CAPitalizing Your Finances & Financial Literacy with Chris Panagiotu - Episode #271

In The Lab with Ruben Kanya

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Join us in the lab and let’s dive into the captivating journey of Christopher A. Panagiotu, author, financial specialist, and host of the CAPitalize Your Finances Podcast.

From a young age, Chris was immersed in the world of investing, igniting a passion that would shape his future endeavors. With an internship at UBS during his college years and a brief stint at Morgan Stanley, Chris quickly realized that his path lay elsewhere. It wasn't until he found his home at Lucia Capital Group in 2015 that his true journey began.

In this episode, Chris delves into a myriad of topics, from exploring retirement and financial literacy alongside industry experts to sharing invaluable insights on navigating the ever-evolving financial market. With a keen eye for opportunity, Chris discusses his approach to building a robust foundation in investing and maximizing profits in the real estate market.

Throughout the conversation, Chris shares his wisdom on understanding "Gap money," the significance of individual stocks in investment strategies, and the role of real estate in retirement planning. Drawing from his vast experience, he highlights the importance of checklists in financial planning and sheds light on the blind spots that individuals often overlook.

If you're looking to unlock the secrets of financial literacy and success, this episode is for you. Tune in now and discover the keys to capitalizing on your financial future !

HIGHLIGHTS OF THE EPISODE:

09:18 Chris talks about the importance of having a strong core framework in investing

02:04 Chris talks about Gap money and capitalizing on your expenses

KEEPING IT REAL:

04:09 Exploring retirement and financial literacy with successful entrepreneurs and experts

05:01 Journey into investing and ownership

10:02 The importance of a strong foundation in investing

15:02 Adapting to the ever-changing financial market

20:02 Understanding "Gap money" and its impact on business success

25:02 Using business knowledge to help others

30:00 Maximizing profits in the real estate market

35:01 Investing strategies and the importance of understanding individual stocks

40:00 Approach to working with clients and their thoughts on real estate as a retirement strategy

45:01 Perspective on real estate and businesses

50:00 Investment strategies and the importance of checklists

55:01 The importance of understanding blind spots in financial planning and future plans for the Capitalized brand

1:00:23 We are OUT!

CONNECT WITH THE GUEST

Website: https://capitalizeyourfinances.com/

Linkedin: https://www.linkedin.com/in/christopher-panagiotu-cfp%C2%AE-crps%C2%AE-13a573176/

Instagram: https://www.instagram.com/capincapitalize/

Linktree: https://linktr.ee/capitalizeyourfinances

Podcast: https://capitalizepodcast.com/

#FinancialLiteracy #InvestmentInsights #WealthBuildingWisdom #FinancialEmpowerment