206. Breaking Free From Financial Headaches with Courtney Lewis
Release Date: 05/16/2023
249: Unconventional Journey to Real Estate Success with Engelo Rumora
The Wake Up Call
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy. In this insightful episode, host Paul welcomes Engelo, a self-made real estate entrepreneur with a unique background. From dropping out of school at 14 to playing professional soccer in Hong Kong, and later transitioning to construction and self-development, Engelo's journey is a testament to perseverance and the pursuit of one's passions. Engelo shares his experiences in the...
info_outline
248: Insights from Mateo Bervejillo's Path to Success
The Wake Up Call
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy. In this insightful episode, we delve into the entrepreneurial journey of Mateo, the CEO of Xseed, a software development company based in Uruguay. Mateo shares his inspiring story, from his early career as a manager in the teleconsultancy industry to his transition into the outsourcing sector and eventually becoming an entrepreneur. He highlights the challenges he faced along...
info_outline
247: How AI is Leveling the Playing Field for Investors with Andrew Einhorn
The Wake Up Call
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy. In this episode, we sit down with Andrew, the founder of LevelFields AI, to discuss how his company is using advanced data analysis and artificial intelligence to give individual investors access to the same powerful insights that were previously only available to large financial institutions. Andrew shares how his platform scans thousands of news sources and company filings in...
info_outline
246: Navigating the Complex World of College Planning and Financing
The Wake Up Call
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your lifestyle and economy. In this episode, Paul and Brad delve deep into the intricate world of college planning and financing. They discuss the critical steps involved in the late-stage college planning process, including visits, testing, negotiating with schools, and securing various forms of financial aid. They also explore the differences in guidance counseling services between private and public schools, and...
info_outline
245: Building a Well-Oiled Business Machine
The Wake Up Call
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your lifestyle and economy. In this episode, Paul Thompson shares his insights on developing an effective process for running a successful business. He outlines his approach to setting big, hairy, audacious goals, breaking them down into a 3-year vision and 1-year plan, and then implementing a cadence of weekly tactical meetings and daily huddles to drive execution and accountability. Paul emphasizes the...
info_outline
244: Mastering Marriage, Entrepreneurship, and the Art of Living by Design
The Wake Up Call
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your lifestyle and economy. In this introspective episode, Paul Thompson reflects on two pivotal journeys – his marriage and entrepreneurial ventures. As he celebrates his 19th wedding anniversary, Paul shares poignant insights on the evolving phases of marriage and the intentional commitment required to build a lasting partnership. He then shifts gears, discussing his involvement in an ambitious mastermind group...
info_outline
243: Leveraging Podcast Guesting to Raise Capital and Build Your Brand with Trevor Oldham
The Wake Up Call
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your lifestyle and economy. Trevor Oldham, founder of Podcasting You, shares valuable insights on how real estate investors and entrepreneurs can effectively use podcast guesting as a strategy to raise capital, build authority, and grow their businesses. He discusses the tactics and best practices for identifying the right shows, creating compelling pitches, repurposing content, and nurturing relationships with...
info_outline
242: An Insider’s Guide for Out-of-State Investors with Andrew Kim
The Wake Up Call
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your lifestyle and economy. Industry experts Paul Thompson and Andrew Kim explore the opportunities and obstacles for investors eyeing single-family rentals across the Sun Belt. With boots on the ground from Dallas to Memphis, Andrew offers hard-won advice for vetting deals, financing purchases, and managing rehabs remotely. Gain valuable perspective on the pros and cons of multifamily versus single-family...
info_outline
241: The Lone Star Journey with Dasha Beardsley
The Wake Up Call
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your lifestyle and economy. Rising star Dasha Beardsley joins Paul in this episode to discuss an unexpected secret to investment success—health optimization. As Manager of Data Science for Cadre, Dasha crunches property numbers by day while juicing up her own vitality by night. Learn how blending profit with daily wellness habits can maximize personal and portfolio performance. Key Takeaways: Simple self-care...
info_outline
240: The Microdose Diet Journey with Peggy Van de Plassche
The Wake Up Call
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy. Join us on a fascinating journey into the world of the Microdose Diet with Peggy Van de Plassche, a former finance expert turned entrepreneur focusing on psychedelics. In this episode, Peggy shares her background in finance, her entrepreneurial journey, and her transition to focusing on psychedelics, particularly microdosing with magic mushrooms. Discover how this holistic protocol...
info_outlineAs the saying goes, "money makes the world go round." But managing money effectively can be a daunting task, especially when it comes to investing in real estate.
