Become a Paid Subscriber: https://anchor.fm/theproactiveagent/subscribe Honest and experienced advice on being a real estate agent. Helping you be a proactive and productive agent. Pure real estate agent advice, totally unscripted. No BS added. If you agree that real estate agents get preyed upon by phony gurus selling the magic pill of success, only to sell you sh%t you can get off Google, then this podcast is for you. Build your own business not theirs. Cover art photo provided by rawpixel ...
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Proactive Real Estate Agent Podcasts
As one of the top five agents with Windermere Homes & Estates, Sean Zanganeh prides himself on working closely with his clients in order to achieve their real estate goals. Sean uses proactive and innovative techniques to help you find your dream home. This podcast is just one way we work to help you make educated real estate decisions.
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Have a senior in transition? Let The Probate Podcast help! More than just for probate, this practical podcast is a go-to guide to help families navigate a senior's later-life transition. Sherri Lund, a Senior Placement Agent, and Senior Transition Specialist wants to help you go through this season with less stress and come out better on the other side. Every Thursday, Sherri interviews industry experts who share strategies and insider tips so listeners can make informed decisions. Topics ra ...
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Welcome to the Infinite Cashflow Podcast with Carlos Salguero, Founder of CS3 Training Innovations. The podcast provides insights and learning experiences into Multifamily Real Estate through interviews with leading Real Estate Investors and Successful Entrepreneurs. This podcast is all about Practical Advice that you can implement right away. The guests don't just talk theory; they share their Experiences And Reveal The Real-Life Lessons they learned in their Real Estate Journey. If you are ...
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How Faith, Katinas, and Business Built a Legacy: The Inspiring Journey of James Katina
1:43:03
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1:43:03What does it take to go from a globally recognized musician to a successful real estate investor? 🎤🏡 In this episode of the Infinite Cash Flow Podcast, Carlos Salguero sits down with James Katina, member of the legendary gospel band @thekatinastv and a thriving entrepreneur. ✔️ How James transitioned from full-time music into real estate investing …
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How a Top Agent uses Real Estate Cycles, Debt & Grit to build Wealth
1:06:02
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1:06:02In this episode, Carlos Salguero sits down with Jenelle Bezdek—an elite real estate agent and powerhouse entrepreneur—to unpack the mindset, strategy, and resilience required to succeed in today’s market. From leveraging home equity during low interest rate cycles to converting survival instincts into unstoppable drive, Jenelle shares how she turne…
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Why is Self-calibration So Important? Recognizing and Leveraging Subtle Intuitions with Shirley Solis - E17 - Infinite Cashflow Podcast
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49:15Welcome back to the Infinite Cashflow Podcast, where we explore the strategies and insights that lead to financial abundance and personal growth. Today we have a very special guest, Shirley Solis. Shirley's journey is nothing short of remarkable, from her upbringing as an immigrant to her successful ventures in real estate and coaching. Together, w…
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Is Material Participation Crucial for Tax Benefits? Proactive Tax Planning with Larry West - E16 - Infinite Cashflow Podcast
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54:30Welcome to another episode of the Infinite Cashflow Podcast. Today, we're delving into the complex world of real estate taxation with tax strategy expert Larry West. Together, we'll be exploring the critical nuances of material participation in rental activities, maximizing passive losses, and making informed decisions about the most suitable entit…
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Optimal Passive Income Investment Strategies with Jorge Abreu - E15 - Infinite Cashflow Podcast
1:07:46
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1:07:46Welcome to the Infinite Cashflow Podcast! In this latest episode, Carlos Salguero sits down with special guest Jorge Abreu, a seasoned real estate investor. Together, they delve into Jorge's experiences, from his transition from corporate America to smaller real estate ventures and the lessons learned along the way, to his impactful foray into mult…
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Protecting Resources and Family Peace - Estate Plan Best Practices
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36:06In this episode, we're diving into the essentials of estate planning. Estate planning isn’t just about protecting your assets after you’ve passed away; it's also about protecting your family and ensuring your wishes are honored if you were to become incapacitated. Join Jana McCreary, an experienced estate planning and probate attorney from Texas an…
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Faith, Real Estate, and The Power of Knowledge With Carlos García - E14 - Infinite Cashflow Podcast
1:22:49
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1:22:49Welcome to another episode of the Infinite Cashflow Podcast! Carlos Salguero and Carlos García dive into valuable insights as explore strategies to maximize retirement funds while minimizing taxes and penalties, and emphasize the critical role of mindset, education, and faith in navigating challenges. They share their personal journeys, talk about …
