May 20, 2022

Eunisia Peret, a financial expert and business owner, joins the show again to share her investment philosophy and background. As the CEO and Founder of the Empowered Financial Planner, she tells us about her career path, which transitioned from strategy consulting to wealth planning after she became interested in real estate as an investment. Eunisia discusses how real estate can be a great addition to an investor's portfolio, and how her experience working with families and businesses has taught her that many people are interested in learning more about real estate investments.

[00:01 - 08:06] Opening Segment

• Introducing Eunicia to the show
• • Her investment philosophy 
  • Background
• Starting with wealth optimization strategies before investing in real estate

[08:07 - 23:53] Fractionalized Real Estate Investing

• Fractionalized real estate investing

• • Potential for high income
  • Ability to keep properties without having to sell them
• Eunicia shares some tips about real estate and finances
• • Being creative to minimize taxes
  • Asking questions to determine if a financial planner is right for you

[23:54 - 27:33] Closing Segment

• The difference between everybody else and the wealthy
• Final words
• See links below to connect with Eunicia

Quotes:

"It's been said that success is 80% mindset and 20% strategy." - Eunicia Peret

"The wealthy have their own teams that are managing their money. They don't just go to the nearest investment banker or investment institution to say, ‘hey, here's my pot of money. Please manage it for me." - Eunicia Peret

You can connect with Eunicia through LinkedIn, Instagram, Facebook, Youtube, or you can visit www.empoweredfinancialplanner.com

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Visit my website www.luxe-cap.com or my Youtube channel

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