🚀 In this episode of the Cash Flow Authority podcast, host Chris Jansen sits down with wealth management expert Susan Jones to break down how real estate investors can move beyond chasing cash flow and start building sustainable, long-term wealth. From balance sheet strategy and tax planning to asset protection and succession planning, this conversation is packed with insights for investors at every stage.

🎧 Hosted by: Chris Jansen

👤 Guest:🏡 Susan Jones – Wealth Management Expert, Attorney & Financial Advisor

Susan W. Jones is a seasoned wealth management expert, attorney, and financial advisor with over 25 years of experience in tax, estate, and investment planning. She is the Managing Partner of Sorelle Wealth Partners, a fiduciary, fee-only firm specializing in personalized financial strategies for women navigating major life transitions. Susan’s background includes leadership roles in international law, national accounting, and a Top-100 Registered Investment Advisory firm.

💡 What You’ll Learn:

✔️ Why focusing only on cash flow can limit long-term wealth growth

✔️ How to build a strong balance sheet alongside real estate income

✔️ Common tax mistakes investors make (and how to avoid them)

✔️ The importance of asset protection and proper LLC structuring

✔️ How to create a long-term strategy, including exit and succession planning

🎵 Whether you're an investor, agent, or homebuyer, this episode offers valuable insights!

💼 Connect with Susan Jones:

🌐 Website → https://www.sorellewealthpartners.com/

🔗 LinkedIn → http://www.linkedin.com/in/susan-wofford-jones-j-d-cfp%C2%AE-cdfa%C2%AE-73942688

🎧 Follow Chris Jansen:

🌐 Website → https://theflowauthority.com/

📘 Facebook → https://www.facebook.com/flowauthority

📷 Instagram → https://www.instagram.com/theflowauthority/
📌 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

⭐ Produced by Icons of Real Estate - https://iconsofrealestate.com/