Dec 14, 2023
In this episode, Tom chats with Stephanie Walter, a real estate entrepreneur with a family legacy of business. From a regular job to founding her own insurance agency in 2005, Stephanie's journey was guided by her father's wisdom. She ventured into real estate, now managing $300 million in assets through syndication. Discover the power of mentorship, collaboration, and seizing opportunities in this inspiring conversation by tuning in today!
Highlights
01:00 Stephanie’s entrepreneurial background
04:06 How her interest in buying apartments led her to a boot camp
where she learned about syndications
06:17 The transitional phase from her job to owning an insurance
company and the challenges it entailed
10:15 How a change in mindset - from accumulating assets to using
them for cash flow - allowed her to replace her income and
ultimately sell her insurance agency
17:22 The importance of collaborating with others with
complementary skills in the syndication business
20:40 The focus on class B apartments in Florida and retail spaces
as investment opportunities
22:54 Personal finance misconceptions and comparison with corporate
investment strategies
26:04 The importance of knowing what you want to achieve with your
money through diversification and strategic planning
29:30 The myths surrounding taxes and how the wealthy strategize
for their taxes
34:33 The need to diversify not just within stocks or mutual funds
but also in tangible investments and taking control of your
finances
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 Stephanie Walter
- https://erbewealth.com/about/
Call to Action
Schedule a Call
with Tom
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