2025 Financial Planning for Real Estate Investors with Kyle Mast

As 2024 comes to a close, real estate investors everywhere are asking: How can I plan strategically for 2025 to optimize my portfolio and build lasting wealth? In this episode of The Real Wealth Show, host Kathy Fettke sits down with Certified Financial Planner (CFP) and seasoned real estate investor Kyle Mast to tackle this critical question. Together, they explore the importance of financial planning for real estate investors, when and why you might need a CFP, and key strategies for tax efficiency, portfolio diversification, and long-term wealth building. Learn how Kyle reached financial freedom by age 37 and how he continues to thrive with a balanced investment approach. Don’t miss this opportunity to prepare for the year ahead and gain exclusive advice on building real wealth through strategic real estate investing (00:00) Financial Planning for Real Estate Investors in 2025 (01:28) Kyle Mast Origin Story (05:30) Kyle's First Property (07:33) Real Estate and Portfolio Diversification (13:11) When do I need a CFP? (20:12) Financial Planning Services (24:00) 2024 Savings? OUR GUEST https://www.kylemast.com/ https://www.linkedin.com/in/kyle-mast-71983416/ https://twitter.com/whoiskylemast https://www.instagram.com/whoiskylemast/ REGISTER FOR THE PASSIVE WEALTH EXPO JANUARY 18, 2025 https://realwealth.com/passive-wealth-expo-how-to-thrive-in-25/ FOLLOW OUR PODCASTS The Real Wealth Show: Real Estate Investing Podcast https://tinyurl.com/RWSsubscribe Real Estate News: Real Estate Investing Podcast: https://tinyurl.com/RENsubscribe DISCLAIMER The views and opinions expressed in this podcast are provided for informational purposes only, and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action. For more information, go to www.RealWealthShow.com