Financial Plan is Plan No.6 That Every Property Investor Must Know

May 19, 2022 | Podcasts, Wealth Coffee Chats

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 Note: I am not a financial planner and this is not financial advice however after creating Property Investment Wealth plans for investors, I have seen a few things that work and a few things that don’t. Let’s Wealth Coffee Chat!

8:39 – good financial planner must help you with protecting your family’s wealth and assets

15:11 – you can contribute money as a legislation thing, it’s called the downsizer contribution

20:19 – financial plan creates a great foundation of safety and tax efficiency

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