To be clear, my financial position and goals are different than most, I’m looking for 30% returns from my investments. My overriding principle is the investment you do is better than the investment you don’t. If I never lost 40-60% of my stock portfolio during the last major recession, I would never have given my full focus to real estate and the money I lost in stocks is pennies compared to the money I’ve made as a real estate investor.
Anyways, enough from me.
As someone not qualified to speak to RESP’s and retirement planning, I had my friend Kathleen van den Berg who has a lot of letters behind her name is qualified as the Truth About Real Estate Investing show continues to bring your experts in investing.
Kathleen has her Masters in Business Administration, her CFP - Certified Financial Planner and CLU - Chartered Life Underwriter, the Canadia wealth transfer and estate planning designation. She also owns 10 investment real estate properties.
Kathleen is here to explain the three buckets of assets everyone needs and which order to fill them and have even more controversial opinions to share on RESP’s LOL. Note Kathleen does fee based financial planning and one of the rare CFP’s to do so to ensure she can provide you unbiased financial advice unlike mutual fund sales people so we are really lucky to have Kathleen on the show so we may all learn.
If you are already on my email list, you will receive my type notes from the interview. If you would like to receive my personal notes from interviewing guests simply go to www.truthaboutrealestateinvesting.ca and enter your name and email on the right.
Without further ado, I give you Kathleen van den Berg, MBA, CFP, CLU and RESP expert ;)