Join us on this episode of Keeping it Real Estate with Chris and Collin as we talk with our guest Andrew Hunt, Partner at Hiley Hunt Wealth Management, is a seasoned financial advisor specializing in asset allocation, investment management, estate planning, and tax strategy.
With a background in accounting and an MBA from the University of Nebraska at Omaha, he holds a Certificate in Financial Planning from Boston University and is a CERTIFIED FINANCIAL PLANNER.
Andrew is recognized for his expertise in personal finance and regularly conducts workshops on investing and behavioral finance. He's also a dedicated community member, residing in Omaha with his wife Liz and actively involved in organizations like the Omaha Street School and Lifegate Church.
TIMECODES
0:00 Episode Introduction
2:53 Intro
3:05 Andrew Introduction
4:49 Looking Outside the Stock Market
12:09 Suggesting Real Estate
14:08 Assessing the Clients
17:05 Andrews Background
22:52 Importance of a Life Team
24:57 Correcting Mistakes
29:16 When to make Payments
35:03 Middle Class Expenses
37:20 Alternative Investments
47:50 What Creates a Successful Owner
51:24 Looking for Opportunities
54:09 Income
59:12 Public Securities
1:03:21 Real Estate
1:07:19 Alternatives
1:09:32 Outro
With a background in accounting and an MBA from the University of Nebraska at Omaha, he holds a Certificate in Financial Planning from Boston University and is a CERTIFIED FINANCIAL PLANNER.
Andrew is recognized for his expertise in personal finance and regularly conducts workshops on investing and behavioral finance. He's also a dedicated community member, residing in Omaha with his wife Liz and actively involved in organizations like the Omaha Street School and Lifegate Church.
TIMECODES
0:00 Episode Introduction
2:53 Intro
3:05 Andrew Introduction
4:49 Looking Outside the Stock Market
12:09 Suggesting Real Estate
14:08 Assessing the Clients
17:05 Andrews Background
22:52 Importance of a Life Team
24:57 Correcting Mistakes
29:16 When to make Payments
35:03 Middle Class Expenses
37:20 Alternative Investments
47:50 What Creates a Successful Owner
51:24 Looking for Opportunities
54:09 Income
59:12 Public Securities
1:03:21 Real Estate
1:07:19 Alternatives
1:09:32 Outro
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