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The Best Ever CRE Show

JF1259: Putting Together A Financial Plan As A Real Estate Investor with Chad Shaw

The Best Ever CRE Show

Best Ever CRE

Business, Investing, Entrepreneurship

4.7996 Ratings

🗓️ 12 February 2018

⏱️ 26 minutes

🧾️ Download transcript

Summary

Chad is here as a financial planner to very high net worth individuals, to tell us how to plan our financial future. As real estate investors our path can be different than a W2 worker. Chad has helped a lot of investors make financial plans so have pen and paper ready for this one! If you enjoyed today’s episode remember to subscribe in iTunes and leave us a review!   Best Ever Tweet: “Be growth oriented with a focus of income” - Chad Shaw   Chad Shaw Background: -Founding partner of MST Financial Wealth Management and Insurance Services -Qualifying member of the Million Dollar Round Table, the premier association of financial professionals -An investment advisor and broker, working closely with real estate investors -His team of five financial advisor partners offer high quality investment, tax, insurance & wealth management advice -Say hi to him at http://chadshaw.nm.com/ -Based in Orange County, California -Best Ever Book: Principles by Ray Dalio     Made Possible Because of Our Best Ever Sponsors:Are you looking for a way to increase your overall profits by reducing your loan payments to the bank?Patch of Land offers a fix-and-flip loan program that ONLY charges interest on the funds that have been disbursed, which can result in thousands of dollars in savings.Before securing financing for your next fix-and-flip project, Best Ever Listeners you must download your free white paper at patchofland.com/joefairless to find out how Patch of Land’s fix and flip program can positively impact your investment strategy and save you money. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Did you know that within a decade women will hold $30 trillion in investable assets?

0:05.3

Yet somehow only 19% of women reported feeling confident in selecting investments that align

0:11.0

with their long-term goals. Our friends at Invest Her are out to change. that and it's happening June 2nd through the 4th in Austin, Texas.

0:23.0

InvestHERCON is not just another real estate conference.

0:27.0

It's a transformational experience focused on real estate investing,

0:31.0

business strategies, and self-care tactics, all designed to help women take

0:35.5

control of their financial futures. Gain the knowledge and skills you need to grow

0:40.0

your portfolio and build a sustainable business all while connecting with over 500 women who are playing at the same level.

0:48.0

To learn more and to get your tickets, visit InvestHERCON.com today and use the code 100 best ever to get $100 off your ticket.

0:56.6

That's Invest Her, H-E-R-K-D-K-G-K-G-G-O-K-G-K-K-K-K-K-K-O-K-Kom,

1:00.6

Promo-Kod 100 best ever to get get $100 off your ticket.

1:05.0

Your values determine your goals, your goals determine your strategies, your strategies

1:08.8

determine the tools that you use.

1:11.5

Sometimes people start with the tool or the strategy. And owning real estate

1:15.2

that's a tool, it's a strategy, it's not necessarily a plan. Best ever listeners

1:18.8

before we jump into today's episode, got two questions for you and this is for my

1:22.4

fix and flippers out there

1:23.6

one are your financing costs eating what your bottom line and two are you looking for a

1:28.8

way to increase your overall profits by reducing your loan payments to the bank or private lender, of course you are right.

1:35.6

You're always looking to maximize the potential of your deal.

1:39.6

So here's a solution.

1:40.6

We got a solution for you through the crowdfunding platform Patch of Land.

...

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