A Great Real Estate Investment May Not be Great for Both Children and Parents

The Aaron Katsman Show

This week I'm sharing a story that explains exactly why it's so important to figure out if an investment is suitable for your personal financial situation before jumping in. Even if it looks great on paper, the same opportunity can be either a bonanza or a disaster depending on your age, net worth, income needs, and risk tolerance. I’ll walk through a real case where the same real estate deal was a phenomenal fit for one woman but threatened the retirement lifestyle of her parents. Understanding how to match investments to your personal financial profile is key to building wealth sensibly over time. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME: Email me: [e-mail] ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.