Apr 18, 2023
Clients Adonis and Daniella join Tom today to share some of the things they have learned about personal finance and real estate investing. Working in the real estate industry, they understand the power of real estate as an investment class. Purchasing a duplex home, living on one side, and renting out the other, their tenant is helping to pay the mortgage. Being coachable and open-minded clients, they were willing to learn more about IBC and leverage it as a financing source for investments. Listen in as they share some interesting experiences to those considering real estate investing and careers.
Highlights
- 01:32 Adonis and Daniella discuss their background in the real estate industry, both working in leadership positions at their company and owning a two-family home.
- 03:41 Their experiences learning about personal finance growing up and finding better financial education through their jobs at Keller Williams
- 09:30 The journey toward finding and purchasing their ideal multi-family property after exploring different options together
- 15:19 Their experience as landlords and the importance of thoroughly screening potential tenants before renting out their property
- 16:21 Satisfaction with their multi-family property investment and the financial benefits they have seen from the venture
- 18:15 The importance of thinking long-term when it comes to financial planning and investing 19:30 Plans to acquire more properties to generate more profit for their future endeavors
- 20:44 The importance of estate planning and having strong financial knowledge to avoid stressful situations like probate court
- 23:16 Adopting the Infinite Banking concept and using whole life insurance policies as a means to store and grow their cash
- 27:37 How a small inheritance from was used to start a whole
life insurance policy
Episode Resources - Connect with Tom Suvansri
- https://perennialpride.com/
- https://www.facebook.com/perennialpride/
- https://twitter.com/perennialpride
- https://www.youtube.com/channel/UC6N7YVoDx7BSRdiYRRb1BiA
- Connect with Adonis & Daniella Chamble
- https://adonis.kw.com/
- adonis@kw.com
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