Abundance Mindset and creating wealth with Finance Professional Adam Morgan
In this episode of the Real Estate Talk Podcast, Joshua Britt and Robert Keilman welcome special guest Adam Morgan, a financial professional with Freedom Point. Adam provides some insights on financial planning; general tax planning; and addresses common mistakes people make with investing.
Chapters
0:00 Intro
1:00 Guest Introduction Adam Morgan, Financial Professional
3:01 Sponsor Message
3:15 First step in financial planning
9:32 How to Choose a Financial Professional
14:02 Common Mistakes People Make with Investing
24:22 Financial Planning During Lifecycle
45:12 Will AI Take Jobs of Financial Advisors?
50:15 What Type of Insurance for Financial Planning?
51:39 How to Increase Financial Literacy?
54:27 Common Tax Planning Strategies
56:08 Financial Advisor Career in the Future
58:24 Outro
Opinions expressed on the Real Estate Talk Podcast are of Joshua Britt and Robert Keilman's own based on experience obtained through working with numerous home buyer and seller clients as well as personal real estate investments.
Britt and Keilman are licensed real estate agents in the state of Virginia at Prodigy Realty. We operate throughout the Hampton Roads area of Virginia which includes Virginia Beach, Chesapeake, Norfolk, Portsmouth, Newport News, Hampton, Williamsburg, Suffolk, Yorktown, and the outlying areas of James City and York County.
We support Equal Opportunity Housing!
Keilman and Britt are retired U.S. Navy Veterans. Thank you to all who have served and continue to serve!
For business inquiries, email [email protected]
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