How Do You Know?
My goal is to help people feel more confident about their investment portfolio. After working in the private equity, family office and securities market for nearly a decade, I pulled together my resources to interview experts in each area of the due-diligence process.
I also bring on ex professional athletes so that we can learn how they became comfortable with the investment world and the tips that got them there. As a former collegiate soccer player, I know the parallels that athletes have with everyone else. That is, the fact that we wear many hats with the capability to add more skills to our repertoires, including investment knowledge.
Thank you for listening. I hope it helps!
Please DM me on LinkedIn if you want my top investing tips: https://www.linkedin.com/in/isabela-carrasco?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app
How Do You Know?
HDYK How to Create Passive Income & Financial Freedom | DD Curriculum
Whitney is the founder of Ash Wealth Consulting and Director of Investor Education at PassiveInvesting.com. She hosts the Passive Investing Made Simple podcast and is a partner in $800M+ of real estate assets—including 6,500+ residential units, 2,200+ self-storage units, and more than $5M in fix-and-flipped properties.
She hit a home run on her first deal and then nearly lost it all on her second deal. Yet, she climbed her way back up and now helps others create passive income and financial freedom for multiple generations.
We discuss:
- Understanding the capital stack
- Navigating investor fears
- Do market cycles matter?
- The importance of debt in investments
- Lessons learned from rock bottom and bad investments
- Class A versus B versus C investments
- Top investment advice for her clients
- Self-leadership and time management
- Wealth protection and transfer
- Investing concepts to master
- Investment trends for future generations
- Value-based spending vs budgeting
Reach her at passiveinvestingwithwhitney.com