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On to this week’s show, we have old friend Kathleen Van Den Berg
Kathleen van den Berg, MBA, CLU, CFP. I think she’s great because she’s one of the few Certified Financial Planners who recommends owning real estate and she owns a fair amount of real estate too. I invited Kathleen to return to the show asking her to share what lessons she’s sharing with her financial planning clients.
Kathleen’s bio:
I have the best job in the world ... and I have a ton of fun doing it.I specialize in working with individuals and families to improve their monthly cash flow and build significantly greater wealth compared to their current approach.Unlike most other wealth strategists, I include real estate strategies as one of the 6 key components in clients' wealth building plans.I implement a 6 step wealth strategy system with clients and routinely am able to create over a million dollars of additional income in retirement.
By Erwin Szeto3.5
44 ratings
On to this week’s show, we have old friend Kathleen Van Den Berg
Kathleen van den Berg, MBA, CLU, CFP. I think she’s great because she’s one of the few Certified Financial Planners who recommends owning real estate and she owns a fair amount of real estate too. I invited Kathleen to return to the show asking her to share what lessons she’s sharing with her financial planning clients.
Kathleen’s bio:
I have the best job in the world ... and I have a ton of fun doing it.I specialize in working with individuals and families to improve their monthly cash flow and build significantly greater wealth compared to their current approach.Unlike most other wealth strategists, I include real estate strategies as one of the 6 key components in clients' wealth building plans.I implement a 6 step wealth strategy system with clients and routinely am able to create over a million dollars of additional income in retirement.

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