👨‍💼With Special Guest: Preston Speece In this Episode, a seasoned Financial Advisor with 29 years in the industry shares his journey and passion for financial services. He discusses his background, the demands and rewards of his job, and how mental resilience and mentorship helped him succeed. The conversation covers six key areas of financial planning: investment, retirement, tax, protection, cash flow, and estate planning. The advisor also outlines his four-step client engagement process and how to manage various financial strategies effectively. Tune in for valuable advice on identifying and working with a competent financial advisor, as well as practical tips for maintaining control over your financial future. Call to Action Don't miss this Episode, where a seasoned Financial Advisor with 29 years in the industry shares his inspiring journey and passion for financial services. Learn about the demands and rewards of his job, and how mental resilience and mentorship played a crucial role in his success. Dive into six key areas of financial planning: investment, retirement, tax, protection, cash flow, and estate planning. The advisor also explains his four-step client engagement process and offers insights on managing various financial strategies effectively. Tune in for valuable advice on finding and working with a competent financial advisor and practical tips for maintaining control over your financial future. #FinancialPlanning #InvestmentAdvice #RetirementPlanning #TaxStrategy #ProtectionPlanning #CashFlowManagement #EstatePlanning #ClientEngagement #FinancialAdvisorTips #FinancialFuture #Mentorship #MentalResilience 🗣️Notable Quotes: “Whenever you have the opportunity to control your assets, you probably should.” 📇Connecting with Preston Speece: LinkedIn: https://linkedin.com/in/prestonspeece 🎙️Connecting with Jamie and Brad Flanagan Instagram: https://www.instagram.com/jamie_flanagan_realtor/ LinkedIn: https://www.linkedin.com/in/jamieflanagan/ Website: http://bradandjamieflanagan.com/

👨‍💼With Special Guest: Griff and Dayna Zolninger In this Episode of Invested Souls, hosts Jamie Flanagan and Brad interview Griff and Dayna Zolninger, a married couple with over 20 years of experience in residential Real Estate in San Antonio. Dayna, with her background as a custom home builder and designer, teamed up with Griff, who transitioned from financial advising to Real Estate. The couple shares their journey, challenges, and successes, emphasizing the importance of faith, teamwork, and treating Real Estate as a business. They discuss their strategies for managing stress, handling market fluctuations like the 2008 crash, and their experiences in flipping houses. The Episode also touches on their approach to maintaining stability in both their personal and professional lives, and the role faith plays in their resilience. Dayna’s recent battle with cancer and how they navigated through a tough financial period together is also highlighted. Don't miss this Episode of Invested Souls, where hosts Jamie Flanagan and Brad interview Griff and Dayna Zolninger, a powerhouse couple with over 20 years of experience in residential Real Estate in San Antonio. Discover how Dayna's background as a custom home builder and designer complements Griff's transition from financial advising to Real Estate. Learn about their journey, challenges, and the role of faith and teamwork in their success. Get valuable insights into treating Real Estate as a business, managing stress, handling market fluctuations, and flipping houses. Hear their inspiring story of resilience, including Dayna’s recent battle with cancer and how they navigated tough financial times together. This episode is packed with wisdom for anyone in Real Estate or looking for inspiration in overcoming life's hurdles. #InvestedSouls #GriffAndDaynaZolninger #RealEstateJourney #SanAntonioRealEstate #FaithAndBusiness #Teamwork #RealEstateStrategies #FlippingHouses #OvercomingChallenges #RealEstatePodcast 🗣️Notable Quotes: “If anybody wants to be a flipper, the only thing you need to know is you make your money when you buy the house. If you buy it, everything else is fine. If you pay too much for it, you'll never make a dime” 📇Connecting with Griff and Dayna Zolninger: Facebook: https://www.facebook.com/SanAntonioLifestyleAndHomes Instagram: https://www.instagram.com/zolningerteamrealtors/ Linkedin: https://www.linkedin.com/in/dayna-zolninger-realtor/ Website:https://daynazolninger.lpthomesearch.com/ 🎙️Connecting with Jamie and Brad Flanagan Instagram: https://www.instagram.com/jamie_flanagan_realtor/ LinkedIn: https://www.linkedin.com/in/jamieflanagan/ Website: http://bradandjamieflanagan.com/

👨‍💼With Special Guest: Michael Kramer

In this episode of Invested Souls, hosts Brad and Jamie interview Michael Kramer, a seasoned entrepreneur, co-author of 'Empathetic Leadership' with Chris Voss, and fund manager of a private equity firm specializing in real estate. Michael shares his journey from a reluctant landlord to a passionate advocate for helping families create generational wealth through real estate. He emphasizes the importance of authenticity, family harmony, and teaching financial independence to family members. Michael also touches on his motivations driven by a pivotal family experience and outlines how his firm creates an 'unfair advantage' in the market. This episode is filled with valuable insights on personal development, strategic planning, and maintaining a balance between business and family.

In this episode of Invested Souls, Brad and Jamie interview Michael Kramer, entrepreneur and co-author of Empathetic Leadership. Michael discusses his journey in real estate, the importance of family harmony, and building generational wealth. He shares insights on authenticity, strategic planning, and balancing business with family.

#InvestedSouls #RealEstateSuccess #GenerationalWealth #EmpatheticLeadership #FamilyBusiness #AuthenticLeadership #PrivateEquity #RealEstateInvesting #FinancialIndependence #BusinessGrowth

🗣️Notable Quotes:

“The strongest energy they've ever measured is authenticity, It was like 400 times more powerful than love.”

📇Connecting with Michael Kramer

Instagram: https://www.instagram.com/freedbyrealestate/

LinkedIn: https://www.linkedin.com/company/freed-by-real-estate/

Facebook: https://www.facebook.com/freedbyrealestate/

Website: https://freedbyrealestate.com/

🎙️Connecting with Jamie and Brad Flanagan

Instagram: https://www.instagram.com/jamie_flanagan_realtor/

LinkedIn: https://www.linkedin.com/in/jamieflanagan/

Website: http://bradandjamieflanagan.com/