- 6
- Episodes
- 2019
- First episode
About Trusted Advisor Mortgages and More
In this podcast we discuss mortgages and financial services as well as entrepreneurship and all aspects of marketing for your small business
- Publisher
- Russell McDonald
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 27 Nov 2019
- Latest episode
- 29 Jan 2020
Latest episodes
6 episodes in the feed.
29 Jan 2020
Jose Zavala @ztxadvisors - talking business - Trusted Advisor Mortgages and More Podcast S1 Ep6
For Episode 6 of the Trusted Advisor Mortgages and More Podcast we have Jose Zavala of ZTX Advisors. Jose is a financial services and business expert. He is one of the founding members of the JX4 Masterminds podcast which is now well into its second season and he was also one of the stars at the first Accounting and Social Media Symposium held in Oklahoma City in August, 2019 To reach out to Jose online: https://www.ztxadvisors.com/ Instagram: https://www.instagram.com/ztxadvisors/ Facebook: https://fb.me/jzavala03 LinkedIn: https://www.linkedin.com/in/jzavala03/ Twitter: https://twitter.com/jzavala03 More about your host: My name is Russell McDonald and my company’s name is TRADMOR. TRADMOR stands for Trusted Advisor Mortgages and I chose this name for my company because my focus in mortgage lending is working with CPAs, Enrolled Agents, Financial Planners and any other Trusted Advisor Financial Professionals to help them provide home loans for their clients. I’ve been a mortgage broker in the San Francisco Bay Area since 1992 and also founded a software company in 1994 which is still up and running. I have invented several different software systems that have been brought to market with varying levels of success over the years. My two most productive projects are called Cypher and RateAnalyzer and these systems have been used by more than 500 different independent financial professionals to provide thousands of home loans for their clients over the past 20 years or so. In 1998 I applied for several patents for these and other systems, as well as seeking patent protection for the ways we anticipated the technology progressing down the road. I actually applied for patents covering online mortgage loan application systems before the first online mortgage application was done in the United States. I wrote all the original Provisional Patent Applications myself and started seeking competent legal help a little less than a year later. Since that time I’ve been awarded six patents for the systems and methods I invented and to be honest it is a miracle that I was able to write the Provisional Patent Applications on my own (using a NOLO PRESS book) that were able to turn into something useful. I would never advise an independent inventor to take on that task on their own. You know the common belief that practicing something for 10,000 hours makes you an expert? I’ve been doing this all day plus nights and weekends for more than 10,000 DAYS and this has made me an expert in mortgage finance, real estate and credit issues. Where to find me online: https://tradmor.com Apply online: https://apply.tradmor.com LinkedIn: https://www.linkedin.com/in/russellmcdonald Facebook: https://fb.me/tradmor Facebook: https://fb.me/Monacho Instagram: https://www.instagram.com/tradmormortgage Twitter: https://twitter.com/tradmormortgage Russell McDonald Broker CalRE: 01150730 NMLS: 290837 TRADMOR.COM, INC. CalRE: 02037742 NMLS: 1637088
22 Jan 2020
Zain Gaziani - Team GaryVee - How he got his dream job as a community leader - you've seen the video
For the FIFTH Episode we are talking to Zain Gaziani from Team GaryVee. If you are fans of Gary Vaynerchuk's then Zain's name and face should be familiar to you. He is the guy who told Gary during a Q&A at a keynote speech that he would like to come work for him as a community manager and Gary asked him in front of everyone if he wanted to come to New York... and the rest, as they say, is history! This is a FASCINATING story - you need to watch! Zain also has a lot of information that can help you in your business and can inspire all of us to do what we love! To reach out to Zain you can find him on: LinkedIn: https://www.linkedin.com/in/zaingaziani/ Instagram: https://instagram.com/Zain.Gaziani See his famous scene at the end of DailyVee Episode 545 here: https://youtu.be/-oz-PTRdHJo?t=444 He wrote a detailed article on LinkedIn which you can read here: https://www.linkedin.com/pulse/journey-my-dream-job-resident-gary-vaynerchuk-zain-gaziani/ More about your host: My name is Russell McDonald and my company’s name is TRADMOR. TRADMOR stands for Trusted Advisor Mortgages and I chose this name for my company because my focus in mortgage lending is working with CPAs, Enrolled Agents, Financial Planners and any other Trusted Advisor Financial Professionals to help them provide home loans for their clients. I’ve been a mortgage broker in the San Francisco Bay Area since 1992 and also founded a software company in 1994 which is still up and running. I have invented several different software systems that have been brought to market with varying levels of success over the years. My two most productive projects are called Cypher and RateAnalyzer and these systems have been used by more than 500 different independent