Welcome to REI for Spill, Fast Track to Riches! In this episode, Sanjay Hegde sits down with Jyoti Shirahatti, a financial educator based in the Chicago area who has dedicated her career to helping families navigate the complexities of personal finance and secure their financial futures.
Our host, Sanjay Hegde, explores Jyoti's insights and expertise, highlighting:
▶️ Retirement Planning: Jyoti discusses the importance of starting retirement planning early and explains how to create a sustainable lifetime income through various investment vehicles.
▶️ Investment Strategies: Discover the benefits of diversifying investment portfolios, including real estate, annuities, and stocks, and the importance of consulting with financial advisors.
▶️ Tax Education: Jyoti shares tax-saving strategies, such as 1031 exchanges and charitable trusts, and emphasizes the need to understand tax implications to maximize savings.
▶️ Personal Finance Education: Jyoti's journey into financial education and her passion for helping others make informed financial decisions, from retirement planning to college funds.
▶️ Tailored Financial Solutions: Learn how Jyoti provides personalized financial plans that cater to individual needs and situations, ensuring a secure financial future.
This episode offers valuable insights from Jyoti Shirahatti on building a strong financial foundation, highlighting her dedication to educating and guiding families toward financial security.
Jyoti's expertise is a testament to the importance of financial literacy and strategic planning in achieving long-term financial goals. Whether you're starting your financial journey or looking to enhance your financial strategy, this episode is packed with actionable advice and tips.
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Connect with Jyoti Shirahatti: https://bit.ly/4bsIfRJ
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