is joined by San Diego Real Estate professional Jason Joseph Lee. The two connect over shared experiences of breaking free from what was "expected" of them and connecting over the moment they Woke Up to a life of freedom in Real Estate.

    Key Points From This Episode:

    • You Don't Have to Stay in "The System". You can Carve Your Own Path.

    • Having a Smaller Work Environment increases your connection to humanity.

    • Be Open to Opportunities in Various Asset Classes

    • Design Your Life and your Business Around Your Personal Goals.

    • Paul & Jason Discuss Predictions for the Future of the Economy

    ► Resources

    How can I help you?

    Book a 1 on 1 strategy session here https://bit.ly/4bXI1CQ

    Looking for your commercial deam partner? Learn more https://shorturl.at/AzEip

    Opt in to my newsletter https://shorturl.at/kxMO8

    My social media accounts https://linktr.ee/pauldavidthompson

    Check out my blog https://pauldavidthompson.com/blog/

    Listen to my latest podcast episodes https://pauldavidthompson.com/podcast-2/

    Build your real estate portfolio hassle free with our Partner's at SHARE. https://calendly.com/sfrteam/pdt-share?month=2024-04

    Ready to revolutionize your content production? Try Riverside.fm. https://riverside.getrewardful.com/signup

    Free guide 'Making Offers Sellers Can't Resist': https://bit.ly/offerguide

    About Today's Guest:

    Jason Joseph Lee (@jasonjosephlee) owns a San Diego based commercial Real Estate Brokerage. He started six years ago as a junior agent and has now started and grown his company to over a Quarter Billion dollars in Real Estate Sales in San Diego with a team of 11 people. Since then, he has branched out to Youtube and social media, where he shares his insight with others (youtube.com/@Jasonjosephlee)

    42 min
  • 210: Finding Freedom: Escaping the System and Carving Your Own Path with Jason Lee

    Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy.

    In this episode of "The WakeUp Call" podcast, Host Paul Thompson is joined by San Diego Real Estate professional Jason Joseph Lee. The two connect over shared experiences of breaking free from what was "expected" of them and connecting over the moment they Woke Up to a life of freedom in Real Estate.

    Key Points From This Episode:

    • You Don't Have to Stay in "The System". You can Carve Your Own Path.

    • Having a Smaller Work Environment increases your connection to humanity.

    • Be Open to Opportunities in Various Asset Classes

    • Design Your Life and your Business Around Your Personal Goals.

    • Paul & Jason Discuss Predictions for the Future of the Economy

    ► Resources

    How can I help you?

    Book a 1 on 1 strategy session here https://bit.ly/4bXI1CQ

    Looking for your commercial deam partner? Learn more https://shorturl.at/AzEip

    Opt in to my newsletter https://shorturl.at/kxMO8

    My social media accounts https://linktr.ee/pauldavidthompson

    Check out my blog https://pauldavidthompson.com/blog/

    Listen to my latest podcast episodes https://pauldavidthompson.com/podcast-2/

    Build your real estate portfolio hassle free with our Partner's at SHARE. https://calendly.com/sfrteam/pdt-share?month=2024-04

    Ready to revolutionize your content production? Try Riverside.fm. https://riverside.getrewardful.com/signup

    Free guide 'Making Offers Sellers Can't Resist': https://bit.ly/offerguide

    About Today's Guest:

    Jason Joseph Lee (@jasonjosephlee) owns a San Diego based commercial Real Estate Brokerage. He started six years ago as a junior agent and has now started and grown his company to over a Quarter Billion dollars in Real Estate Sales in San Diego with a team of 11 people. Since then, he has branched out to Youtube and social media, where he shares his insight with others (youtube.com/@Jasonjosephlee)

    42 min
  • 209. The WakeUp Call: Crafting Your Own Economy in the Modern World

    Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy.

    In "The WakeUp Call" podcast, Host Paul Thompson, a former corporate professional turned pioneer for freedom, explores topics such as investing, entrepreneurship, and lifestyle design. Through interviews with real estate and entrepreneurial experts, this podcast provides valuable insights and advice for creating personal economies and embracing the transformative power of new information. Join Paul on this journey of self-discovery and learn how to find purpose, fulfillment, and meaning in the changing landscape of work.

    Key Points From This Episode:

    • The World Has Changed… You Can Forge your own Economy

    • Your Wake Up Call begins when you choose to see a better path to your future

    • The next two decades will bring forth a very interesting time for humanity

    • There is WEALTH in EQUITY

    • We Need to Work "on" your business, not "in" it.

