143. How Much Should I Have in Real Estate vs. Investments?
How Much Should I Have in Real Estate vs. Investments?
Episode Description:
Real estate or stock market?
It’s one of the biggest debates in the world of wealth building — and everyone’s got an opinion.
In this episode, we break down the real conversation high-income earners should be having:
What’s the right balance between real estate and traditional investments — for your goals, cash flow, and lifestyle?
You’ll hear:
✅ The pros and cons of both real estate and market investments
✅ When real estate actually becomes passive income
✅ How to use real estate for tax strategy (without over-leveraging)
✅ Why liquid investments still matter — even if you love tangible assets
✅ The decision-making framework we use with clients to strike the right balance
Whether you own rental properties, investments, or are trying to decide if real estate is your next move — this episode will give you the clarity to align your asset mix with your long-term plan.
📌 Links & Resources:
- Ready to build a wealth plan that blends real estate and investments?
- Got questions about your current portfolio mix?
👉 DM me on Instagram @thefitfinancial_
🔁 Share This Episode:
Know someone who’s all-in on real estate… or hasn’t touched it yet?
Send them this episode for a balanced take on building sustainable wealth.