Definition Of A Successful Retirement with Jonathan Heagle
Capital Gains Tax Solutions Podcast · Brett Swarts
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Show Notes
Jonathan founded Mountain Vista in 2017 with the objective of improving the access to quality financial advice for clients of varying asset levels. With 16 years of experience as a proprietary trader and portfolio manager at prestigious financial firms prior to founding Mountain Vista, Jonathan is uniquely positioned to help his clients develop and execute customized solutions to their financial needs.
In our conversation, we discussed:
- Definition of Building a Successful Retirement.
- Alternative investments for Real Estate.
- Corrections on High Valuations on Real Estate.
- Institutionalization of the Single-Family Rental Market.
Connect with Jonathan Heagle:
https://capitalgainstaxsolutions.com/definition-of-a-successful-retirement-with-jonathan-heagle/
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