Talk About Financial Advisors with William Bonati
About this episode
Financial advisors can help individuals set financial goals, create a budget, and develop a long-term investment strategy.
In this episode, our host Jack and our guest William will discuss the financial advisor role. They will reveal why advisors only sometimes suggest investing in other areas and discuss topics such as liquidity, diversification, private real estate funds and more.
HIGHLIGHTS FROM THE EPISODE
1. Private real estate funds
2. Liquidity
3. Diversification
4. Right mindset
5. Benefits of private real estate investing
6. Retirement account
CONNECT WITH THE GUEST
LinkedIn- https://www.linkedin.com/in/bonati/
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Website- https://jkaminvestments.com/news/alternative-investor-mastermind-podcast/
Facebook- https://www.facebook.com/jkaminvestments
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LinkedIn- https://www.instagram.com/jkaminvestments/
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