Regardless of your age, if you haven’t completely funded your retirement or you just want to be smarter about how you manage your money, this session is packed with extremely valuable insights.

This week we are pleased to welcome Alex Katz of Opes Advisors (AgentWealth.net).

Regardless of your age, if you haven’t completely funded your retirement or you just want to be smarter about how you manage your money, this session is packed with extremely valuable insights.

The place to begin is by asking the right questions and being aware of the financial turning points ahead. The PDF below provides a comprehensive list of the decisions you must make.

Here’s what Alex covers on today’s podcast:

  • What constitutes wealth?
  • The three buckets that determine your wealth: career, retirement and expense changes.
  • Why having a detailed vision of what you would like to do when you retire is critical in terms of the choices you make throughout your career.
  • Different approaches based upon age — a view of what to do in your 30s, 40s, 50s and 60s.
  • Why investing across asset classes (cash, stocks, real estate and alternative investments) rather than being totally invested in real estate is a smart move.

Bernice Ross, CEO of RealEstateCoach.com, is a national speaker, author and trainer with over 1,000 published articles and two best-selling real estate books. Learn about her training programs at www.RealEstateCoach.com/AgentTraining and www.RealEstateCoach.com/newagent

Email Bernice Ross

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