614 Real Estate Nerds

Episode 104 | How to Build Wealth the Right Way (Starting Earlier Than You Think)

Shannon Grimm & Partners with Howard Hanna Real Estate Services

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0:00 | 23:51

In this episode, we sit down with Brett from Katterhenry Investment Group to talk about what financial planning really looks like and why it’s so much more than just investing.

From building long-term wealth and implementing smart tax strategies to planning for future generations, Brett shares how his team helps clients create a clear path toward their financial goals. We also dive into the importance of starting early, the power of compounding, and how financial decisions today can shape your future.

Of course, it wouldn’t be a full episode without some real-life conversation, balancing work and young kids, exploring Columbus, favorite restaurants, and even a few unexpected stories along the way.

If you’ve ever wondered how financial planning ties into your overall lifestyle (and even real estate decisions), this episode is a great place to start.