The world of real estate can feel overwhelming. The rewards can be incredible, but it's a journey filled with highs and lows. Joining me is Student Loan Advisor Rebecca Baldauf, CPA, CCFC, and Senior Student Loan Advisor and partner in SLP Wealth Dan Rooker, CFP®, CSLP®. They're sharing their experiences with multifamily properties, I open up about my challenges with home renovations, and together we're getting real about real estate investment and why you shouldn't let student loans get in your way. You'll learn about savvy tax planning, investment strategies that can make a big difference, and what it takes to get Real Estate Professional Status. Whether you're already dipping your toes in the real estate waters or just real estate-curious, this episode is a fountain of insights, personal stories, and expert advice.

In today's episode, you'll find out:

• Key tax-saving strategies and depreciation tricks in real estate
• How to calculate property depreciation from the purchase price
• Why real estate taxes are different from other investments
• The impact of real estate investment on financial health and lifestyle
• How real estate influences income-driven repayment plans
• Why refinancing real estate in changing market conditions can be a smart move
• What Real Estate Professional Status is and how to get it
• When to use 1031 exchange to defer capital gains tax in real estate
• The good and the bad of investing in owner-occupied properties
• How passive real estate investments like REITs factor into taxes
• Why tax planning is crucial when renting out personal residences
• What bonus depreciation is and how it can help you build wealth

Links mentioned:

• BiggerPockets
• Coach Carson

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