Personal vs Corporate Finance Strategies with Stephanie Walter

Perennial Pride

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/

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