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An Inside Look At Moving A Declining Parent into Memory Care | Special Guest Beth Crocker
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41:37Join Beth Crocker, retired high school theater teacher and avid crafter, as she shares her personal journey of moving her declining parent into a memory care facility. Beth opens up about the challenges, decisions, and strategies her family used to provide the best care for her loved one. You’ll hear tips and heartfelt stories that shed light on th…
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Building a Life by Design: Annie Dickerson's Road to Financial Freedom - E13 - Infinite Cashflow Podcast
1:20:45
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1:20:45Welcome to the Infinite Cashflow Podcast. In this episode, we sit down with real estate entrepreneur Annie Dickerson, co-founder of Good Egg Investments, to explore her journey from house hacking to syndication and the creation of a successful real estate business. Annie shares her experiences in overcoming limiting beliefs, building a dedicated te…
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Proactive Estate Planning: Steps to Take Through Aging and Mental Decline
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40:19In this episode, Sherri interviews Adam Hundley from Your Legacy Legal Care, who has a wealth of estate planning knowledge in the context of aging and dementia diagnoses. Adam and Sherri share insights from their real-world experience on the difference proactive estate planning can make. Then, they share tips on how you can make it happen. From the…
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Taking Risks and Exploring Creative Financing with Zasha Smith - E12 - Infinite Cashflow Podcast
1:22:36
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1:22:36Welcome to the Infinite Cashflow Podcast where we dive into the world of real estate investing and the strategies essential for achieving financial freedom. In this episode, Carlos is joined by Zasha Smith, an experienced real estate investor with a wealth of insights to share. From invaluable tips on location and market trends to the challenges an…
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What’s Memory Care Like? Senior Care Insights from Mike Houston at Proveer
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43:08Join Mike Houston, Director of Sales and Marketing at Proveer Memory Care, as he shares over 20 years of experience in the healthcare industry, specializing in memory care, home health, and hospice. He discusses how aging and home health care are evolving in 2024 and the amenities and personalized care offered by Proveer Memory Care. You’ll learn t…
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How Blended Families Can Avoid Conflict with Inheritance: Estate Planning Tips
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31:33In this episode, estate law attorney Kyle Robbins shares invaluable insights into estate planning and probate, with a focus on blended families. Kyle offers practical tips and strategies to protect your family's future, avoiding problems like accidental disinheriting and property issues. With real-life examples and expert advice, this episode will …
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Rising to the Challenge: Leadership in Probate and Inheritance with Leadership Coach Jim Herrington
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41:30In this episode, Jim Herrington explores the role of leadership in navigating the probate process and managing family dynamics during times of transition and stress. Drawing from his extensive experience in coaching and organizational consulting, Jim shares valuable insights on personal development, communication strategies, and the principles of f…
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The Who, What, When, and How of Leaving Your Legacy: Estate Planning Tips
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47:25In episode 30, we're chatting with Probate and Guardianship attorney, John Henry III. He breaks down the wills vs. trusts debate to explain how sometimes wills are the right choice and how wills and trusts can work together. Plus, he shares underrated reasons for avoiding probate, like keeping your business out of everyone's business and making sur…
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Navigating Financial Setbacks: A Journey to Success in Real Estate, Technology, and Leadership - E11 - Infinite Cashflow Podcast
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44:02Welcome to the Infinite Cashflow Podcast. Today we are joined by Art Haedike. Art shares his journey from facing major financial setbacks, including bankruptcy, to becoming the chief technology officer at InMarket. We'll delve into Art's resilience, his pivot into the tech industry, his passion for real estate, and AI in the property management ind…
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Free Help With Probate Tasks: How Executorium is Helping Estate Executors Nationwide
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46:57In Episode 29, George Compton, founder of Executorium.com, shares insights into the challenges faced by executors during the probate process. Executorium provides a comprehensive online platform offering directories of service providers, government resources, and articles to support you whether you're doing probate yourself or just need additional …
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From Fear to Financial Freedom: Jay Maranan's Real Estate Success Story - E10 - Infinite Cashflow Podcast
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32:59Welcome to the Infinite Cashflow Podcast Episode 10, Jay Maranan, shares his journey to financial freedom through real estate. An incident outside of Jay’s home led him to make drastic changes in his living situation and to prioritize the safety and well-being of his family. It was a turning point that sparked a new focus on creating a better futur…
