Join us as we dive into the nitty-gritty of year-end planning for real estate agents in today’s episode. We’ll cover everything from tax planning strategies to retirement contributions and charitable gifting, giving you inside look into how to successfully navigate financial decisions as we head into the new year.
Whether you're a seasoned pro or a newcomer to the real estate scene, tune in for an insightful discussion on making the most out of your income, staying actively engaged in the planning process, and adapting your financial strategy based on the ever-changing financial landscape. If you're a realtor looking to wrap up the year on a strong note, this episode is a must listen!
Here’s some of what we discuss in this episode:
CONNECT:
Need help on the personal side of your finances? Work with Jordan here:
https://www.quantumplanning.com/financial-planning-for-top-producing-real-estate-professionals/
And if it's the business side where you need the most assistance, check out Michael here:
https://kilneradvantage.com/