In this episode of the Tax Smart REI Podcast, Thomas, Ryan, and Justin sit down with Austin Dean, a financial planner at Waystone Advisors specializing in real estate-focused financial planning.

With over 13 years of experience, Austin offers valuable insights into creating financial independence through strategic investments tailored to real estate investors.

Tune in to learn:

- Why real estate is a powerful tool for building wealth and achieving financial independence.

- How to use tools like securities-backed lines of credit and life insurance to leverage investments.

- The importance of diversification and creating a financial plan that aligns with your goals.

- How CPAs and financial planners can work together to maximize tax savings and investment strategies.

Whether you’re a real estate investor seeking to grow your portfolio or someone curious about alternative wealth-building strategies, this episode is for you.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

🗞️ Did you know IRS audits are on the rise?

Click HERE to Access the FREE IRS Checklist:

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Join the Tax Smart Insiders Community:

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Connect with Austin: https://waystoneadvisors.com/about/austin-dean/

Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli

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