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Shaking The Taboo and Embracing Hospice: Expert Insights from Social Worker Tiffany Carroll
48:45
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48:45In our 28th episode of The Probate Podcast, I chat with Tiffany Carroll, a hospice social worker who spills the beans on what hospice is really about. We bust myths about it being a death sentence, explaining how it can actually help people live better. Tiffany shares nuggets on why families sometimes struggle to embrace hospice, the vital role of …
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Engineer to Investor: Isabelle Poueriet's Journey to Financial Freedom - E9 - Infinite Cashflow Podcast
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43:25Welcome back to the Infinite Cashflow Podcast! In today's episode, we're excited to have Isabelle Poueriet join us to share her inspiring journey from a corporate engineering career to becoming a successful real estate investor. Isabelle opened up about her transition, setbacks, and triumphant victories, as well as the valuable lessons learned alon…
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When a Will Is Enough: The Trust vs. Will Debate And When Which Is Easier
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43:45In our 27th episode, Estate Planning Attorney Nick Dupre dives into the nitty-gritty of wills, trusts, and probate, making complex legal stuff sound like a breeze. We debunk myths, like whether you really need an attorney for probate in Texas, and Nick spills golden tips on choosing the right executor and making probate a walk in the park. If you'r…
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Unlocking Freedom and Abundance, Achieving Financial Peace with Mike Wittig - E8 - Infinite Cashflow Podcast
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49:12Welcome to the Infinite Cashflow Podcast! In this episode, Carlos and Mike Wittig delve into the crucial role of communication and people skills for entrepreneurs. Mike's ability to inspire and uplift others is highlighted, emphasizing the value of human connection and purpose over purely financial success. The discussion also touches upon personal…
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Everything You Need to Know About Senior Moves: Downsizing + Planning Tips for Parents and Family
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50:00In Episode 26, Elizabeth Strauss, a seasoned professional organizer and senior downsizing specialist, shares invaluable insights into the process of senior downsizing and transitioning to a new living arrangement. The conversation covers crucial considerations for families, the significance of safety, and the transformative benefits of moving to se…
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Entrepreneurship in Dentistry and Real Estate: Araz Amedy's Journey to Infinite Cash Flow - E7 - Infinite Cashflow Podcast
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50:32On this episode of the Infinite Cashflow Podcast, Carlos Salguero sits down with Araz Amedy, a successful dentist and entrepreneur, to discuss his inspirational journey from immigrant child to thriving business owner. Araz shares how he overcame adversity, pursued his passion for dentistry, and ultimately turned a layoff during the COVID-19 pandemi…
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Tips For When An Elderly Loved Ones Health Declines: Elder Law Insights
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48:05In Episode 25, Kim Hegland discusses the critical need for elder law planning, emphasizing the pitfalls of will-based planning, particularly in second marriages with his and her children. Kim shares insights into Medicaid's five-year look-back period, the importance of trust planning, and the differences between Lady Bird deeds and transfer on deat…
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NJ Rognner's Expert Strategies for Marketing and Growth - E6 - Infinite Cashlow Podcast
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19:39Welcome to the Infinite Cashflow Podcast! In this episode, Carlos Salguero sits down with NJ Rognner, a marketing expert and business coach, to discuss her journey in internet marketing, her partnership with Sarah Morrison, and the importance of growth and surrounding yourself with the right people. NJ Rognner is a savvy entrepreneur who understand…
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Help Is Out There, and You Should Know About It: Senior Transitions, End of Life, and Loss | The Probate Podcast 2024
12:41
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12:41Most people don’t know what help is out there in life’s toughest moments. Sherri met “Paul”, a young man on the brink of foreclosure, and discovered a deeply moving story involving inheritance, mental disability, and the challenges that follow the loss of a family member. This encounter ignited Sherri's commitment to assisting individuals during di…
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The Power of Resilience: Strategies for Long-Term Wealth Creation with Hunter Thompson - E5 - Infinite Cashflow Podcast
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42:15Welcome to the Infinite Cashflow Podcast! Today's episode is a deep dive into the world of real estate investment and personal growth, as Carlos Salguero welcomes renowned expert Hunter Thompson to the show. They explore the transformative power of overcoming challenges and the critical role of experienced operators in the market. With a focus on r…
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The Art of Scaling a Business: Insights from Sarah Morrison - E4 - Infinite Cashflow Podcast
