Client Story: Savings Strategy Of Her First Rental Property
episodePreviously titled “Ep 149 | How My Client Saved $12K to Buy Her First Rental Property” — renamed by the publisher on Aug 2, 2026
Wealthy After 40: Retirement Planning and Budgeting for Gen X
15 min
1 speaker
3 chapters
transcribed 1 month ago
Transcript
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Transcript generated automatically by AI and may contain errors.
How did my client go from feeling 'too late' to buying a rental in 6 months?
Maybe you've been telling yourself it's too late and I am unable to achieve what I want to achieve for retirement, but I want to show you that it's not. My client with the same perspective, the same thoughts was holding her keys to her first investment property six months sooner than she ever thought possible. So they can stop spinning their wheels and step boldly into their dream retirement. If you're feeling behind, don't worry. Continue listening to this podcast as well as be sure to grab your free guide, 5 Must Do Steps to Start Retirement Planning Now at elevatefinances.us backslash must do. And remember, let's make retirement possible together. Welcome to the episode. And like I said... Instead of just thinking it's too late, it's time to take action like my client.
I'm going to share with you what impacted her, how she was able to do it, all of the things. And because she invested in herself, she was able to buy her first investment property 12 months sooner than she anticipated. And it wasn't a quick decision. to invest in herself. She said, man, I waited four or five years because I was scared. I wasn't sure. I didn't know if it would help. And she's like, I really wished I wouldn't have waited. And the thing with this client of mine, she knew, she knew exactly what she wanted to achieve. She had a goal in mind. She knew some of the steps to get there, but the support system to get there, the managing her finances just wasn't coming together. Now, let me tell you a little bit about her.
But before I do, I want to remind you that I have my Make Retirement Possible Challenge. It's a four-day live challenge where I will show you how to create 90-day wins. Very similar to what I did with this client because she came to me with a goal.
What obstacles and mindset blocks were preventing her from starting real estate investing?
But if you head on over to elevatefinances.us backslash challenge, reserve your spot, small investment fee of $9. We'll spend four days together in helping you understand how to take what you know you want into actionable 90-day wins. All right, back to my client. She knew she wanted, her goal, 100 doors, so investment properties, by the time she was 50. Now, her first problem was she wasn't able to handle personal finances in such a way to create the momentum in moving ahead to this goal. While she had this goal, she wasn't sure how to create that financial foundation. Now, this is not somebody who was not intelligent, was not smart. She was running her own business, just had accrued over $100,000 in doing this.
She was a COO helping all sorts of businesses with their operations. She was a master. That was her skill. That was where her talents led her, but to actually work on her personal finances was There was a lot of struggles. And I wouldn't say it's because she didn't know what she needed to do. There was a lot that she was having to muddle through for different reasons. And so finally, her goal was she wanted to build wealth through real estate, but was feeling stuck. She did not even quite own her own home. So she's feeling stuck. She's like, you know, I've set that goal of 100. How am I going to ever get there? Her challenge was money felt messy. She didn't even know how to save or how to save enough. And most money decisions kept getting pushed off.
Again, she waited four or five years before she took the time to invest in herself. She did have a small belief that she might have missed her chance. But she was so strong, strong-willed, very strong in that I want to do this. She was not going to let that happen. That's when she decided to take a chance and invest in herself and hire me as her financial coach. When she came to me, I walked her through my process that I walk all clients through. We walk through the same things, but the results, the impact, they hit different at different times just because everybody is so different. Money is personal. What you're struggling with and how you view things are so different. But making sure that we can build a system that will support you is key.
So as I had gone through all of her numbers with her,
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Chapters
3 chaptersSpeakers
1 identifiedMore from Wealthy After 40: Retirement Planning and Budgeting for Gen X
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