The REI Concierge Podcast

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 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 Jean

Learn 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 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 Jean

Learn more at thereiconcierge.com

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 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 Jean

Learn more at thereiconcierge.com

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 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 Jean

Learn 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 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 Jean

Learn 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 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 Jean

Learn 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 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 Jean

Learn 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 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 Jean

Learn 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 Settlement
• Prime Estate Planning

Connect with Scott:

LinkedIn: https://www.linkedin.com/in/scott-sweitzer-6a30135

LinkedIn: https://www.linkedin.com/company/prime-settlement-inc

LinkedIn: https://www.linkedin.com/company/prime-estate-planning

Instagram: www.instagram.com/primeestateplanning

Instagram: www.instagram.com/primesettlement

Facebook: www.facebook.com/PrimeSettlement

Facebook: www.facebook.com/PrimeEstatePlanning

Connect with Tim and Lisa:

Schedule a call with Tim
Schedule a call with Lisa

Learn more at thereiconcierge.com

Connect with us:

Schedule a call with Tim
Schedule a call with Jean

Learn 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 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 Jean

Learn more at thereiconcierge.com