• Referral Networks and Tax Strategies: From Real Estate to Financial Mastery with Tyler Chenault and Jamie Finnen-Gratzer

  • Jul 15 2024
  • Duración: 34 m
  • Podcast

Referral Networks and Tax Strategies: From Real Estate to Financial Mastery with Tyler Chenault and Jamie Finnen-Gratzer

  • Resumen

  • Welcome back to the Real Estate Den, episode 24! Today, join us as we dive into insightful conversations with Tyler and Jamie. Tyler, an experienced Atlanta real estate agent for six years, shares how he's built a thriving referral-based business in Metro Atlanta. Meanwhile, Jamie, based in Houston, Texas, discusses her journey founding Optimal Financial Group, specializing in accounting and tax services for real estate professionals nationwide. Learn practical tips on tax planning, business growth, and personal routines that set these entrepreneurs apart. Don't miss out on their valuable insights and experiences!



    Tyler Chenault has been a licensed realtor for six years, navigating an exciting journey filled with continuous learning and rewarding experiences. His passion for helping clients buy and sell homes has driven his commitment to excellence in the real estate industry. With a deep knowledge of the local Atlanta market, Tyler stays abreast of current trends, offering clients valuable insights into the city's most sought-after neighborhoods and properties. Tyler's expertise extends beyond just buying and selling; he ensures that every client feels happy and satisfied throughout the entire process. His adept negotiation skills enable clients to secure the best possible deals. What truly sets Tyler apart is his unwavering commitment to professionalism, honesty, and ongoing education. He treats his clients like friends, ensuring they feel confident and supported at every step. If you are considering buying or selling a home in Atlanta, Tyler Chenault is your go-to realtor. He is dedicated to making the real estate process less intimidating and a lot more enjoyable.


    https://www.facebook.com/tylrchnlt

    https://www.instagram.com/tylrchnlt



    Jamie Finnen-Gratzer is the Owner of Optimal Financial Group. She joined the firm in 2009, became an associate in 2013, and acquired the company in 2023. Jamie is a sought-after speaker at financial and real estate investment workshops across the United States, serving a diverse clientele that includes real estate investors, professionals, and multi-million dollar companies. Jamie holds a Graduate Certificate in Accounting (2005) and a Master of Accounting and Financial Management (2006). With nearly 20 years in the accounting field, primarily in public accounting, she specializes in tax preparation and real estate strategies. Jamie oversees tax preparation for over 1200 clients and manages the staff at Optimal Financial Group. She is an Enrolled Agent with the IRS, a certified QuickBooks Pro Advisor, and a National Registered Tax Preparer. Jamie is married with four children and enjoys scuba diving and international travel with her family, promoting cultural understanding and personal growth.


    https://theoptimalfinancialgroup.com/

    https://www.facebook.com/jamie.finnen.94

    https://www.facebook.com/theoptimalfinancialgroup

    https://www.tiktok.com/@jamie.finnengratz/

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