cover of episode 9 Ways to Leverage a Financial Planner with Brian Davis & Kyle Lutters

9 Ways to Leverage a Financial Planner with Brian Davis & Kyle Lutters

2024/10/7
logo of podcast Live Off Rents Podcast

Live Off Rents Podcast

Frequently requested episodes will be transcribed first

Shownotes Transcript

In this episode of the Live Off Rents podcast, host Brian Davis, co-founder of Spark Rental, discusses how to leverage financial planners to build wealth faster with guest Kyle Lutters, a certified financial planner from Moneta Group. They cover key insights on investment strategies, tax efficiencies, estate planning, and the benefits of having expert guidance as your portfolio grows. Stay tuned for actionable tips to optimize your financial planning and take control of your wealth-building journey.