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49:12Welcome to the Infinite Cashflow Podcast, In this episode, Carlos and Ricardo Salguero, engage in an enlightening conversation with guest Sarah Morrison, an online marketing consultant and co-founder of the Helm Advisory Group. Sarah shares her invaluable insights on raising capital, scaling businesses effectively, and the importance of coachabilit…
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Veena Jetti's Real Estate Journey: Wisdom, Wealth, and Women's Success - E3 - Infinite Cashflow Podcast
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52:09Welcome back to the Infinite Cashflow Podcast! In this episode, Carlos Salguero is joined by the remarkable Veena Jetti, founder of Vive Funds, for an in-depth conversation about real estate investment, financial literacy, and the power of representation in the industry. Veena Jetti is a real estate investor and entrepreneur with a passion for resi…
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The Dentist's Guide to Real Estate, Maximizing Earnings Beyond the Clinic - E2 - Infinite Cashflow Podcast
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42:17Welcome to the Infinite Cashflow Podcast! In this episode, Carlos Salguero is joined by an inspiring guest, Dr. Noel Liu, a successful dentist and real estate investor. Together, they dive into the world of real estate investment, focusing on the unique challenges and opportunities faced by professionals like dentists. Dr. Liu shares his journey fr…
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Only 1200 real estate professionals are Certified Probate Experts. Here are 5 reasons to know one:
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25:53In this episode, you'll learn 5 reasons why Certified Probate Experts are the most underrated class of real estate professionals. This is part 2 of a two-part special episode with Melanie Hands. Catch Part 1 on: Podcast - https://www.buzzsprout.com/2201637/13972661 YouTube: https://www.youtube.com/watch?v=H03DQNZr3EQ Watch Part 2 on YouTube: https:…
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Caregiving 101 - Everything You Need to Know About Being A Caregiver
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37:27In episode 22 of the Probate Podcast, we are joined by the amazing Melanie Hands. Melanie is a Registered Nurse, Certified Probate Expert, and real estate agent who founded a probate concierge service called The Probate Nurse. This episode is one part of her 2-part special and will focus on professional tips for caregivers that include grief manage…
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Veteran Healthcare Options: Tips for Veterans with Medicare Coverage and VA Benefits
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36:21Learn how to maximize your veteran healthcare plan, avoid duplicative spending, and avoid the common mistakes Medicare coverage. For probate help in Houston, Texas and to connect with Sherri Lund, visit https://WillowWoodSolutions.com Join Sherri's Probate Group: (You Don't Have To Be from Houston! https://www.facebook.com/groups/houstonprobatesupp…
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Getting Through Probate Without Family Disputes: Tips From A Probate Litigation Attorney
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29:40Learn how to have comfortable inheritance conversations, reduce the risk of probate litigation, and prevent disputes over inherited property. For probate help in Houston, Texas and to connect with Sherri Lund, visit https://WillowWoodSolutions.com Join Sherri's Probate Group: (You Don't Have To Be from Houston! https://www.facebook.com/groups/houst…
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Real Estate Tips That Will Protect Your Equity: Valuations, Repairs, and Advice on “Rightsizing.”
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34:48Learn how to preserving your home's equity in probate as we dive into property valuation, downsizing, and more with Houston real estate expert Erica Sprague. Need help with real estate or probate? Contact Sherri Lund at WillWoodSolutions.com Join Sherri's Facebook Community for Q&A: https://www.facebook.com/groups/houstonprobatesupport/ Join us in …
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Hospice tips for family members and caregivers | Surprising benefits + services at Devotion Hospice
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34:38Join us in Episode 18 as we break down the myths of hospice care and share expert tips for family members and caregivers navigating end-of-life care. Contact Sherri for all your Probate + Real Estate Needs in Conroe, Texas: WillowWoodSolutions.com EPISODE SUMMARY: Sherri Lund (WillowWoodSolutions.com) sits down with Shawn Stevens and Tiler Fletcher…
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Handling Probate Admin Tasks: Benefits of Working With an Estate Close-Out Specialist
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40:18Is a probate close-out concierge service worth it? What will it handle and how much does it cost? Join us in Episode 17 as Matt Van Drimmelen, founder at Full Circle Aftercare, describes why he created his done-for-you probate service to handle administrative phone calls the closing of decedents’ accounts. Watch on YouTube: https://youtu.be/L7X6jvL…
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How to Approach Special Needs Estate Planning Through Wills, Trusts, and Guardianships
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45:25Join us in Episode 16 of the Probate Podcast as estate planning attorney Carly Maderer shares her expertise on special needs trusts, guardianship designations, and ensuring inheritance doesn’t disqualify a beneficiary from benefits like SSDI and SSI. Watch on YouTube: https://youtu.be/qoTI8xp5At0 What You'll Learn: -The resources and community supp…
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Help Texts: The simple, affordable way to give and receive expert grief support
