December 11, 2023

Developing Your Unique Investing Strategy with David Zapata - Episode 16

34 minutes

In today's episode of Beat The Banks, Kyle is joined again by fellow agent David Zapata where they delve into the fundamentals of wealth building and explore the world of investing and how unique it is to each individual. While the foundation for wealth building remains the same, the conversation around investing can be wildly different for each individual. Join Kyle and David as they navigate through the diverse visions for financial freedom and explore how investing can be a unique and personalized journey for each of us.

Highlights 02:33 The power and impact of money on realizing personal ideals and dreams, and how it is interconnected with all aspects of life 09:55 The process of setting a target and working backwards to achieve financial freedom 14:31 Importance of investing in oneself based on alignment, interest, focus, and expertise 19:40 Different midterm investments that can generate cash flow and create value for the investing individual or family over the course of one to 30 years 23:31 How some investments can ultimately create more hassle and noise than they're worth 25:13 Designing investing strategies to specifically minimize noise 26:48 How an individual's position or role in an investment opportunity 29:21 The overall advantages of having a clearly defined investment strategy that aligns with an individual's unique lifestyle and long-term financial goals

Episode Resources