    • Lead Life By Design, Your Future is Waiting.

    ► Resources

    How can I help you?

    Book a 1 on 1 strategy session here https://bit.ly/4bXI1CQ

    Looking for your commercial deam partner? Learn more https://shorturl.at/AzEip

    Opt in to my newsletter https://shorturl.at/kxMO8

    My social media accounts https://linktr.ee/pauldavidthompson

    Check out my blog https://pauldavidthompson.com/blog/

    Listen to my latest podcast episodes https://pauldavidthompson.com/podcast-2/

    Build your real estate portfolio hassle free with our Partner's at SHARE. https://calendly.com/sfrteam/pdt-share?month=2024-04

    Ready to revolutionize your content production? Try Riverside.fm. https://riverside.getrewardful.com/signup

    Free guide 'Making Offers Sellers Can't Resist': https://bit.ly/offerguide

    13 min
  • 208. Beyond AirBnb Secrets with Dr. Chau Ong

    In the ever-evolving world of real estate, there are individuals who transcend the boundaries of conventional investment approaches, paving their path to financial freedom.

    In this episode, Dr. Chau Ong shares his story and marketing strategies in the real estate business. Dr. Chau Ong is a successful real estate investor who helps people achieve financial freedom by leveraging other people's properties through corporate housing. He discovered the potential of renting other people's properties through platforms like Airbnb and eventually focused on corporate housing to attract stable and long-term clients. He also talks about investing in midterm and corporate rental housing, the process of brokering master lease agreements with property owners, and how to achieve financial freedom through property subletting.

    Tune in to this episode with Dr. Chau Ong as he shares game-changing strategies helping you transcend conventional investment approaches and pave your path to success.

    Key Points From This Episode:

    • Dr. Chau's journey and marketing strategies in the real estate business

    • The advantages of Dr. Chau's approach

    • The process of brokering master lease agreements with property owners

    • Tips on investing in midterm and corporate rental housing

    • Strategies for finding corporate housing entities

    • The "fast" framework recommended for scaling the strategy

    • Dr. Chau's explanation of property subletting and the strategy of property arbitrage

    • The low-risk nature of property arbitrage

    • The game plan of landing two properties a month to achieve financial freedom in two to five months

    • Information about Dr. Chau's program, Beyond Airbnb Secrets

    • Suggestions for easily furnishing a property

    • Dr. Chau's personal experience of how property arbitrage helped him take care of his cancer survivor mother and retire his parents.

    ► Resources

    How can I help you?

    Book a 1 on 1 strategy session here: https://shorturl.at/0Vntd

    Group coaching with me, Peter Conti, and the Real Estate 101 team: https://shorturl.at/iDEcS

    Opt in to my newsletter here https://shorturl.at/kxMO8

    My social media accounts https://linktr.ee/pauldavidthompson

    Check out my blog here:https://pauldavidthompson.com/blog/

    Build your real estate portfolio hassle free with me and SHARE. Book a call with us here. https://calendly.com/sfrteam/pdt-share?month=2024-04

    Free guide 'Making Offers Sellers Can't Resist': https://bit.ly/offerguide

    About Dr. Chau

    Dr. Chau is a real estate investor and mentor. He has a doctorate in pharmacy and a masters in business administration from the Roseman University of Health Sciences in Henderson, Nevada. He is an immigrant who came to the U.S. with nothing but the desire to get a degree. Previously working as a pharmacist, he began with various businesses, such as restaurants, e-commerce, and even real estate, to achieve financial independence.

    Dr. Chau started investing in real estate over 10 years ago and even took mentorship from realtors Tony Robbins and Dean Graziosi. In 2014, he started listing his houses on Airbnb and learned about Airbnb arbitrage in 2016. In 2017, he moved to corporate housing after seeing how lucrative it is. He now manages 30+ properties and 3 multi-family buildings, and has since mentored over a hundred students on corporate housing arbitrage.

    Join the Community

    I'd love to hear your comments and questions about this episode. Here are some great ways to stay in touch or get involved in the My Freedom Foundry Community!

    • FREE Facebook Group - My Freedom Foundry - Free Yourself With Real Estate Investing | www.facebook.com/groups/myfreedomfoundry

    • Freebies and Resources To Help You Excel Your Business | www.pauldavidthompson.com/work-with-me

    • Grab your copy of my best-selling book: ESCAPE: Money Mindset to Freedom with Stocks, Real Estate, and Starting Your Own Business HERE.

    If you like what you hear, please subscribe and leave a rating or review!

