Blissfully simple – 5 ways to simplify your real estate management

 

Angela Alvig is a CPA with nearly 20 years’ experience, who works with successful individuals and families as their Family CFO. Angela and her team manage the details of their clients’ financial lives, so they can focus on other priorities in their life. Angela not only helps her clients manage their real estate portfolios and other complex assets they own, she also is a real estate investor herself.

Angela founded her firm, Simplify Wealth in 2015 and leads a team of 6, providing simple, authentic solutions to their clients, to solve their financial pain points and help them meet their goals. Angela is a passionate, results-oriented financial professional with a unique combination of technical expertise, interpersonal skills, and a proactive, “make things happen” approach.

Email her at [email protected] to get her free checklist of how to get your finances all organized.

In this episode, we talk about:

  • The importance of knowing what assets you have
  • How to stay organized
  • Why forming partnerships is important
  • Understanding the tax benefits of real estate
Moneeka Sawyer
 

Moneeka Sawyer is often described as one of the most blissful people you will ever meet.   She has been investing in Real Estate for over 20 years, so has been through all the different cycles of the market.  Still, she has turned $10,000 into over $5,000,000, working only 5-10 hours per MONTH with very little stress. While building her multi-million dollar business, she has traveled to over 55 countries, dances every single day, supports causes that are important to her, and spends lots of time with her husband of over 20 years. She is the international best-selling author of the multiple award-winning books "Choose Bliss: The Power and Practice of Joy and Contentment" and “Real Estate Investing for Women: Expert Conversations to Increase Wealth and Happiness the Blissful Way.” Moneeka has been featured on stages including Carnegie Hall and Nasdaq, radio, podcasts such as Achieve Your Goals with Hal Elrod,  and TV stations including ABC, CBS, FOX, and the CW, impacting over 150 million people.

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