From Traditional Financial Advisor to Passive Investor: | Bigger Pockets Video
Are you ready to unlock the secrets of passive investing and take control of your financial future? Join Jim Pfeifer and guest, Mark Kelley as Mark shares his insights on transitioning from an IT Executive to building wealth as a passive investor. Learn about top strategies for diversifying your portfolio, minimizing risks, and creating sustainable income streams—all without active day-to-day management.
In this video, you'll discover:
Why financial advisors are moving to passive investments
Key benefits and challenges of passive investing
Proven strategies for financial freedom through passive income
Tips for beginners on building a successful passive investment portfolio
Whether you’re a financial advisor looking for new avenues or an investor curious about passive income, this video is packed with valuable tips and real-world experiences. Hit subscribe and start your journey to smarter investing today!
Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.
00:00 Introduction to Podcast
00:59 Mark Kelly Introduction
01:37 When Mark Got Into Real Estate As An Investor
02:50 How Mark Decided To Get Into Passive/Real Estate Investing
08:07 How Mark Got Information On Syndication Deals
10:34 Sourcing Operators Without Knowledge
16:05 Managing Syndication Deals
24:22 Operator’s Experience In Syndication.
29:33 The Right Mentality In Investment Deals
36:09 Podcast Closes
