The REI Concierge Podcast

Tim and Lisa are excited to talk with Tyler Weerden.Tyler is a financial planner and the owner of Layered Financial, a Registered Investment Advisory firm. In addition to being a financial planner, Tyler is a full-time federal agent with 14 years of law enforcement experience. He holds a Bachelor of Science degree, a Master of Science degree, the Series 65 license, and is a Certified Fraud Examiner (CFE). Tyler is the sole Investment Adviser Representative at Layered Financial.Prior to becoming a federal agent, Tyler served as a state trooper, local police officer, and was a member of the U.S. Army National Guard. He has served in both domestic and overseas Foreign Service assignments. Tyler has experience with local, state, and federal pension systems, 457(b) Deferred Compensation, the federal Thrift Savings Plan (TSP), Individual Retirement Arrangements (IRAs), Health Savings Accounts (HSAs), and various investment options to include rental real estate. Connect with Tyler: https://www.layeredfinancial.com/Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

In today's episode, Lisa and Jean talk about the book, The Gap and the Gain: The High Achiever's Guide to Happiness, Confidence, and Success, by Dan Sullivan.This is a new format we are trying out in Season 7 where we explore and discuss a book, sharing the highlights and our insights and takeaways.Let us know what you think and send over future book recommendations!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa talk with Blake Dailey about investing in Boutique Hotels!Blake's story is inspiring and incredible as he has bought, renovated, and sold 4 hotels and is working on the 6th renovation project now on a hotel in the Smoky Mountains.Lots of great stories and ideas in our conversation!  We think you'll love it!Connect with Blake on IG: https://www.instagram.com/blakejdailey/Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa share updates on what is working for them and their real estate portfolios.  There's a lot of noise out there, so it's crucial to know yourself, find your path, keep learning, and adjust along the way!Jump in and let us know what you think!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are stoked to talk with Wes Thompson again today!  Wes is an experienced investor who is not afraid to ask anyone anything!  And if he gets a "no", he brilliantly moves on and keeps searching for what's next.Listen in and be inspired!!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

We're happy to share this conversation with Adam Gower of GowerCrowd.  Adam has decades of experience in real estate and has experienced many different market conditions. Today he helps investors scale big by creating platforms for raising funds with enormous success.Check out the links below to learn more.Website: https://gowercrowd.com/Podcast/YouTube: https://gowercrowd.com/podcast Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Charles Carillo joins Tim and Lisa to share about Harborside Partners, a private equite firm that give people the opportunity for passive investments.Tim and I also have had the privilege of being on Charles's podcast, Global Investors.Check out all the links below!Podcast: https://harborsidepartners.com/commercial-real-estate-podcast/Website: https://harborsidepartners.com/Instagram: https://www.instagram.com/harborsidepartners/Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are always delighted to talk with Mortgage Banker, Gabe Whitmer, of FirstBank of Tennessee.Gabe and his team can now do DSCR Loans!  We talk about what these are and how they can help you build your RE portfolio.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are thrilled to start off a brand new season of podcasting!!!  Welcome to Season 7!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa wrap up Season 6 of The REI Concierge Podcast, as well as 2023!It's been a great season and we are already looking forward to Season 7, which will start releasing in late January/early February.  2024 is a year of opportunity, discovery and creation!  Let us know how we can support you in the new year!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com