02. Integrating Real Estate Into Financial Plans with Alex Weiss CFP®

When it comes to buying property, most people think it’s as simple as securing a mortgage, signing paperwork, and getting the keys. But high-net-worth families need a more strategic approach—one that integrates real estate into their overall financial plan.

Are your advisors making sure you're covered or are they asleep at the switch?

In this episode of Making Cents, host John Napolitano CFP®, CPA, PFS, MST sits down with Alex Weiss CFP®, President of Napier Financial, to uncover the crucial but often overlooked aspects of real estate planning.

From how you title a property to creating alignment between your financial, tax, and legal considerations, they break down what it means to actually looks like to integrate real estate into your wealth strategy.

Here’s what you’ll take away from this episode:

• Why proper ownership matters and how placing a property in the right trust or entity can protect you and your family.
• How to help a child buy a home without unintended consequences and why co-signing a loan might not be the best move.
• The hidden risks of vacation homes and investment properties and how to structure ownership to avoid financial and legal pitfalls.

For high-net-worth families, the stakes are higher for real estate. Too often, real estate transactions happen without a second thought to the long-term impact on wealth preservation.

This episode will help you rethink your approach and make smarter, more strategic decisions for your financial future. Listen now to make sure every real estate move you make is working as hard as you do.

Key Links

• Making Cents Podcast – https://www.makingcentspod.com/ 
• Napier Financial –https://napierfinancial.com/
• John Napolitano’s LinkedIn - https://www.linkedin.com/in/johnpnapolitano/ 
• Thomas Schulte’s LinkedIn - https://www.linkedin.com/in/twschulte/

Advisor Representatives at Napier Financial are either 1) Advisor representatives of U.S. Financial Advisors, a registered investment advisor, or 2) Advisor representatives dually registered through U.S. Financial Advisors and Great Valley Advisor Group, registered investment advisors. Financial planning and investment advice is offered through U.S. Financial Advisors and/or Great Valley Advisor Group accordingly.

Podcast produced and distributed by Evergreen Financial Marketing https://www.evergreenfm.com/