On to this week’s guest: Kathleen van den Berg, MBA, CLU, CFP. I think she’s great because she’s one of the rate Certified Financial Planners who recommends owning real estate and she owns a fair amount of real estate too. I invited Kathleen to come on the show asking her to share what advice she has for her clients during these historic times.
Kathleen’s bio:
I have the best job in the world ... and I have a ton of fun doing it.I specialize in working with individuals and families to improve their monthly cash flow and build significantly greater wealth compared to their current approach.Unlike most other wealth strategists, I include real estate strategies as one of the 6 key components in clients' wealth building plans.I implement a 6 step wealth strategy system with clients and routinely am able to create over a million dollars of additonal income in retirement.