Sometimes it doesn’t really matter how much money you have. If you make great money but don’t invest it appropriately, you’re not really prepared for the future/retirement/getting the most out of your money. Today Mike chats with Northwestern Mutual Financial Advisor, Zach Mattos, about creating a solid financial plan using your real estate. Specific topics include:
- Trends in financial advising such as early withdrawal penalties and RMD’s (required minimum distributions)
- Post-election stock market response and behavioral investment mistakes
- Using and leveraging potential investment accounts for real estate
- Potential developer flip opportunities with your investment accounts
If you wish to contact Joe Cucchiara email him at Joe@RERadioLive.com, call (408)-838-9060 or simply visit http://www.RERadioLive.com. We also provide additional information to help you make smart decisions in and around your real estate venture.
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