On this episode of The Hustle, Ben talks to Chad Shaw. Chad is a financial advisor and founding partner of MST Financial, based out of Newport Beach, CA. He and his team approach wealth management by taking a comprehensive and integrated look at their client’s balance sheets, cash flow, investment strategies, risk mitigation strategies, estate planning, and tax strategies. Having personally held over 7,000 meetings ranging from broke to billionaires, Chad has thoroughly researched and observed what it takes to truly be elite when it comes to building, maintaining, and transferring wealth over sustained periods of time. He is often brought in as a specialist to develop or enhance financial plans for clients with privately held business interests, real estate investors and developers, and tax-sensitive individuals. His personal philosophy is that to be above average at anything, one must be willing to think and act differently from the average. Chad is a Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, and Accredited Estate Planner
JF1259: Putting Together A Financial Plan As A Real Estate Investor with Chad Shaw
Best Real Estate Investing Advice Ever
Chad is here as a financial planner to very high net worth individuals, to tell us how to plan our financial future. As real estate investors our path can be different than a W2 worker. Chad has helped a lot of investors make financial plans so have pen and paper ready for this one! If you enjoyed today’s episode remember to subscribe in iTunes and leave us a review! Best Ever Tweet: “Be growth oriented with a focus of income” - Chad Shaw Chad Shaw Background: -Founding partner of MST Financial Wealth Management and Insurance Services -Qualifying member of the Million Dollar Round Table, the premier association of financial professionals -An investment advisor and broker, working closely with real estate investors -His team of five financial advisor partners offer high quality investment, tax, insurance & wealth management advice -Say hi to him at http://chadshaw.nm.com/ -Based in Orange County, California -Best Ever Book: Principles by Ray Dalio Made Possible Because of Our Best Ever Sponsors:Are you looking for a way to increase your overall profits by reducing your loan payments to the bank?Patch of Land offers a fix-and-flip loan program that ONLY charges interest on the funds that have been disbursed, which can result in thousands of dollars in savings.Before securing financing for your next fix-and-flip project, Best Ever Listeners you must download your free white paper at patchofland.com/joefairless to find out how Patch of Land’s fix and flip program can positively impact your investment strategy and save you money.