BiggerPockets Money Podcast cover image

41: How to Find the Best Possible Certified Financial Planner (CFP) for Your Needs with Kyle Mast

BiggerPockets Money Podcast

00:00

Investing in Real Estate

Some of these are smart people who generally have it all together and yet you're coming in and adding a ton more value. So what are some examples of it? Is that come to mind? Yeah, so one gentleman that I met with and he was probably an example that I said that he probably wouldn't need to meet with me for three to five years. He's got a personal capital account set up, he's tracking his net worth, optimized just about everything. And we also found he could recognize the 3000 and losses capital losses to offset ordinary income every year. That would have made a big difference for him.

Play episode from 27:17
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app