On to this week’s show, we have old friend Kathleen Van Den Berg
Kathleen van den Berg, MBA, CLU, CFP. I think she’s great because she’s one of the few Certified Financial Planners who recommends owning real estate and she owns a fair amount of real estate too. I invited Kathleen to return to the show asking her to share what lessons she’s sharing with her financial planning clients.
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 additional income in retirement.
