In this episode, Dan and Leah discuss a client story that shows what can happen when all your money is tied up in real estate.
Our client was a successful real estate investor who owned multiple properties, but despite her assets, she couldn’t retire. Her cash flow was too tight, and she was also helping fund her son’s real estate ventures.
We break down how Dan helped her rethink her strategy and create the breathing room she needed to actually enjoy her retirement. If you’ve ever wondered whether owning more properties automatically means more wealth, this video will change your perspective.
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