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239 Real Estate Roundtable
Kevin Tremmel
48 episodes
1 day ago
Welcome to the 239 Real Estate Roundtable Podcast, your essential guide to Southwest Florida homeownership. Hosted by Kevin Tremmel, a dynamic Real Estate Leader, this podcast features top professionals sharing insights on the local market, from home buying tips to navigating insurance, mortgages and maintenance. Join us for a streamlined approach to mastering the Southwest Florida real estate landscape and making informed decisions for your home. The 239 Real Estate Roundtable Podcast – your key to a rewarding homeownership journey.
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All content for 239 Real Estate Roundtable is the property of Kevin Tremmel and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to the 239 Real Estate Roundtable Podcast, your essential guide to Southwest Florida homeownership. Hosted by Kevin Tremmel, a dynamic Real Estate Leader, this podcast features top professionals sharing insights on the local market, from home buying tips to navigating insurance, mortgages and maintenance. Join us for a streamlined approach to mastering the Southwest Florida real estate landscape and making informed decisions for your home. The 239 Real Estate Roundtable Podcast – your key to a rewarding homeownership journey.
Show more...
Entrepreneurship
Business
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Advanced Estate & Wealth Strategies with Justin Baker - EP 41
239 Real Estate Roundtable
34 minutes 37 seconds
5 months ago
Advanced Estate & Wealth Strategies with Justin Baker - EP 41

Kevin interviews Justin Baker from Baker Wealth Strategies about protecting wealth through estate planning, trust structures, and tax strategies. Discover practical insights into how real estate investors can safeguard assets, plan for succession, and avoid costly mistakes in estate management. Essential listening for high-net-worth investors seeking tailored solutions.

🎧 Hosted by: Kevin

πŸŽ™ Guest: Justin Baker – General Counsel, Baker Wealth Strategies

Justin Baker is the General Counsel at Baker Wealth Strategies, a Houston-based wealth management firm serving clients nationwide. With over a decade of experience, Justin specializes in advanced estate, tax, and business planning for high-net-worth individuals and business owners. He is known for his ability to simplify complex legal issues, offering clear and actionable strategies. Prior to his career in wealth management, Justin served as an infantry officer in the U.S. Army and continues to serve as a Colonel in the Army Reserve. His disciplined approach combined with extensive legal expertise enables him to provide comprehensive financial solutions.

πŸ’‘ What You’ll Learn:

βœ”οΈ Importance of comprehensive estate planning

βœ”οΈ Trusts and LLCs for asset protection

βœ”οΈ Strategic use of life insurance

βœ”οΈ Pitfalls to avoid for real estate investors

πŸ“‡ Connect with Justin Baker:

🌐 Website β†’ https://www.bakerwealthstrategies.com/

πŸ“˜ Facebook β†’ https://www.facebook.com/bakerwealthstrategies

πŸŽ™ Follow Kevin Tremmel:

πŸ“˜ Facebook β†’ https://m.facebook.com/kevintremmelrealestate

πŸ“· Instagram β†’ https://www.instagram.com/kevintremmel_realestate/?hl=en

πŸ”— LinkedIn β†’ Β https://www.linkedin.com/in/kevin-tremmel-786078104/
πŸ”– Don’t Forget to LIKE πŸ‘, SUBSCRIBE πŸ”” & COMMENT πŸ’¬ Below!

⭐ Produced by Icons of Real Estate - https://iconsofrealestate.com/

239 Real Estate Roundtable
Welcome to the 239 Real Estate Roundtable Podcast, your essential guide to Southwest Florida homeownership. Hosted by Kevin Tremmel, a dynamic Real Estate Leader, this podcast features top professionals sharing insights on the local market, from home buying tips to navigating insurance, mortgages and maintenance. Join us for a streamlined approach to mastering the Southwest Florida real estate landscape and making informed decisions for your home. The 239 Real Estate Roundtable Podcast – your key to a rewarding homeownership journey.