    28 min
  • 207. A Journey to Successful Multifamily Real Estate Syndication with Rebecca Moore

    Many people rely solely on a stable income for their daily living expenses, but having multiple sources of income can offer benefits beyond financial stability. Not only can it provide financial freedom, but it can also allow for more time with family and loved ones.

    Rebecca Moore is a multifamily real estate syndicator and psychologist who has achieved great success in the apartment syndications business. Her interest in this field was motivated by the financial freedom it offers and the opportunity to spend more time with her family. Rebecca gained experience and knowledge through Brad Sumrok's group, which helped her navigate the complex world of apartment complex investing, including building her capital stack, which is the combination of different financing sources used to purchase the property. With the help of Sumrok's group, Rebecca was able to purchase a 94-unit complex and successfully manage the asset, despite the challenges that come with such an investment.

    If you're interested in multifamily real estate syndication, Rebecca Moore's experience and knowledge gained through Brad Sumrok's group offer valuable insights into navigating this complex industry. Tune in to this episode to learn more.

    Key Points From This Episode:

    • About Rebecca Moore

    • About apartment syndications

    • What hooked her on syndication, her experience and learnings in the business through Brad sumrok's group

    • Apartment complex process

    • How did she build her capital stack

    • What's with Brad Sumrok's group that gave her the confidence to buy 94 units complex

    • The team that makes it possible for her to own these apartment complexes

    • What is an asset manager

    • Challenges that have come up with her being the asset manager

    • Financial benefit and lifestyle change that Rebecca and Warren experienced

    ► Resources

    How can I help you?

    Book a 1 on 1 strategy session here https://bit.ly/4bXI1CQ

    Looking for your commercial deam partner? Learn more https://shorturl.at/AzEip

    Opt in to my newsletter https://shorturl.at/kxMO8

    My social media accounts https://linktr.ee/pauldavidthompson

    Check out my blog https://pauldavidthompson.com/blog/

    Listen to my latest podcast episodes https://pauldavidthompson.com/podcast-2/

    Build your real estate portfolio hassle free with our Partner's at SHARE. https://calendly.com/sfrteam/pdt-share?month=2024-04

    Ready to revolutionize your content production? Try Riverside.fm. https://riverside.getrewardful.com/signup

    Free guide 'Making Offers Sellers Can't Resist': https://bit.ly/offerguide

    About Rebecca Moore

    Rebecca Moore, along with her husband Warren Buller amassed several single family homes while stationed in the different locations the US Navy sent them. In 2012, they founded Starboard Equity for the purpose of investing in real estate to become financially independent. With over 10 years of experience in real estate investing, Rebecca is a full-time multifamily syndicator, asset manager, and investor. She has led the acquisition of five multifamily properties and owns over 2000 multifamily units.

    While Warren was stationed at Naval Base San Diego as Commodore, Rebecca began to syndicate in Dallas-Fort Worth. Because she was able to hold a full time job in one state, travel to find exceptional properties in another state that generated excellent returns for investors, she has been a featured speaker at real estate investing events and webinars to inspire others to do the same.

    Rebecca has a Doctorate in Clinical Psychology and practices Psychodynamic Psychotherapy for a very select few people. Warren Buller holds master's degrees in National Security and Human Resources. Warren is a retired Naval Surface Warfare Officer.

    Follow Rebecca Moore

    • Website | starboardequity.com

    • Linked In | www.linkedin.com/in/rebecca-moore-buller

    • Youtube | www.youtube.com/channel

    Join the Community

    I'd love to hear your comments and questions about this episode. Here are some great ways to stay in touch or get involved in the My Freedom Foundry Community!

    • FREE Facebook Group - My Freedom Foundry - Free Yourself With Real Estate Investing | www.facebook.com/groups/myfreedomfoundry

    • Freebies and Resources To Help You Excel Your Business | www.pauldavidthompson.com/work-with-me

    • Grab your copy of my best-selling book: ESCAPE: Money Mindset to Freedom with Stocks, Real Estate, and Starting Your Own Business, HERE.

    If you like what you hear, please subscribe and leave a rating or review!

    34 min
  • 206. Breaking Free From Financial Headaches with Courtney Lewis

    As the saying goes, "money makes the world go round." But managing money effectively can be a daunting task, especially when it comes to investing in real estate.

