Believe it or not, we are wrapping up Season 8!  Tim, Lisa, and Jean talk about the year in review, strategies to keep on track as they are coming to the end of the year, and ways to get focused and created a plan for 2025.

We came away with one really value nugget: Have a plan.  Be agile with your plan.

How do you wrap up your year and prepare for the new one?  We'd love to hear your thoughts and ideas!

Connect with us:

Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean

Learn more at thereiconcierge.com

Tim and Lisa talk through the current slowness for many RE investors.  With interest rates on the rise again, it's difficult to make any moves.  This is a great time to return to the foundation, or as we like to say, The Why, The How, and The Risk.

Listen in and review your foundation for investing!

Connect with us:

Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean

Learn more at thereiconcierge.com

Tim and Lisa are experimenting and have some fun today using Notebook LLM to create a podcast within the podcast -- all generated and performed by AI.  It's pretty crazy and cool.  Let us know your thoughts!  We are biased, but we think it's not good enough to replace us yet! :)

Connect with us:

Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean

Learn more at thereiconcierge.com

Lisa and Tim talk with Eddie Duncan, Senior Business Loan Consultant with First Financial.

Email Eddie: [email protected]
First Financial Website: https://www.ffcash.com/

Connect with us:

Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean

Learn more at thereiconcierge.com

Tim and Lisa are excited to share this episode with you wehre we talk with Greg Mohr, a Franchise Consultant and the Founder of Franchise Maven.

While this veers a bit off the RE investing track, it's a super interesting parallel business idea, especially with the home service industry!

Listen in and see what you think!

Greg's website: https://www.franchisemaven.com/
Email: [email protected] 

Connect with us:

Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean

Learn more at thereiconcierge.com

Tim and Lisa are so happy to share this conversation with Felipe Lecaros!  Felipe is a long-time client of The REI Concierge.  He shares his story of getting started in real estate investing and how he has grown his portfolio, expanded his horizons, and is now helping others invest!

Learn more at Growing Assetz: https://www.growingassetz.com/

Learn about Felipe and Silvia's non-profit, Notes for Growth: https://www.notesforgrowth.org/

Listen to Felipe's wife, Silvia, on the Make Life Less Difficult podcast here.

Connect with us:

Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean

Learn more at thereiconcierge.com

Gabe Whitmer, Mortgage Lender with First Bank of Tennessee, joins us for another conversation about mortgage rates, refinancing, and more!



Connect with us:

Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean

Learn more at thereiconcierge.com

Connect with us:

Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean

Learn more at thereiconcierge.com

Tim, Lisa, and Jean share updates on each of their portfolios on this episode!  We believe strongly in sharing directly, honestly, and without sugar-coating the challenges, because there will always be challenges along the way.  It's so much better to know you aren't alone when you face them.

Let's continue to share stories and support one another in our real estate investing journeys!



Connect with us:

Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean

Learn more at thereiconcierge.com

Connect with us:

Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean

Learn more at thereiconcierge.com

Tim and Lisa are super excited to be back with Season 8!

Lots to talk about over the coming months!

Thanks for being here!


Connect with us:

Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean

Learn more at thereiconcierge.com

Connect with us:

Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean

Learn more at thereiconcierge.com

Tim and Lisa are so grateful to bring you this Season 7 Finale!  What a great season it's been.  Thank you to all our guests and listeners.  We'll be taking a break and will be back with Season 8 later in September!





Connect with us:

Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean

Learn more at thereiconcierge.com

Connect with us:

Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean

Learn more at thereiconcierge.com