In this episode of the REI Hacker Podcast, we sit down with Stephen Peterson, Founder & Managing Partner at Elevate Financial Partners, and Jason Rotman, Estate Planner at Elevate Financial Partners.
With over 30 years of combined experience in the financial planning industry, these two industry veterans share their fascinating backgrounds and how they got started in the world of finance.
🔍 What You'll Learn:
- Industry Insights: Dive into over 30 years of combined experience in financial planning and discover how these experts started their careers.
- Investor Mindset: Learn foundational principles from top investors and understand the strategies they use to succeed in the financial world.
- Wealth Creation: Learn how it's possible to leverage the infinite banking strategy to grow your wealth and take advantage of tax free income generation and estate planning for the future.
Want to talk with Stephen and Jason? Set up a call here: www.elevatefin...
💻 Whether you're a seasoned financial professional or just starting out, this episode of the REI Hacker Podcast is a must-listen. Tune in to hear Stephen and Jason's insights on the financial planning industry, and gain valuable tips and strategies to help grow your own wealth and investment portfolio.
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Connect with Stephen for Expert Insights on Financial Planning and Wealth Management. Stay Updated with His Latest Strategies to Elevate Your Financial Future!
Want to talk with Stephen and Jason? Set up a call here: www.elevatefin...
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