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206. Breaking Free From Financial Headaches with Courtney Lewis
Manage episode 363454626 series 2090974
As 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
► Resources
How can I help you?
Book a 1 on 1 strategy session here: https://shorturl.at/0Vntd
Group coaching with me, Peter Conti, and the Real Estate 101 team: https://shorturl.at/iDEcS
Opt in to my newsletter here https://shorturl.at/kxMO8
My social media accounts https://linktr.ee/pauldavidthompson
Check out my blog here:https://pauldavidthompson.com/blog/
Build your real estate portfolio hassle free with me and SHARE. Book a call with us here. https://calendly.com/sfrteam/pdt-share?month=2024-04
Free guide 'Making Offers Sellers Can't Resist': https://bit.ly/offerguide
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!
254 episodes
Manage episode 363454626 series 2090974
As 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
► Resources
How can I help you?
Book a 1 on 1 strategy session here: https://shorturl.at/0Vntd
Group coaching with me, Peter Conti, and the Real Estate 101 team: https://shorturl.at/iDEcS
Opt in to my newsletter here https://shorturl.at/kxMO8
My social media accounts https://linktr.ee/pauldavidthompson
Check out my blog here:https://pauldavidthompson.com/blog/
Build your real estate portfolio hassle free with me and SHARE. Book a call with us here. https://calendly.com/sfrteam/pdt-share?month=2024-04
Free guide 'Making Offers Sellers Can't Resist': https://bit.ly/offerguide
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!
254 episodes
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