Realtors’ Conspiracy Podcast Episode 135 – The Benefits of Incorporation: Investing

Welcome to our first episode of our three part mini series on the benefits of incorporation for Realtors. In part one, we sit down with Investment Advisor David Winnell and Portfolio Manager Phil Marion of Foster & Associates where we discuss investment strategies in today’s environment and the 5 W’s of investing for agents. Tune in as we dive into how you can start to navigate investment opportunities, the importance of seeking out the right professionals, and leveraging the vehicles you have to plan for your future. Much of our chat also focuses on risk assessment and how this can be unique and personal to each individual – especially when considering Realtor’s and the nature of fluctuation and fluidity with income. Get out your notepad, you’ll surely be taking notes and seeking out advice after this episode!

This episode is for informational purposes only and should not be interpreted as investment advise. Listeners are encouraged to seek advice from a licensed investment professional before making any investment decisions.

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