In this episode, Amanda interviews Lisa Bianculli Hutter, a partner and client advisor at Iron Oak Wealth, who discusses her unique approach to financial advising. They explore several topics including real estate investing, short-term rental management, and the importance of having a financial plan. Lisa shares her experiences with property investments and details how she and her family manage their real estate portfolio, including a townhouse, a mountain chalet, and a commercial building. She emphasizes the value of understanding and planning for financial goals, citing her background in law and financial advising. The discussion covers different strategies for wealth management, including Delaware Statutory Trusts and using 401k money for business investments. Lisa also advises on how to choose a financial advisor, highlighting the importance of personal connection, understanding the advisor's process, and checking their regulatory history. Ultimately, the conversation centers on achieving financial freedom through strategic planning and mindful investing.
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