financial professionals to provide thousands of home loans for their clients over the past 20 years or so. In 1998 I applied for several patents for these and other systems, as well as seeking patent protection for the ways we anticipated the technology progressing down the road. I actually applied for patents covering online mortgage loan application systems before the first online mortgage application was done in the United States. I wrote all the original Provisional Patent Applications myself and started seeking competent legal help a little less than a year later. Since that time I’ve been awarded six patents for the systems and methods I invented and to be honest it is a miracle that I was able to write the Provisional Patent Applications on my own (using a NOLO PRESS book) that were able to turn into something useful. I would never advise an independent inventor to take on that task on their own. You know the common belief that practicing something for 10,000 hours makes you an expert? I’ve been doing this all day plus nights and weekends for more than 10,000 DAYS and this has made me an expert in mortgage finance, real estate and credit issues. Where to find me online: https://tradmor.com Apply online: https://apply.tradmor.com LinkedIn: https://www.linkedin.com/in/russellmcdonald/ Facebook: https://fb.me/tradmor Facebook: https://fb.me/Monacho Instagram: https://www.instagram.com/tradmormortgage/ Twitter: https://twitter.com/tradmormortgage Russell McDonald Broker CalRE: 01150730 NMLS: 290837 TRADMOR.COM, INC. CalRE: 02037742 NMLS: 1637088
18 Dec 2019
Joshua Jenson aka JJ the CPA® - not a CPA, THE CPA - Trusted Advisor Mortgages & More Podcast S1 Ep4
For our fourth episode of the Trusted Advisor Mortgages and More Podcast we have Joshua Jenson aka JJ the CPA who is a CPA, Entrepreneur, Social Media Marketing Expert, CPA Educator, Published Author and has just released his first single on iTunes! He is one of the founding members of the JX4 Masterminds podcast which is now well into its second season and he was also one of the stars at the first Accounting and Social Media Symposium held in Oklahoma City in August, 2019 To reach out to JJ the CPA online: Facebook: https://www.facebook.com/joshua.jenson.35 (https://www.facebook.com/joshua.jenson.35) Instagram: https://www.instagram.com/jjthecpa/ (https://www.instagram.com/jjthecpa/) LinkedIn: https://www.linkedin.com/in/jjthecpa/ (https://www.linkedin.com/in/jjthecpa/) YouTube: https://www.youtube.com/channel/UCq6pedUxZMTt9fkq9YCX8Kg (https://www.youtube.com/channel/UCq6pedUxZMTt9fkq9YCX8Kg) His new single "Money Never Sleeps" https://music.apple.com/us/album/money-never-sleeps-single/1489034981 Buy his book: https://www.amazon.com/CPA-HERE-Questions-Insurance-Experience/dp/169829980X Read my review of his book: https://www.amazon.com/gp/customer-reviews/R1ACO5V4SML90C More about your host: My name is Russell McDonald and my company’s name is TRADMOR. TRADMOR stands for Trusted Advisor Mortgages and I chose this name for my company because my focus in mortgage lending is working with CPAs, Enrolled Agents, Financial Planners and any other Trusted Advisor Financial Professionals to help them provide home loans for their clients. I’ve been a mortgage broker in the San Francisco Bay Area since 1992 and also founded a software company in 1994 which is still up and running. I have invented several different software systems that have been brought to market with varying levels of success over the years. My two most productive projects are called Cypher and RateAnalyzer and these systems have been used by more than 500 different independent financial professionals to provide thousands of home loans for their clients over the past 20 years or so. In 1998 I applied for several patents for these and other systems, as well as seeking patent protection for the ways we anticipated the technology progressing down the road. I actually applied for patents covering online mortgage loan application systems before the first online mortgage application was done in the United States. I wrote all the original Provisional Patent Applications myself and started seeking competent legal help a little less than a year later. Since that time I’ve been awarded six patents for the systems and methods I invented and to be honest it is a miracle that I was able to write the Provisional Patent Applications on my own (using a NOLO PRESS book) that were able to turn into something useful. I would never advise an independent inventor to take on that task on their own. You know the common belief that practicing something for 10,000 hours makes you an expert? I’ve been doing this all day plus nights and weekends for more than 10,000 DAYS and this has made me an expert in mortgage finance, real estate and credit issues. Where to find me online: https://tradmor.com Apply online: https://apply.tradmor.com LinkedIn: https://www.linkedin.com/in/russellmc... Facebook: https://fb.me/tradmor Facebook: https://fb.me/Monacho Instagram: https://www.instagram.com/tradmormort... Twitter: https://twitter.com/tradmormortgage Russell McDonald Broker CalRE: 01150730 NMLS: 290837 TRADMOR.COM, INC. CalRE: 02037742 NMLS: 1637088
11 Dec 2019
Jaime Resendiz - Realtor and Social Media Expert - Trusted Advisor Mortgages & More Podcast S1 Ep3
