How To Finance As A Real Estate Agent

Hello everyone, In this episode, we delve into the intricacies of financial planning with the insightful Osiris CFP Candidate. From casual Starbucks anecdotes to profound financial insights, we unravel the art of navigating the financial landscape. Our conversation begins with a relaxed chat catching up, seamlessly transitioning into an exploration of the six pillars of financial planning. A fantastic introductory discussion about personal finance when you are a realtor and broker. Time Codes 00:00-00:54 - Intro 00:54-04:02 - Old Friends Catching up 04:02-05:42 - Working on Starbucks 05:42-07:49 - The 6 Pillars of Financial Planning 07:49-28:53 - Financial Planning and Financial Management 28:53-37:19 - Insurance and Risk Management 37:19-55:07 - Investment Planning 55:07-01:10:40 - Retirement Planning 01:10:40-01:18:03 - Tax Planning 01:18:03-01:20:30 - State planning and Legal Aspects 01:20:30-01:27:17 - Summary and closing