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Crafting a Comfortable Future The Art of Financial Planning, Retirement planning and Real Estate Investment with Shanta Setiadii
Manage episode 415414484 series 3401999
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Unlock the door to financial freedom with Shanta Satiadi from OMAVERICS Leadership Group (@omaverickskeadership) as she navigates the world of financial brokering and mortgage trends with us. From the bustling city of Calgary, Alberta, Shanta brings a wealth of knowledge, discussing how her team’s entrepreneurial flair provides a full suite of financial services, including investment strategies and the enticing prospect of residual income. Get ready to uncover the secrets to scaling your business and the impact of comprehensive financial services on the industry.
Strap in for an insightful discussion on crafting a comfortable retirement, where we dissect the importance of tax-efficient income generation and the strategic use of assets. Learn about the revolutionary concept of infinite banking, which could redefine your approach to growing money tax-free, and the advantages of low-cost entrepreneurial ventures as supplementary income sources. Shanta’s expertise illuminates the delicate balance of tapping into pensions, RRSPs, and insurance policies to ensure your golden years shine bright.
The real estate market is a dynamic beast, and in this episode, we scrutinize the current climate of high demand, low inventory, and rising interest rates. Gain insights into how this affects buyers, particularly first-time owners and new immigrants, and what the potential drop in the Bank of Canada's rate could mean for the industry come June. This episode is a veritable masterclass, offering valuable advice for those looking to navigate the real estate waters, whether you’re dipping your toes or ready to take the plunge into property investment.
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Kapitler
1. Financial Brokering and Mortgage Trends (00:00:00)
2. Retirement Income Generation Strategies (00:14:00)
3. Planning for Retirement Pitfalls and Strategies (00:23:06)
4. Real Estate and Income Generation (00:29:39)
5. Real Estate Market Trends and Planning (00:33:59)
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