Using a Wealth Manager as a Real Estate Investor

Ted Greene interviews Austin Dean of Waystone Advisors. Austin discusses how to design your wealth so you have flexibility and control as you pursue financial independence. During this discussion Austin will explore ways to diversify assets, be more tax efficient and plan for legacy and estate taxes. All while maintaining liquidity for real estate investing opportunities.

 

*Spartan Investment Group, Lion Street Financial, Lion Street Advisors and Waystone Advisors are not affiliated.