Posts Tagged ‘reits’
RERL-1783 – Financial Planning – Our guest Jeff Yoakum
Big corporations have little in common with small businesses when it comes to how they handle money, and an individual’s financial plan couldn’t be further away from that of a business. Having worked for both small and large financial institutions has given today’s guest, Jeff Yoakum, ample understanding of the many financial situations people may…
Read MoreReal Estate And Your Retirement Plan With Aspire Planning
When it comes to retirement planning the one thing you don’t want to do is make a mistake with your biggest asset. Today Joe invites Aspire Planning Associates CFP’s Evor Vattuone and Mira Ma into the studio to help you avoid common pitfalls in and on the way to retirement. Specific topics include: Dave in…
Read MoreReal Estate Investing With Amy Kirsch Of Realty Shares
The urge to invest in real estate is always growing in the Bay Area and around the US. Today Joe calls up Amy Kirsch, Director of Investor Services for Realty Shares to explain just how simple it can be to begin investing. Specific topics include: What is real estate investing and how does it work?…
Read MoreReal Estate Investments – Ideas And Opportunities
It’s pretty clear there is a lot of interest in real estate investing. Real estate is a $40+ trillion market and will continue to be in demand as long as we have a need for housing and work. Today Joe shares investing ideas and opportunities you may or may not know about in both commercial…
Read MoreFinancial Trends And Flip Opportunities With Your Investment Accounts
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…
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