About this episode

The episode discusses the transition of a great investment into a poor allocation and explores the concept of an accidental real estate plan.

In this episode Jeff and Brian discuss when a great investment becomes a poor allocation and the accidental real estate plan.

People in this episode

Host: Brian Evans

Guest: Jeff

Topics covered

• investment allocation
• real estate
• financial planning
• wealth management
• investment strategy

Keywords

• investment
• allocation
• real estate plan
• financial strategy
• wealth growth

Mentioned in this episode

Organizations: Madrona Financial Services

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