For our third episode of the Trusted Advisor Mortgages and More Podcast we have Jaime Resendiz who is a Realtor and an absolute pro when it comes to using social media marketing tools to improve his real estate practice. He has done such a fantastic job with this that he has tons of YouTube videos up and available now to help you learn to use these tools in your business! To reach out to Jaime online: Instagram: https://www.instagram.com/jaimersndz/ (https://www.instagram.com/jaimersndz/) LinkedIn: https://www.linkedin.com/in/jaimersndz12/ (https://www.linkedin.com/in/jaimersndz12/) Facebook: https://www.facebook.com/jaimersndz12 (Facebook: https://www.facebook.com/jaimersndz12) YouTube: https://www.youtube.com/channel/UCa9ZOQ8WvMvr4ssmD-3w1ew (https://www.youtube.com/channel/UCa9ZOQ8WvMvr4ssmD-3w1ew) More about your host: My name is Russell McDonald and my company’s name is TRADMOR. TRADMOR stands for Trusted Advisor Mortgages and I chose this name for my company because my focus in mortgage lending is working with CPAs, Enrolled Agents, Financial Planners and any other Trusted Advisor Financial Professionals to help them provide home loans for their clients. I’ve been a mortgage broker in the San Francisco Bay Area since 1992 and also founded a software company in 1994 which is still up and running. I have invented several different software systems that have been brought to market with varying levels of success over the years. My two most productive projects are called Cypher and RateAnalyzer and these systems have been used by more than 500 different independent financial professionals to provide thousands of home loans for their clients over the past 20 years or so. In 1998 I applied for several patents for these and other systems, as well as seeking patent protection for the ways we anticipated the technology progressing down the road. I actually applied for patents covering online mortgage loan application systems before the first online mortgage application was done in the United States. I wrote all the original Provisional Patent Applications myself and started seeking competent legal help a little less than a year later. Since that time I’ve been awarded six patents for the systems and methods I invented and to be honest it is a miracle that I was able to write the Provisional Patent Applications on my own (using a NOLO PRESS book) that were able to turn into something useful. I would never advise an independent inventor to take on that task on their own. You know the common belief that practicing something for 10,000 hours makes you an expert? I’ve been doing this all day plus nights and weekends for more than 10,000 DAYS and this has made me an expert in mortgage finance, real estate and credit issues. Where to find me online: https://tradmor.com (https://tradmor.com) Apply online: https://apply.tradmor.com (https://apply.tradmor.com) LinkedIn: https://www.linkedin.com/in/russellmcdonald (https://www.linkedin.com/in/russellmcdonald) Facebook: https://fb.me/tradmor (https://fb.me/tradmor) Facebook: https://fb.me/Monacho (https://fb.me/Monacho) Instagram: https://www.instagram.com/tradmormortgage (https://www.instagram.com/tradmormortgage) Twitter: https://twitter.com/tradmormortgage (https://twitter.com/tradmormortgage) Russell McDonald Broker CalRE: 01150730 NMLS: 290837 TRADMOR.COM, INC. CalRE: 02037742 NMLS: 1637088
4 Dec 2019
Juan Garcia, the CPA Marketer – How we got here – Trusted Advisor Mortgages & More Podcast S1 E2
For our second episode of the Trusted Advisor Mortgages and More Podcast we have Juan Garcia, THE CPA Marketer, who founded Goldlake Media. Juan is a social media marketing expert. He is one of the founding members of the JX4 Masterminds podcast which is now well into its second season and he was also one of the stars at the first Accounting and Social Media Symposium held in Oklahoma City in August, 2019 To reach out to Juan online: Instagram: https://www.instagram.com/goldlakemedia/ (https://www.instagram.com/goldlakemedia/) LinkedIn: https://www.linkedin.com/in/juangelite/ (https://www.linkedin.com/in/juangelite/) YouTube: https://www.youtube.com/channel/UCRpUHDQDxxD3ObKwjdaZZ_Q (https://www.youtube.com/channel/UCRpUHDQDxxD3ObKwjdaZZ_Q) More about your host: My name is Russell McDonald and my company’s name is TRADMOR. TRADMOR stands for Trusted Advisor Mortgages and I chose this name for my company because my focus in mortgage lending is working with CPAs, Enrolled Agents, Financial Planners and any other Trusted Advisor Financial Professionals to help them provide home loans for their clients. I’ve been a mortgage broker in the San Francisco Bay Area since 1992 and also founded a software company in 1994 which is still up and running. I have invented several different software systems that have been brought to market with varying levels of success over the years. My two most productive projects are called Cypher and RateAnalyzer and these systems have been used by more than 500 different independent financial professionals to provide thousands of home loans for their clients over the past 20 years or so. In 1998 I applied for several patents for these and other systems, as well as seeking patent protection for the ways we