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What if the path you’ve been told is secure is actually holding you back from true financial freedom?

Today, I sit down with Katherine Langevin, a former CPA who walked away from corporate life to build wealth on her own terms. She breaks down the mindset changes, financial strategies, and bold moves that helped her transition from employee to investor—proving that security doesn’t come from a paycheck, but from ownership and smart financial decisions.

Kat shares the real reason high-income earners still struggle financially, the moment she realized her career wasn’t leading to freedom, and the exact steps she took to escape the cycle. We dive into the biggest money leaks draining real estate profits, why bad bookkeeping can quietly kill your business, and how to take control of your finances like a true wealth builder.

If you’re ready to stop trading time for money and start creating lasting wealth, this episode is for you. Press play now and take the first step toward financial freedom!

KEY POINTS: 

- Kat's transition from CPA to a real estate investor

- The importance of good bookkeeping 

- Client story examples like utility bill transfers

- Some benefits of good bookkeeping 

- Kat’s journey to becoming a CPA and experiences 

- The 10-year plan, midlife crisis, and first investment property 

- Financial planning on real estate and Kat’s IVF journey

- Balancing life as a mom and real estate investor 

- Kat’s advice to aspiring real estate investors 

QUOTES: 

“You're gonna make money later. You can always make money in real estate.” – Katherine Langevin 

“When you go to a school for accounting, they don't educate you on budgeting, they don't educate you on investing. That's not it is really, how do you do numbers like, plus, how to do a balance sheet, how to do a like, a profit and loss?” – Katherine Langevin 

“It's really important to know also keeping a tab on, ideally, your property should improving.” – Katherine Langevin 

[INVESTOR ROADMAP] Ready to take control of your future? Discover your personalized real estate strategy with our Investor Roadmap Quiz. Start Your Quiz Now and map out your path to success!

[RESOURCE] Ready to enhance your child’s learning at home? Here are the homeschool activities for your kids! 

[FB GROUP] Loving the podcast and want to engage more with me and our incredible guests? Join the Owning It and Living It Facebook group! It’s where you’ll find real estate tips, expert guidance, and a community of investors to support you. Join today and let’s level up your real estate journey!  

GUEST RESOURCES: 

Katherine Langevin

IG | @kat.invests 

Website | beyondjustnumbers.com

RESOURCES: 

Erika Brown

IG: @erikabrowninvestor

LinkedIn: @erika brown

Wealth Within Reach is produced by EPYC Media Network