EPISODE · Mar 4, 2022 · 33 MIN
Definition Of A Successful Retirement with Jonathan Heagle
from Capital Gains Tax Solutions Podcast
Jonathan founded Mountain Vista in 2017 with the objective of improving the access to quality financial advice for clients of varying asset levels. With 16 years of experience as a proprietary trader and portfolio manager at prestigious financial firms prior to founding Mountain Vista, Jonathan is uniquely positioned to help his clients develop and execute customized solutions to their financial needs.In our conversation, we discussed:Definition of Building a Successful Retirement.Alternative investments for Real Estate.Corrections on High Valuations on Real Estate.Institutionalization of the Single-Family Rental Market.Connect with Jonathan Heagle:https://capitalgainstaxsolutions.com/definition-of-a-successful-retirement-with-jonathan-heagle/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
NOW PLAYING
Definition Of A Successful Retirement with Jonathan Heagle
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Jan 2, 2026 ·47m
Dec 21, 2025 ·46m