As 2024 comes to a close real estate investors everywhere are asking How can I plan strategically for 2025 to optimize my portfolio and build lasting wealth In this episode of The Real Wealth Show host Kathy Fettke sits down with Certified Financial Planner CFP and seasoned real estate investor Kyle Mast to tackle this critical question Together they explore the importance of financial planning for real estate investors when and why you might need a CFP and key strategies for tax efficiency portfolio diversification and long-term wealth building Learn how Kyle reached financial freedom by age 37 and how he continues to thrive with a balanced investment approach Don t miss this opportunity to prepare for the year ahead and gain exclusive advice on building real wealth through strategic real estate investing 00 00 Financial Planning for Real Estate Investors in 2025 01 28 Kyle Mast Origin Story 05 30 Kyle s First Property 07 33 Real Estate and Portfolio Diversification 13 11 When do I need a CFP 20 12 Financial Planning Services 24 00 2024 Savings OUR GUESThttps www kylemast com https www linkedin com in kyle-mast-71983416 https twitter com whoiskylemasthttps www instagram com whoiskylemast REGISTER FOR THE PASSIVE WEALTH EXPO JANUARY 18 2025 https realwealth com passive-wealth-expo-how-to-thrive-in-25 FOLLOW OUR PODCASTS The Real Wealth Show Real Estate Investing Podcast https tinyurl com RWSsubscribe Real Estate News Real Estate Investing Podcast https tinyurl com RENsubscribe DISCLAIMER The views and opinions expressed in this podcast are provided for informational purposes only and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action For more information go to www RealWealthShow comClick here to visit this podcast episode
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