Player FM 앱으로 오프라인으로 전환하세요!
Agent Money: How Top Producers Master Their Business & Personal Finances with Michael Kilner & Jordan Curnutt
«
»
The 4 Stages of a Real Estate Agent Retirement Plan (Ep 6)
Manage episode 360088277 series 3443846
Managing business expenses and personal finances are completely separate tasks and agents are usually much more laser-focused on the day-to-day instead of looking years and decades out. But becoming a master of personal finance means giving yourself the option to walk away from work and enjoy financial independence.
In this episode Jordan and Michael will dive into the world of retirement planning for real estate agents and will follow a similar track as the one used for the four stages of an agent’s financial journey. Along the way, we’ll share crucial tips and strategies to build wealth and maintain your lifestyle in retirement. From understanding the different types of retirement accounts to tax planning and the potential role of investment properties, this episode is packed with practical advice to help you grow your nest egg.
If you haven’t spent as much time planning for retirement, there’s no better time to start than right now. Check out these four stages and start taking the first steps towards your long-term goals.
Here is some of what we’ll cover in this episode:
- What is the opportunity cost of not getting these things set up and funding them? (4:23)
- The simple steps the Rookie can take to just get the plan started. (5:34)
- The Sophomore should consider the SEPP IRA (10:40)
- Why the solo 401(k) is a great tool for the Veteran to utilize. (19:18)
- Why a full-blown 401(k) retirement savings plan might make sense for a team. (22:47)
- The biggest pitfalls in retirement planning. (27:04)
CONNECT:
Need help on the personal side of your finances? Work with Jordan here:
https://www.quantumplanning.com/financial-planning-for-top-producing-real-estate-professionals/
And if it's the business side where you need the most assistance, check out Michael here:
https://kilneradvantage.com/
21 에피소드
Manage episode 360088277 series 3443846
Managing business expenses and personal finances are completely separate tasks and agents are usually much more laser-focused on the day-to-day instead of looking years and decades out. But becoming a master of personal finance means giving yourself the option to walk away from work and enjoy financial independence.
In this episode Jordan and Michael will dive into the world of retirement planning for real estate agents and will follow a similar track as the one used for the four stages of an agent’s financial journey. Along the way, we’ll share crucial tips and strategies to build wealth and maintain your lifestyle in retirement. From understanding the different types of retirement accounts to tax planning and the potential role of investment properties, this episode is packed with practical advice to help you grow your nest egg.
If you haven’t spent as much time planning for retirement, there’s no better time to start than right now. Check out these four stages and start taking the first steps towards your long-term goals.
Here is some of what we’ll cover in this episode:
- What is the opportunity cost of not getting these things set up and funding them? (4:23)
- The simple steps the Rookie can take to just get the plan started. (5:34)
- The Sophomore should consider the SEPP IRA (10:40)
- Why the solo 401(k) is a great tool for the Veteran to utilize. (19:18)
- Why a full-blown 401(k) retirement savings plan might make sense for a team. (22:47)
- The biggest pitfalls in retirement planning. (27:04)
CONNECT:
Need help on the personal side of your finances? Work with Jordan here:
https://www.quantumplanning.com/financial-planning-for-top-producing-real-estate-professionals/
And if it's the business side where you need the most assistance, check out Michael here:
https://kilneradvantage.com/
21 에피소드
すべてのエピソード
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.