"Is there a right way to retire?"
Hear what financial advisor Brian Evans, CPA/PFS has to say about what those with primarily real estate investments, specifically landlords, can do to retire.
Key Points:
- Introduction to 1031 exchanges and DSTs
- Advantages and Disadvantages involved
- Examples of real estate strategies in real-world situations
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12 Topics Every Financial Plan Should Address
Discover with Brian Evans, CPA/PFS what a real financial plan or retirement strategy should look like.
Important topics in a plan include:
- Investments Management
- Insurance Assistance
- Long-Term Care Options
- Social Security
- Financial Planning and Cash Flow
- Tax strategies
- Real Estate
Find out why it is vital to have these topics in a financial plan before you make major decisions by going to edu.madronafinancial.com or checking out our Youtube channel.
Get your FREE copy of "7 Steps to a Successful Retirement" by Brian Evans, CPA/PFS by going to plan.madronafinancial.com/7-steps
