With over two decades of experience in wealth planning specifically tailored for real estate investors, Lisa Elle from Elements Financial Group, brings a wealth of knowledge that could be pivotal in enhancing your financial strategies. Lisa Elle is the founder of Ellements Financial Group, host of the Money Makeover Podcast & the author of STRUT: How to Kick Financial ASSets. Lisa has been a wealth strategist and a Certified Financial Planner® for over 23 years and is passionate about helping people create financial clarity and fund their dreams.
Listen to the Podcast Here
In this episode we discussed:
- Continuous Wealth Management: Lisa emphasizes the importance of year-round financial planning and personalized strategies.
- Structural and Legal Foundations: Proper business structures and legal documents are crucial for asset protection and tax efficiency.
- Holistic Planning: Many investors lack a comprehensive financial plan. Lisa highlights the need for thorough financial and legal assessments before making investment decisions.
- Corporate vs. Personal Finance: Understanding the differences between corporate responsibilities and personal taxes is vital for effective financial management.
- & more!
Connect with Lisa Elle:
- https://www.instagram.com/lisa_elle
- https://www.instagram.com/ellementsgroup
- https://www.linkedin.com/in/lisaelle
- https://www.facebook.com/lisa.elle.9212
Learn More About Our Trusted Partner- Green Mortgage
Green Mortgage has been specializing in working with real estate investors since 2008. 80% of Green Mortgages’ clients are investors, and Green Mortgage has funded over $1Billion in mortgages over its lifespan.
When it comes to proper structuring of a real estate portfolio, Green Mortgage has experts that can help provide feedback on how to make your mortgage tax deductible, how to structure financing to purchase the maximum number of properties, and feedback on whether to incorporate or not.
The Green Mortgage team does both residential and commercial mortgages, and do finance both investors and non-investors as well.
Would you like to learn more? Visit:
https://thesavvyinvestor.ca/green-mortgage-team/
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Disclaimer: The views and advice expressed on this podcast are those of the participants and do not necessarily reflect the opinions or beliefs of the podcast host or affiliated parties. The content is for entertainment purposes only and should not be considered as professional financial, legal, or investment advice. Listeners are encouraged to conduct their own research and consult with qualified professionals before making any financial decisions. The podcast host and producers are not responsible for any actions taken based on the information provided.
