In this episode of Think Outside the Stocks, host Madhavi Jain welcomes Chris Orestis, President of Retirement Genius, to discuss a revolutionary approach to retirement planning. With over 25 years of experience, Chris shares valuable insights into how retirees can protect their wealth and prepare for the financial demands of long-term care. Chris breaks down the process of using life insurance settlements as a way to fund long-term care, a strategy that can help families avoid depleting the...
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In this episode of Think Outside the Stocks, host Madhavi Jain welcomes Chris Orestis, President of Retirement Genius, to discuss a revolutionary approach to retirement planning. With over 25 years of experience, Chris shares valuable insights into how retirees can protect their wealth and prepare for the financial demands of long-term care. Chris breaks down the process of using life insurance settlements as a way to fund long-term care, a strategy that can help families avoid depleting the...
EP33: From CPA to Real Estate Mogul: Mathew Owens' Journey and Investment Strategies
Think Outside The Stocks
27 minutes
1 year ago
EP33: From CPA to Real Estate Mogul: Mathew Owens' Journey and Investment Strategies
Are you ready to revolutionize your passive investing strategy and confidently navigate the intricate world of real estate? In this episode, host Madhavi Jain engages in a dynamic conversation with real estate expert Mathew Owens. As a former CPA and seasoned investor, Mathew shares invaluable insights into a successful investor's mindset, risk mitigation strategies, and tax-efficient approaches for passive investors. Have you ever wondered about the critical factors to consider in the curren...
Think Outside The Stocks
In this episode of Think Outside the Stocks, host Madhavi Jain welcomes Chris Orestis, President of Retirement Genius, to discuss a revolutionary approach to retirement planning. With over 25 years of experience, Chris shares valuable insights into how retirees can protect their wealth and prepare for the financial demands of long-term care. Chris breaks down the process of using life insurance settlements as a way to fund long-term care, a strategy that can help families avoid depleting the...
