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1193: Client Case Study: David Nelson on Self-Management, Fannie Mae & Freddie

  • Broadcast in Finance
J Hartman

J Hartman

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Jason Hartman and Adam start today's episode by answering a listener question from Amina, who wants to know what her options are after she maxes out her Fannie Mae and Freddie Mac loans. Surely there are options out there, but what are they?

Then Jason has a client case study with David Nelson, who, along with his wife, has amassed a real estate portfolio that has allowed her to retire early to focus on their holdings. David discusses how his cockiness led him into a bad deal, why continual education is important and where his journey is heading.

Key Takeaways:

[5:15] Listener Question from Amina: what do you do after you max out your Fannie Mae/Freddie Mac loans?

[10:34] If you're wanting to cruise to Grand Cayman, Jamaica and Cuba you need to sign up soon!

David Nelson Client Case Study:

[17:19] David started getting cocky investing in 2016 and didn't pay enough attention to his inspection

[20:24] Jason's group doesn't do any one off deals

[24:28] How self-management has gone for David so far

[29:18] When you combine education with action you can accomplish nearly anything

[33:01] Why being 80% in on one asset class isn't necessarily a mistake

Website:

www.JasonHartman.com/Cruise

www.JasonHartman.com/Ask

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