I'm continuing my Q&A blitz today. I set out to answer
five questions and wound up answering two. Oh well. At least I
think you'll enjoy them!
Here are the two questions I cover:
What are your opinions regarding real estate investing? Should
people invest in real estate? What percentage of the portfolio
should it be? Thoughts on wholesaling? Flipping? Etc.?
My question is can you walk us through your typical financial
planning process with an average client of yours. From the initial
conversation to the presentation and implementation. How do you
prioritize your recommendations?
Joshua J Sheats, MSFS, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.