Episode Details

Have you ever been told you need to buy property to build wealth, but have never understood why? Jessica is joined by Rob Benson, a Mortgage Loan Advisor from Legacy Mutual Mortgage, to delve into the financial intricacies of real estate investments, specifically focusing on key tax strategies for property owners. They discuss the importance of creating a clear plan for clients, understanding the benefits of investment  properties (like rental properties), and how to utilize tax  common real estate tax write-offs and depreciation to maximize returns. 

From the importance of having a good CPA, to understanding the long-term benefits of real estate investment, Jessica and Rob open up the conversation and emphasize that anyone can be a homeowner with the right advice and planning.

Home Hack: Find your own CPA, Message Rob for his 6 Questions To Ask Your CPA

Contact Rob Benson: Mortgage Loan Advisor, Legacy Mutual Mortgage   
email: rob.benson@legacymutual.com
phone: (850) 860-2090

Produced by:  Emily Rodriguez Virtual Services LLC

Got a question for the show? Send it in & it just might be featured!

There’s no handbook to owning a home. That’s why Jessica Duncan with Duncan Real Estate Collective goes beyond the transaction to share tips to improve the homeowner experience.

Each week, the seasoned Gulf Coast realtor shares sound advice for smarter decisions in the areas of home maintenance, avoiding scams, refinancing, buying, selling, investing, increase your home value, downsizing, estate planning, Florida insurance, money saving hacks & building wealth.

Her area of expertise is the Florida panhandle including Pensacola, Gulf Breeze,Milton, Pace and Navarre. No matter what season of homeownership you’re in, Jessica Duncan Just my opinion is adulting made simple.

FB: https://www.facebook.com/jessicaduncanrealtor

IG: https://www.instagram.com/jessicaduncanteam/

YouTube: Just My Opinion Series