    In this episode, we have the pleasure of speaking with Courtney Lewis, a financial advisor and former portfolio manager who has accumulated an impressive real estate portfolio worth millions of dollars. Courtney shares her journey from being underpaid in her corporate job to starting her own successful financial coaching and consulting business, 8th Wonder Financial. Along the way, she has gained invaluable experience in real estate investing, managing rental properties, negotiating sales, and exploring tax liens and deeds.

    We'll also hear her insights on building equity, understanding motivation behind monetary goals, and tips for successful real estate investing. Whether you're a seasoned investor or just starting out, Courtney's advice will provide valuable insights to help you build your wealth and achieve your financial goals.

    Key Points From This Episode:

    • Courtney's financial coaching and consulting business

    • Courtney's experience with real estate investing and property management

    • Building equity and income to have control over career and finances

    • Understanding underlying motivation behind monetary goals

    • Difference between tax liens and tax deeds in real estate investment

    • Researching the best deals for tax liens and tax deeds in different states

    • Targeting homestead-occupied homes for tax liens

    • Importance of not paying more than the property is worth

    ► Resources

    How can I help you?

    Book a 1 on 1 strategy session here https://bit.ly/4bXI1CQ

    Looking for your commercial deam partner? Learn more https://shorturl.at/AzEip

    Opt in to my newsletter https://shorturl.at/kxMO8

    My social media accounts https://linktr.ee/pauldavidthompson

    Check out my blog https://pauldavidthompson.com/blog/

    Listen to my latest podcast episodes https://pauldavidthompson.com/podcast-2/

    Build your real estate portfolio hassle free with our Partner's at SHARE. https://calendly.com/sfrteam/pdt-share?month=2024-04

    Ready to revolutionize your content production? Try Riverside.fm. https://riverside.getrewardful.com/signup

    Free guide 'Making Offers Sellers Can't Resist': https://bit.ly/offerguide

    Follow Courtney Lewis

    • LinkedIn | Courtney Lewis

    • Website | www.8thwonderfinancial.com

    • Tiktok | @8thwonderfinancialcoach

    • Facebook | 8th Wonder Financial Coaching

    About Courtney Lewis

    Courtney Lewis is a seasoned financial expert with over 25 years of experience in corporate America finance, banking, insurance, investments, and planning. She has worked with a wide range of clients, from those who regularly overdrew their bank accounts to wealthy clients seeking portfolio management services for trust investments. As a FINRA and insurance licensed professional, Courtney has seen it all and has a deep understanding that life happens, without passing judgment on her clients.

    One of Courtney's passions is finding creative solutions to solve any problem, a skill she has honed since her childhood when she started using the "envelope system" for cash management on her $2 allowance. She has also invested in stocks, mutual funds, and real estate, successfully flipping her first condo without a Realtor. Her personal real estate journey has now surpassed $4.5 Million in real estate deals, and she receives thousands in passive real estate income. Courtney always maintains a spreadsheet budget, even when her income is healthy in the six figures from multiple sources.

    Despite her professional success, Courtney has faced her share of setbacks and financial hardships, including divorce, long periods of unemployment, credit card debt, and major medical problems. However, she has overcome these challenges and maintained an 800+ credit score while prioritizing her financial goals and plans.

    With 8th Wonder Financial Coaching, Courtney aims to help others break free from financial headaches, stresses, or cycles of debt to free up cash flow and allow them to enjoy life on their terms. Her coaching program is uniquely tailored to each person's needs and goals, as she understands that everyone's financial situation is different. By sharing her expertise and personal experiences, Courtney hopes to normalize talking about money and help others achieve their financial goals.

    Join the Community

    I'd love to hear your comments and questions about this episode. Here are some great ways to stay in touch or get involved in the My Freedom Foundry Community!

    • FREE Facebook Group - My Freedom Foundry - Free Yourself With Real Estate Investing | www.facebook.com/groups/myfreedomfoundry

    • Freebies and Resources To Help You Excel Your Business | www.pauldavidthompson.com/work-with-me

    • Grab your copy of my best-selling book: ESCAPE: Money Mindset to Freedom with Stocks, Real Estate, and Starting Your Own Business HERE.

    If you like what you hear, please subscribe and leave a rating or review!

    35 min

About Real Estate 101

From the publisher's feed

Meet Peter and Paul, the brains behind Real Estate 101. A former mechanic, Peter is the co-author of Commercial Real Estate Investing For Dummies and is now considered a premier expert in the country on helping every day achieve their commercial real estate dreams. Paul left his corporate director gig ten years ago to invest in real estate full-time and has never looked back. It did not take him long to realize that he could make a huge impact as a mentor and he has spent the last few years spreading the word near and far about the power of commercial real estate.