👨‍💼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/

On today's episode Jamie & Brad Flanagan discuss taking advantage of opportunities to invest using current home's equity, involving your family in your journey, and overcoming the excuses we make to not move forward.

Learn more about their upcoming even in Level Up Retreat in Utah coming up next month on October 18-22, 2024. For more information visit couplestakecharge.com.

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Jamie Flanagan is a real estate agent personally helping clients in all of Nebraska, Arizona and Colorado.

Jamie and her husband, Brad, also help other realtors realize their potential by helping them establish relationships with investors and move up buyers.

You can join Jamie at eXp Realty and get plugged in to all her systems and lead generations tools! https://jamieflanagan.exprealty.careers/

To connect with Jamie visit https://www.instagram.com/jamie_flanagan_realtor/ https://linktr.ee/jamie_flanagan_realtor

To Connect with Brad Flanagan visit https://www.instagram.com/bradflanagan_bfhomeloans/

Get pre-approved for your next investment here bradflanaganteam.com

On today's episode Jamie & Brad Flanagan interview Crystal McDonough from McDonough Law Group discussing how to structure your real estate investment business, the new Corporate Transparency Act, trademarks, and much more!

Jamie Flanagan is a real estate agent personally helping clients in all of Nebraska, Arizona and Colorado.

Jamie and her husband also help other realtors realize their potential by helping them establish relationships with investors and move up buyers.

You can join Jamie at eXp Realty and get plugged in to all her systems and lead generations tools! https://jamieflanagan.exprealty.careers/

To connect with Jamie visit https://www.instagram.com/jamie_flanagan_realtor/ https://linktr.ee/jamie_flanagan_realtor

To Connect with Brad Flanagan visit https://www.instagram.com/bradflanagan_bfhomeloans/

Get pre-approved for your next investment here bradflanaganteam.com

Crystal J. McDonough is an attorney and founder of McDonough Law Group, a full-service law firm with licensed attorneys across the USA. Crystal runs a creative and modern business law practice that aims to find workable solutions to even the most complex legal problems. Prior to attending law school, Crystal was a business owner and she understands firsthand the challenges that businesses can encounter. Her comprehensive understanding of the commercial environment, in a variety of industries, including real estate, renewable energy, utilities, oil and gas, and construction, have made her a trusted legal advisor for many business owners. Her business law services include corporate formation, legal document preparation, contract drafting and review, as well as negotiation and litigation. Crystal spends her spare time with her husband, three children, and their two rescue dogs. She is a Colorado native and grew up in the Grand Lake area. She enjoys spending time in the mountains, camping, and traveling cross-country with her family. Contact with

Crystal via phone 970-776-3311 or email info@mcdonoughlawgroup.com

https://mcdonoughlawgroup.com/crystal-j-mcdonough-esq/

Becoming a landlord isn’t always sunshine and rainbows! Hear from Jamie and special guest Jessica Hensley about some of the trials and tribulations they’ve had as landlords and how they persist to keep on going!

Join "Building Legacy Wealth Through Real Estate" On Facebook.

If you don't know us yet check out our first episode!

Brad and Jamie Flanagan- Wealth Through Real Estate

Follow us on Instagram:

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

https://www.instagram.com/theflippingflanagans/

https://www.instagram.com/bradflanagan_bfhomeloans/

Contact: Jamie@bigpicturerealestategroup.com

Follow Jessica at www.sixfiguremegaagent.com

#financialfreedomwiththeflippingflanagans #realestate #passiveincome #rentalincome #leadgeneration #realestate

Jamie loves hosting events, and for good reason! She's a person who thrives on creating positive experiences with others. In this episode she breaks down some event basics!

Join "Building Legacy Wealth Through Real Estate" On Facebook.

If you don't know us yet check out our first episode!

Brad and Jamie Flanagan- Wealth Through Real Estate

Follow us on Instagram:

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

https://www.instagram.com/theflippingflanagans/

https://www.instagram.com/bradflanagan_bfhomeloans/

Contact: Jamie@bigpicturerealestategroup.com

#financialfreedomwiththeflippingflanagans #realestate #passiveincome #rentalincome #leadgeneration #realestate

We believe you should treat your real estate business like a business! Jamie mentions how she saved 92k a year, which helped them put more money into their real estate investment business.

Join us in this episode tailored for ambitious real estate agents eager to invest and boost their income. Learn why it's not just about knowing your numbers – it's about decoding how they shape your business vitality. No more overwhelming tasks and paperwork; it's time for a mindset overhaul! 🏡💼 Tune in to unravel the secrets, embrace vulnerability, and ignite actionable strategies for unparalleled growth. Your path to real estate success starts here! 🔑 Join "Building Legacy Wealth Through Real Estate" On Facebook. Follow us on Instagram: @theflippingflanagans, @jamie_flanagan_realtor , @bradflanagan_bfhomeloans Contact: Jamie@bigpicturerealestategroup.com💰 #RealEstateInvesting #BusinessMindset #WealthBuilding"