Financial Literacy 101: What Investors NEED To Know!
Can you imagine turning your financial expertise and passion for real estate into a thriving business while balancing family life?
Welcome back to the 61st episode of the "Inspired To Invest" podcast.
To watch rather than listen, click here
Meet Stefanie Berry, a CPA from Caledon, Ontario, who did just that. After the birth of her second child, Stefanie boldly left her corporate finance career to start Real Estate Investing Finance, a fractional CFO accounting firm.
Stefanie shares her incredible journey, from flipping houses and private lending to discovering the power of real estate investments for building generational wealth. Through her story, you'll gain insights into the critical role financial management plays in real estate success and the unique advantages of having a fractional CFO.
Stefanie's experience is a masterclass in resilience and adaptability, offering valuable lessons for both new and seasoned investors. She candidly discusses the challenges of stepping away from a stable job, balancing a growing family, and managing a real estate portfolio.
You'll learn why setting aside reserves, maintaining separate bank accounts, and tracking finances monthly are essential strategies. Stefanie also highlights the importance of professional management to avoid overwhelm and the necessity of projecting expenses accurately for better financial planning.
This episode is packed with practical advice and inspiration for anyone looking to navigate the path from corporate life to entrepreneurial success in real estate investing.
To connect with Stefanie, go to @reifinance on social and online.
Thank you to The Wealth Club for bringing us this month’s episodes of “Inspired To Invest”. To learn more about them, go to @thewealthclub on social or https://skool.com/thewealthclub to sign up online.
Need support underwriting potential property investments? Check out PropertyCast.io - https://propertycast.io?via=serena
“Inspired to Invest” is proud to support the Beyond Success Program, a not-for-profit financial literacy program for students, launched by More To Give & MAK Investments. Find out more at @more2give.ca.
Join us again on Aug. 14 to learn how to invest in real estate so you can stop living pay cheque to pay cheque!
“Inspired to Invest” is proud to support the Beyond Success Program, a not-for-profit financial literacy program for students, launched by More To Give & MAK Investments. Find out more at
https://instagram.com/more2give.ca & https://more2give.ca/beyond.
Thank you for tuning into “Inspired To Invest”, hosted by @serenaholmesrealtor & remember, "when you invest in yourself, the sky's the limit!"
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Serena Holmes is a licensed REALTOR®, real estate investor, real estate investing coach, podcast host, published author and chief content officer of Executive Lens. She is also the former CEO of Tigris Events, a multi award winning brand experience agency.
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