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38:34Join us in Episode 15 as we talk about Help Texts, a service that offers expert grief support in a way that’s easy to give and receive. It is a great BetterHelp alternative and an unintrusive gift for a friend dealing with loss. To save, use our Help Texts promo code ProbatePodcast or visit HelpTexts.com/ProbatePodcast Watch on YouTube: https://www…
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Senior Living Options and Expert Tips for The Assisted Living Search Process
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32:19Join us in Episode 14 as expert Senior Housing Guide Cassy Eriksson walks us through exactly how a seamless senior living transition works. You’ll learn: Why you don’t want a huge list of assisted-living options The surprising thing to know about sudden cognitive decline and UTIs How fast can someone be placed in an assisted living facility after a…
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Tips for End-Of-Life Planning: Elder Law and Estate Planning with Laura Bromlow
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39:38Join us in Episode 13 as we lay out a roadmap for essential estate planning strategies for end-of-life decisions. From revocable trusts to guardianship nomination, Elder Law Attorney Laura Bromlow provides invaluable insights into creating a plan, caring for special needs relatives, and navigating complex family dynamics. In this episode, you'll le…
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The Estate Sale Strategy for Marketing and Selling Probate Property | Probate Real Estate Tips
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33:55Join us in Episode 12 as we dive into the world of estate sales with the incredible Penny Parker. Wondering if it's worth the effort? Curious about when to have an estate sale? Get ready to uncover the answers to these questions and more in this insightful episode. Explore Probate Help on Sherri's Website: WillowWoodSolutions.com WATCH ON YOUTUBE: …
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Fast Tracking Inheritance: How A Probate Cash Advance Can Make a Difference
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43:42Are you facing financial uncertainty while waiting for probate to settle? Most people don’t know there’s a solution when you need quick cash while an estate goes through probate. Join us in this episode as we cover everything you need to know about probate cash and inheritance advances with expert insights from Marc Harris, CEO of Probate Cash. We …
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Everything You Need to Know About Selling An Inherited House Alone or With An Agent (PART 2)
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23:44This is episode 1 of a 2 part Estate Executor Guide. Catch part 1 here: https://www.buzzsprout.com/2201637/13362099-make-probate-easy-tips-for-estate-executors-hiring-out-tasks-the-probate-podcast-part-1 In Part 2 of our guide for estate executors, Reine Kassulker returns to uncover everything you need to know about selling a probate house, whether…
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Make Probate Easy: Tips for Estate Executors & Hiring Out Tasks | The Probate Podcast (PART 1)
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35:41This is episode 1 of a 2 part Estate Executor Guide. Join us in this two-part series as we dive into the Executor's role in probate with Reine Kassulker, a licensed Minnesota Real Estate Agent specializing in helping families navigate difficult probate cases with less stress. In Part 1, Reine shares valuable insights on the essential duties of an e…
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Probate Prevention 101: Simple, Easy, and Free Tips to Transfer Assets & Designate Beneficiaries
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32:53Discover straightforward methods to steer clear of probate and learn about common trust mistakes to safeguard your assets and ensure a smooth estate transfer. Join host Sherri Lund in a comprehensive episode with guest Teresa DeFord, an esteemed attorney specializing in family law, estate planning, and probate. Discover simple and effective ways to…
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Why Are So Many Veterans Not Receiving Benefits? How to Find Veteran Support & Resources in Texas
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42:42In this episode, host Sherri Lund sits down with Shirley Uriostegui, a Navy veteran and the Regional Veteran Services Liaison-Program Coordinator at Tri-County Behavioral Healthcare. They dive into the experiences of women in the Navy, the availability of veterans' benefits and resources in Texas, the Military Veteran Peer Network, and the role of …
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Today's Financial Plan, Tomorrow's Wealth Transfer: Integrated Estate Planning | The Probate Podcast
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33:48In this episode of The Probate Podcast, join host Sherri Lund as she welcomes Matt Meredith, a seasoned expert in the financial planning and estate transfer space. Matt shares key insights into whether your financial advisor can handle your estate plan, the benefits of hybrid estate and financial planning, and some underrated tips for making sure y…
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Expert Tips for Hoarding & Inherited Property Cleanout: How to Help & Ask for Help
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30:46In this episode of The Probate Podcast, join host Sherri Lund as she welcomes Melissa Hamilton, a Certified Professional Organizer and the owner of Valhalla Organizing. Explore the transformative power of organizing and its impact on your life during the probate season or when downsizing. Melissa shares her expertise on managing clutter, addressing…
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