How The Right Financial Advisor Can Help You Grow And Preserve Your Wealth

Prosperity Through Multifamily Real Estate Investing

Brian Kasal is the CEO and founder of Four Star Wealth Advisors, an SEC registered investment firm headquartered in Chicago. Brian holds an MBA from the University of Chicago's Booth School of Business and has been a guest lecturer for their MBA program.

Brian has been a member of the Portfolio Management Institute, PMI, as well as a senior portfolio managing director and senior vice president of Morgan Stanley. Brian has also served clients at PaineWebber, Lehman Brothers and, for 15 years, at William Blair and Company as a senior principal in the private client portfolio management group.

For today’s episode we will cover:

[00:00 - 6:15] Opening Segment.

• Getting to know Brian Kasal.
• How the independent space has more freedom for investments.

[6:15 - 13:39] Alternative vehicles to multiply your portfolio.

• Paying attention to historical trends to guide your investment decisions.
• Why you should figure out what matters to you.

[13:39 - 18:22] Letting the market tell you the truth.

• Making better financial decisions by looking at market trends.
• Having an advisor to make sure you make sound decisions.
• The advantage of small investment advisors..

[18:22 - 23:22] The advantages of working with the investor advisor space.

• Why you should choose the independent brokers.
• The importance of transparency.
• Spending more time with your investor.

[23:22 - 31:53] The client-broker relationship.

• Doubling down on the importance of having a back up plan.
• Why you shouldn’t keep looking at your portfolio.
• Having a trusted advisor to change your life.
• The most powerful money you could ever have.

[31:53 - 37:57] How advisers protect the investors.

• Brian discusses the available models at Fourstar.
• Benefits of having a reliable system.
• Being ready for the worst case scenario.

[37:57 - 41:44] Looking at the different strategies.

• The metrics that you should track often.
• Having a plan to not make rushed decisions.

[41:44 - 43:48] Closing segment

• Final words from everyone.

Tweetable Quotes:

If you set a plan in place, you don’t need to look at it everyday. The guy that looks at his portfolio everyday… could drive themselves crazy. If you really have a plan that’s long term, why are you looking at your phone every second of the day, worrying about what that stock is doing? - Brian Kasal
If we don’t plan, we will fail. So you have to have a plan in advance - Brian Kasal

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

• Cody on LinkedIn, Facebook, and Instagram
• John on LinkedIn and Facebook
• Brian on LinkedIn and Facebook