DC Talks: Master Financial Planning & Real Estate Investing

Master Financial Planning & Real Estate Investing

Welcome back DC Fam! Today, we’ve got a treat of an episode for you! I got my good friend Jason Pereira in the house. Jason is a partner and financial consultant at Woodgate Financial. He’s been in the financial industry for the past 20 years and has developed a unique investment approach for his clients. Early in his career, he realized how investment systems and incentives are designed to benefit the banks. He understood early on that there has to be a way to truly help people find the best investment strategies instead of selling them products that don’t fit their ne eds. In our chat, we talk about how financial planning has evolved over the years and the misconceptions when it comes to real estate and investing. Jason provides his unique insights into the market and the things you should be aware of before putting your money into something. In our chat we discuss: How banks design their investment products to benefit them The human aspect of working with people and helping them become successful in investing Debunking real estate myths The importance of due diligence when it comes to investing And more! Don’t forget to rate & review the podcast. Connect with me on social media at @davidcinelli_realtor for more content and any questions you may have on the market, and the show! See you next week!