Alternative Investments Made Accessible | The Mills Knows Bills Podcast Episode 57
Welcome to Season 7 of The Mills Knows Bills Podcast! Host Mills Bender, founder and current CEO of MKB, discusses strategies for business owners and variable income earners to manage their finances effectively.
Join Mills in this episode as she sits down with Sean Casper, a seasoned real estate professional and partner at Coastal Investment Company, a private real estate investment firm. Sean shares his journey from starting in residential real estate during the recession to managing 3000 agents at Compass, and now helping investors grow their portfolios through alternative investments. The conversation covers the benefits of diversifying into assets like multifamily, self-storage, and growth equity, the advantages of investing through firms like Coastal versus traditional stock portfolios, and how smart tax strategies can optimize returns. Whether you're a business owner planning an exit or simply looking to diversify your investments, this episode is packed with valuable insights on maximizing wealth through real estate and alternative investments.
To connect with Sean and Coastal:
Website: https://www.investwithcoastal.com/
Instagram: https://www.instagram.com/investwithcoastal/
Don't forget to subscribe on YouTube for the latest podcast episodes and more from @mkbcfo
Do you have your own financial questions for MKB? Please visit:
Website: https://mkbcfo.com
Instagram: https://www.instagram.com/mkb_cfo/
Facebook: https://www.facebook.com/mkbcfo
LinkedIn: https://www.linkedin.com/company/mkbcfo
00:00 Welcome and Guest Introduction
00:57 Sean's Background in Real Estate
03:36 Transition to Coastal
07:01 What is Coastal?
09:15 Investment Strategies and Returns
24:07 Tax Benefits and Strategies
29:49 Getting Started with Coastal
32:17 Conclusion and Contact Information
#millsknowsbills #mkb #financialpodcast #fractionalcfo #alternativeinvestments #realestate #realestateinvesting #businessfinance #businessowner
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