In this episode, personal finance expert Brennan Schlagbaum, CPA, dives deep into effective strategies for managing personal finances, especially tailored for real estate investors at all stages of their careers. Whether you're just starting out or an experienced investor, understanding and managing your finances is crucial for long-term success and achieving true financial freedom.

KEY TAKEAWAYS

• Why setting a personal financial goal for investments is crucial

• The pitfalls of scaling a business without a clear financial goal

• How to create an automated financial plan

• Detailed steps to automate your finances

• Investment diversification strategies outside real estate

RESOURCES/LINKS MENTIONED

• The Roadmap to Financial Freedom by Brennan Schlagbaum | Kindle and Hardcover

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TWEETABLES

• “You have to learn to place much value on the journey, what you're learning, and who you're becoming on your way to a particular goal.” - Brennan Schlagbaum, CPA

• “Personal finances is so critical to your overall success and to freedom.” - Alex Pardo

ABOUT BRENNAN SCHLAGBAUM, CPA

Brennan Schlagbaum is a 32-year-old CPA from Dallas, TX, dedicated to helping others achieve financial freedom through his platform, @budgetdog. He focuses on educating people to manage their finances better and avoid common pitfalls. Brennan's goal is to redefine the norms of financial health and demonstrate that achieving financial freedom is possible for everyone. His mission is to empower millions, assuring them that even small steps can lead to significant financial success.

CONNECT WITH BRENNAN

• Website: Budgetdog