• Episode 03: Wealth-Building Strategies Beyond Traditional Financial Advice

  • 2024/11/13
  • 再生時間： 48 分
  • ポッドキャスト

Episode 03: Wealth-Building Strategies Beyond Traditional Financial Advice

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  • Wealth-Building Strategies Beyond Traditional Financial Advice Welcome to Episode 003 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Freddie Rappina and discusses wealth-building and cash flow. Freddie Rappina is a Financial Advisor and a Chartered Financial Consultant as well as an Accredited Investment Fiduciary™ who founded Opta Financial. Freddie helps clients examine their current financial situation, financial goals, completes a financial analysis, provides recommendations, implements and reviews plans for clients. Here are some highlights from this week’s show: • Freddie emphasizes the importance of leveraging investments in real estate and businesses to generate cash flow and accelerate wealth accumulation. • Instead of solely focusing on accumulating savings, Freddie recommends prioritizing cash flow. • Freddie's analogy of checkers versus chess highlights the need to adopt a mindset that aligns with wealth-building strategies used by the affluent. Connect with Freddie: Website: http://playingthewealthgame.com Website: http://optafinancial.com Facebook: https://facebook.com/OptaFinancial LinkedIn: https://www.linkedin.com/company/opta-financial Connect with Roger: Website: https://www.sterlingfoundations.com Facebook: https://www.facebook.com/sterlingfoundations/ Twitter: https://x.com/SterlingFndMgt?mx=2 LinkedIn: https://www.linkedin.com/company/sterling-foundation-management-llc/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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あらすじ・解説

Wealth-Building Strategies Beyond Traditional Financial Advice Welcome to Episode 003 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Freddie Rappina and discusses wealth-building and cash flow. Freddie Rappina is a Financial Advisor and a Chartered Financial Consultant as well as an Accredited Investment Fiduciary™ who founded Opta Financial. Freddie helps clients examine their current financial situation, financial goals, completes a financial analysis, provides recommendations, implements and reviews plans for clients. Here are some highlights from this week’s show: • Freddie emphasizes the importance of leveraging investments in real estate and businesses to generate cash flow and accelerate wealth accumulation. • Instead of solely focusing on accumulating savings, Freddie recommends prioritizing cash flow. • Freddie's analogy of checkers versus chess highlights the need to adopt a mindset that aligns with wealth-building strategies used by the affluent. Connect with Freddie: Website: http://playingthewealthgame.com Website: http://optafinancial.com Facebook: https://facebook.com/OptaFinancial LinkedIn: https://www.linkedin.com/company/opta-financial Connect with Roger: Website: https://www.sterlingfoundations.com Facebook: https://www.facebook.com/sterlingfoundations/ Twitter: https://x.com/SterlingFndMgt?mx=2 LinkedIn: https://www.linkedin.com/company/sterling-foundation-management-llc/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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