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REsimpli에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 REsimpli 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Top Financial Tips for Real Estate Investors from Adam Koós

33:34
 
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Manage episode 433918775 series 3466300
REsimpli에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 REsimpli 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In this episode of the REsimpli podcast, host Sharad Mehta chats with Adam Koós, a seasoned financial advisor, about his journey and invaluable financial insights. Adam, hailing from Columbus, Ohio, shares his transition from aspiring trauma surgeon to financial advisor, influenced by his father's suggestion. He discusses the importance of managing risk and taxes for real estate investors and introduces the concept of 1031 exchanges and Delaware Statutory Trusts (DSTs) as strategies to optimize real estate portfolios and defer taxes.

Adam also delves into the emotional aspects of selling a business and the necessity of having a comprehensive financial and life plan post-retirement. He emphasizes the need for diversification, proper financial planning, and the importance of being prepared for unexpected life events.

Key Points:

  • Adam's background and transition to financial advisory
  • Importance of managing risk and taxes in real estate investing
  • Overview of 1031 exchanges and DSTs
  • Emotional challenges and planning for selling a business
  • Importance of diversification and comprehensive financial planning

And if you'd like to contact him, here's how-

For more insights, tune in to this enlightening conversation with Adam Koós, packed with practical advice and strategies for real estate investors and business owners.

  continue reading

56 에피소드

Artwork
icon공유
 
Manage episode 433918775 series 3466300
REsimpli에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 REsimpli 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In this episode of the REsimpli podcast, host Sharad Mehta chats with Adam Koós, a seasoned financial advisor, about his journey and invaluable financial insights. Adam, hailing from Columbus, Ohio, shares his transition from aspiring trauma surgeon to financial advisor, influenced by his father's suggestion. He discusses the importance of managing risk and taxes for real estate investors and introduces the concept of 1031 exchanges and Delaware Statutory Trusts (DSTs) as strategies to optimize real estate portfolios and defer taxes.

Adam also delves into the emotional aspects of selling a business and the necessity of having a comprehensive financial and life plan post-retirement. He emphasizes the need for diversification, proper financial planning, and the importance of being prepared for unexpected life events.

Key Points:

  • Adam's background and transition to financial advisory
  • Importance of managing risk and taxes in real estate investing
  • Overview of 1031 exchanges and DSTs
  • Emotional challenges and planning for selling a business
  • Importance of diversification and comprehensive financial planning

And if you'd like to contact him, here's how-

For more insights, tune in to this enlightening conversation with Adam Koós, packed with practical advice and strategies for real estate investors and business owners.

  continue reading

56 에피소드

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