Understanding Risk and Investment Strategies with Keith Wong

07/10/2024 31 min Temporada 1 Episodio 4
Understanding Risk and Investment Strategies with Keith Wong

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Episode Synopsis

In this episode of 'Commercial Real Estate Within Reach', host Giuliana Pallotta interviews Keith Wong, a seasoned financial advisor with over 38 years of experience. They discuss the importance and complexities of risk management in investments. Keith shares his insights on how to make commercial real estate attainable, strategies for saving and investing in TFSAs and RRSPs, and how people's investment approaches should evolve over time. Additionally, they delve into the benefits of diversified investments, including real estate and the importance of understanding one's financial style. Keith emphasizes the risk of not taking enough risk and the value of starting early with small investments. The episode also highlights technological changes and their impact on financial advice and investment processes. The conversation aims to empower listeners with knowledge to effectively navigate the world of real estate investments.https://brandonlindsay.ca/ Time Stamps:00:00 Introduction to Risk and Real Estate01:17 Meet Keith Wong: Financial Advisor Extraordinaire03:35 Keith's Journey into Financial Planning06:05 Understanding Risk and Investment Strategies11:16 Diving into Real Estate Investments13:37 The Importance of Diversification15:55 Setting Up Corporations and Tax Benefits20:06 Navigating the Modern Financial Landscape26:01 Final Thoughts and Advice30:12 Closing RemarksIf you found value in today's episode, please subscribe, leave us a review, and share it with your friends. Have a question or topic you'd love us to explore? Reach out to us on social media.Giuliana Pallotta, BrokerColdwell Banker Ronan Realty, Brokeragehttps://www.facebook.com/pallottapropertyhttps://www.instagram.com/pallottaproperty/https://www.linkedin.com/in/giuliana-pallotta-048412b9And just a quick reminder, the content provided in this podcast is for entertainment purposes only. We are not offering professional, real estate, legal, or financial advice, and we recommend consulting with the appropriate experts before making any real estate decisions. Neither the host nor the guests or production company are liable for any actions taken based on this podcast.

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