In this episode, we have the pleasure of speaking with Courtney Lewis, a financial advisor and former portfolio manager who has accumulated an impressive real estate portfolio worth millions of dollars. Courtney shares her journey from being underpaid in her corporate job to starting her own successful financial coaching and consulting business, 8th Wonder Financial. Along the way, she has gained invaluable experience in real estate investing, managing rental properties, negotiating sales, and exploring tax liens and deeds.
We'll also hear her insights on building equity, understanding motivation behind monetary goals, and tips for successful real estate investing. Whether you're a seasoned investor or just starting out, Courtney's advice will provide valuable insights to help you build your wealth and achieve your financial goals.
Key Points From This Episode:
-
Courtney's financial coaching and consulting business
-
Courtney's experience with real estate investing and property management
-
Building equity and income to have control over career and finances
-
Understanding underlying motivation behind monetary goals
-
Difference between tax liens and tax deeds in real estate investment
-
Researching the best deals for tax liens and tax deeds in different states
-
Targeting homestead-occupied homes for tax liens
-
Importance of not paying more than the property is worth
Follow Courtney Lewis
-
LinkedIn | Courtney Lewis
-
Website | www.8thwonderfinancial.com
-
Tiktok | @8thwonderfinancialcoach
-
Facebook | 8th Wonder Financial Coaching
About Courtney Lewis
Courtney Lewis is a seasoned financial expert with over 25 years of experience in corporate America finance, banking, insurance, investments, and planning. She has worked with a wide range of clients, from those who regularly overdrew their bank accounts to wealthy clients seeking portfolio management services for trust investments. As a FINRA and insurance licensed professional, Courtney has seen it all and has a deep understanding that life happens, without passing judgment on her clients.
One of Courtney's passions is finding creative solutions to solve any problem, a skill she has honed since her childhood when she started using the "envelope system" for cash management on her $2 allowance. She has also invested in stocks, mutual funds, and real estate, successfully flipping her first condo without a Realtor. Her personal real estate journey has now surpassed $4.5 Million in real estate deals, and she receives thousands in passive real estate income. Courtney always maintains a spreadsheet budget, even when her income is healthy in the six figures from multiple sources.
Despite her professional success, Courtney has faced her share of setbacks and financial hardships, including divorce, long periods of unemployment, credit card debt, and major medical problems. However, she has overcome these challenges and maintained an 800+ credit score while prioritizing her financial goals and plans.
With 8th Wonder Financial Coaching, Courtney aims to help others break free from financial headaches, stresses, or cycles of debt to free up cash flow and allow them to enjoy life on their terms. Her coaching program is uniquely tailored to each person's needs and goals, as she understands that everyone's financial situation is different. By sharing her expertise and personal experiences, Courtney hopes to normalize talking about money and help others achieve their financial goals.
Join the Community
I'd love to hear your comments and questions about this episode. Here are some great ways to stay in touch or get involved in the My Freedom Foundry Community!
-
FREE Facebook Group - My Freedom Foundry - Free Yourself With Real Estate Investing | www.facebook.com/groups/myfreedomfoundry
-
Freebies and Resources To Help You Excel Your Business | www.pauldavidthompson.com/work-with-me
-
Grab your copy of my best-selling book: ESCAPE: Money Mindset to Freedom with Stocks, Real Estate, and Starting Your Own Business HERE.
If you like what you hear, please subscribe and leave a rating or review!