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How Financial Planning Helps You In The Future | Featuring Daniel Hoffman
Manage episode 438435324 series 3560986
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In this engaging podcast episode, host Aaron Hale converses with guest Daniel Hoffman, delving into Hoffman's diverse journey from his military service to his career in financial and real estate advising. Hoffman recounts his time in the Navy, including his experiences in Germany and his ambition to pursue a PhD while serving. Transitioning from the military, he ventured into financial planning, offering insights into his role as a financial coach and broker. Hoffman discusses his approach to financial advising, including his unique pricing model and the importance of tailoring services to clients' specific needs.
The conversation shifts to real estate as Hoffman explains his motivations for transitioning into this field, particularly highlighting the significance of tax considerations. He elaborates on his process for selecting real estate deals and the strategies he employs to manage risk effectively. Aaron Hale adds his perspective on why he moved into real estate, and both hosts explore how financial advisors often specialize in various niches. The episode provides valuable insights into the interplay between military experience, financial planning, and real estate, offering listeners a comprehensive view of Hoffman's multifaceted career.
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