You're closing deals, earning commissions, and building a real estate business…but is your money actually working for you?

Johnder Perez sits down with JoAnne Martin, CFP and CEO of The PREC Planners, to break down the financial planning strategies every real estate professional needs to know.

From deciding when (and whether) to incorporate a Personal Real Estate Corporation (PREC), to building corporate investment portfolios and avoiding costly CRA audits, JoAnne brings clarity to the complex world of real estate wealth management.

Whether you're in year one of your career or managing decades of retained earnings, this episode delivers the financial roadmap realtors need to stop leaving money on the table.

Listen For:

5:18 Why does financial planning matter for real estate agents — and when should it start?

10:06 What is a PREC and how do you know when you're truly ready to incorporate?

15:51 How can agents with existing PRECs use corporate investing to build their retirement?

18:43 What bookkeeping mistakes put incorporated agents at serious risk of CRA audits?

24:21 What hidden risks and missed opportunities do agents discover when they work with a CFP?

Connect with Guests:

JoAnne Martin, CFP, CEO and Lead Financial Planner | The PREC Planners

Website | LinkedIn | Instagram | Facebook | Email

Connect with Johnder Perez, Director of Technology and Marketing for RE/MAX Hallmark®

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Link to the podcast all of the platforms: https://pod.link/1815165993