BTM144: Flipping Probates, Short Sales, Follow Up Marketing & Key Metrics with Jason Roberts & Rachel Schneider

Jason Roberts and Rachel Schneider have always been fascinated by the world of real estate. In 2001, while still in their early 20’s, Jason and Rachel decided that instead of working for someone else, they would rather be in charge of their own destiny and opened a mortgage company.

They eventually built that business into a multi-million dollar company, where they closed over 3000 real estate transactions. Then the market crashed and they had to find a new way to use their real estate talents. That is when they went into real estate investing and started down a new path.

But since, implementing the real estate strategies they have honed over time they have since closed well north of 300+ real estate transactions with pre-foreclosures/short sales, wholesales and probates.

Key Points From This Episode:

  • How Jason and Rachel started and grew their mortgage business to over 100 employees
  • The ins and outs of the short sale business
  • How to grow a multi million dollar business with pre foreclosures & probates
  • Outside the box follow up systems with sellers to close more deals
  • The 7 key metrics to track in your real estate business
  • The impact a personality test like DISC and Myers Briggs can have on your life and business


Links Mentioned in Today’s Episode:

Jason and Rachel’s Website

Recommended Book:

10X Rule by Grant Cardone

How to Win Friends and Influence People by Dale Carnegie

Think and Grow Rich by Napoleon Hill

Listen to these books for free with Audible!

Lifestyle Design App:

Google Calendar

BTM 82: When Manifesting and Taxes Collide with Shanyn Stewart

Shanyn Stewart began her career with General Electric as one of two accountant/advisors that worked directly with GE employees and executives to mitigate taxation throughout the county. In 1996, she started Advanced Accounting to assist clients apply those principles she learned at GE to assist in reducing their tax liability. In addition to her Life, Health and Variable Contracts, Shanyn holds Series 6, Series 7, Series 63 and 65 licenses. Shanyn is the author of, “The 10 Most Expensive Tax Mistakes That Cost Business Owners Thousands” and is a Certified Senior Advisor and Certified Acceptance Agent with the IRS.


On today’s episode, we talk with Shanyn about her amazing photographic memory and how she was able to leverage this gift to become one of the top tax strategist in the country. She shares with us how entrepreneurs can use legal loopholes to create long-term wealth by understanding tax advantages. You’ll also learn why having a real estate investing mentor is a game changer. Lastly, we talk about strategies you can use to reduce your taxation (and increase your income) from your W-2 income by investing in real estate.


Key Points From This Episode:

  • The #1 reason real estate investing beats the stock market 
  • The true hidden costs of not investing in mentorship as a real estate investor
  • How to Create Income Stability in an Unstable World
  • What is a 1031 Exchange and How You Can Use It to Defer Capital Gains Taxes


Links Mentioned in Today’s Episode

Shanyn’s Website:

Shanyn’s Favorite Books:

Think & Grow Rich

The Science of Getting Rich

Freebie: Download any 2 audio books for free when you try audible for 30 days: 

Shanyn’s Favorite Lifestyle Design App: Trello keeps track of everything, from the big picture to the minute details.



Access The Best Strategies, Tips & Advice !

Every week, we send an email sharing my best advice, tips and strategies related to Real Estate Investing. Each of these weekly emails contain relevant and actionable information that can help you no matter where you are in your investing journey.

Sign up to join our community