030 | Investment Strategy Overview: Safe Plays to Bold Bets

Vital Strategies

What if you could turn your investments into a steady stream of passive income and secure your financial future, all while avoiding the long-term risks of bad strategy?

That's precisely what we'll be discussing with our guest, Carey Hilburn, Lead Financial Advisor at Vital Wealth. Carey is a powerhouse when it comes to client planning helping guide them towards their financial goals. Together, we dive into the four levels of investing, offering you actionable insights and strategies. We kick things off with building a brokerage account, where we uncover how to build equity, automate savings, and generate passive income. Then, we venture into real estate investing, weighing its pros and cons and identifying key metrics to secure the best deals.

Next, we discuss financial freedom, covering essential topics like passive income, lifestyle expense, and estate planning for ultimate peace of mind. Finally, we reach for the stars with moonshots—those thrilling, high-risk, high-reward investments. Carey breaks down the challenges, including liquidity issues, and emphasizes the importance of a long-term strategy. Don't miss this episode packed with invaluable insights from Carey Hilburn, designed to propel your investment journey to new heights with expert guidance from the Vital Wealth team.

Key Takeaways:

• Building Brokerage Dollars: Build equity, automate savings, manage risk, and create passive income.
• Real Estate Investing: Understand pros and cons, focus on key metrics, and find the right investments.
• Achieving Financial Freedom: Plan for retirement, assess lifestyle expense, pursue passion projects, and implement estate planning.
• Taking Moonshots: Embrace high-risk investments, address challenges, maintain a long-term strategy, and be ok with settling in for the long term.

Resources:

Visit www.vitalstrategies.com to download FREE resources

Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies

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Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/

Credits:

Sponsored by Vital Wealth

Music by Cephas

Audio, video, and show notes produced by Podcast Abundance

Research and copywriting by Victoria O'Brien