Building Personal Wealth Through Financial Planning and Real Estate [Video]

In this episode, Amanda McMillan, a seasoned real estate agent, sits down with Dan Tresemer, founding partner of OnPath Financial and a Certified Financial Planner (CFP), to explore strategies for building wealth through real estate investments.

Dan, with his extensive experience in financial planning, shares invaluable insights on how to make your money work for you. They delve into the importance of having a skilled financial planner to guide your financial decisions, emphasizing that both real estate and financial planning require a consultative approach, deep knowledge, and experience to navigate the complexities of their respective fields.

Key Highlights:

The importance of consultative guidance in financial planning and real estate.
How knowledge and experience play crucial roles in navigating market roller coasters.
The concept of “failing forward” and learning from adversities.
The power of leveraging mortgages to build a diversified real estate portfolio.
Addressing the misconception that financial planning is only for those who have “enough” wealth.
Dan and Amanda also touch on the significance of having a team of professionals, including realtors, financial advisors, CPAs, and mortgage brokers, all working together for the client’s best interests.

If you’re looking to enhance your wealth-building strategies through real estate and want to learn from experts in both real estate and financial planning, this episode is a must-watch!

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CONNECT WITH CHICAGO HOME PARTNER:
Amanda McMillan, Chicago Home Partner
📧 [email protected]
☎️ 773.537.1300

🟦 About

Are you a first-time homebuyer, home owner or real estate investor in Chicago?

Subscribe to our channel to gain insight into current Chicago market trends, local topics impacting home values, financing and the ability to make SMART real estate decisions.

As the #1 producing agent in the @properties Bucktown, Amanda is truly an expert in Chicago real estate. A data junkie, Amanda studies local, national and financial markets to position herself as both an educator and ally to Chicago’s home buyers and home sellers.

CHICAGO REAL ESTATE ACCOLADES:
– $50M+ in closed volume annually
– Consistently ranked among the Top 1% of Chicago Realtors for volume & transactions
– 200+ 5 star reviews on Zillow, Google and Yelp

In addition to Chicagoland, Amanda’s affiliation with Christie’s International Real Estate allows her to provide assistance across the globe. Whether luxury services, first time buyers/sellers, or investors, Amanda’s experience and guidance is unmatched.

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