anticipated the technology progressing down the road. I actually applied for patents covering online mortgage loan application systems before the first online mortgage application was done in the United States. I wrote all the original Provisional Patent Applications myself and started seeking competent legal help a little less than a year later. Since that time I’ve been awarded six patents for the systems and methods I invented and to be honest it is a miracle that I was able to write the Provisional Patent Applications on my own (using a NOLO PRESS book) that were able to turn into something useful. I would never advise an independent inventor to take on that task on their own. You know the common belief that practicing something for 10,000 hours makes you an expert? I’ve been doing this all day plus nights and weekends for more than 10,000 DAYS and this has made me an expert in mortgage finance, real estate and credit issues. Where to find me online: https://tradmor.com (https://tradmor.com) Apply online: https://apply.tradmor.com (https://apply.tradmor.com) LinkedIn: https://www.linkedin.com/in/russellmcdonald (https://www.linkedin.com/in/russellmcdonald) Facebook: https://fb.me/tradmor (https://fb.me/tradmor) Facebook: https://fb.me/Monacho (https://fb.me/Monacho) Instagram: https://www.instagram.com/tradmormortgage (https://www.instagram.com/tradmormortgage) Twitter: https://twitter.com/tradmormortgage (https://twitter.com/tradmormortgage) Russell McDonald Broker CalRE: 01150730 NMLS: 290837 TRADMOR.COM, INC. CalRE: 02037742 NMLS: 1637088
27 Nov 2019
Justin McAuliffe, CPA, @CPAJMAC, Founder of CPA.ENTERPRISES - The Origin Story - Trusted Advisor Mortgages and More Podcast S1E1
For our premier episode of the Trusted Advisor Mortgages and More Podcast we have Justin McAuliffe who is a CPA, entrepreneur, published author and social media marketing expert. He is one of the founding members of the JX4 Masterminds podcast which is now well into its second season and he was also one of the stars at the first Accounting and Social Media Symposium held in Oklahoma City in August, 2019 To find his book: https://www.amazon.com/Are-Reconciled-Yet-Accounting-Questions/dp/1689388099 (https://www.amazon.com/Are-Reconciled-Yet-Accounting-Questions/dp/1689388099) To reach out to Justin online: https://www.cpa.enterprises/ (https://www.cpa.enterprises/) Instagram: https://www.instagram.com/cpajmac/ (https://www.instagram.com/cpajmac/) Facebook: https://fb.me/cpajmac (https://fb.me/cpajmac) LinkedIn: https://www.linkedin.com/in/jmaccpa/ (https://www.linkedin.com/in/jmaccpa/) Twitter: https://twitter.com/cpajmac (https://twitter.com/cpajmac) More about your host: My name is Russell McDonald and my company’s name is TRADMOR. TRADMOR stands for Trusted Advisor Mortgages and I chose this name for my company because my focus in mortgage lending is working with CPAs, Enrolled Agents, Financial Planners and any other Trusted Advisor Financial Professionals to help them provide home loans for their clients. I’ve been a mortgage broker in the San Francisco Bay Area since 1992 and also founded a software company in 1994 which is still up and running. I have invented several different software systems that have been brought to market with varying levels of success over the years. My two most productive projects are called Cypher and RateAnalyzer and these systems have been used by more than 500 different independent financial professionals to provide thousands of home loans for their clients over the past 20 years or so. In 1998 I applied for several patents for these and other systems, as well as seeking patent protection for the ways we anticipated the technology progressing down the road. I actually applied for patents covering online mortgage loan application systems before the first online mortgage application was done in the United States. I wrote all the original Provisional Patent Applications myself and started seeking competent legal help a little less than a year later. Since that time I’ve been awarded six patents for the systems and methods I invented and to be honest it is a miracle that I was able to write the Provisional Patent Applications on my own (using a NOLO PRESS book) that were able to turn into something useful. I would never advise an independent inventor to take on that task on their own. You know the common belief that practicing something for 10,000 hours makes you an expert? I’ve been doing this all day plus nights and weekends for more than 10,000 DAYS and this has made me an expert in mortgage finance, real estate and credit issues. Where to find me online: https://tradmor.com (https://tradmor.com) Apply online: https://apply.tradmor.com (https://apply.tradmor.com) LinkedIn: https://www.linkedin.com/in/russellmcdonald (https://www.linkedin.com/in/russellmcdonald) Facebook: https://fb.me/tradmor (https://fb.me/tradmor) Facebook: https://fb.me/Monacho (https://fb.me/Monacho) Instagram: https://www.instagram.com/tradmormortgage (https://www.instagram.com/tradmormortgage) Twitter: https://twitter.com/tradmormortgage (https://twitter.com/tradmormortgage) Russell McDonald Broker CalRE: 01150730 NMLS: 290837 TRADMOR.COM, INC. CalRE: 02037742 NMLS: 1637088
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