REI075: Financial Planning + Real Estate Investing w/ Mark Willis

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IN THIS EPISODE, YOU’LL LEARN:

  • 3:51 - Why many financial advisors and planners don’t recommend real estate to their clients and why Mark made the switch to real estate
  • 6:39 - How to properly manage real estate properties
  • 12:23 - What it means to “proactively” use equity and how to do it
  • 15:48 - How real estate plays into someone’s tax strategy and what the other components of a tax strategy are
  • 19:59 - The benefits of doing financial planning and preparations one can do to achieve early retirement
  • 29:11 - What the worst and most common mistakes people are making financially
  • 32:11 - What the very first thing to look at when assessing one’s current financial position and where to begin in one’s personal finance journey
  • And much, much more!

EPISODE RESOURCES

Read this episode’s transcript and full show notes on our website.

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