Episode 21: Financial Freedom with Courtney Dyer
Thinking Like a Bank
English - August 04, 2021 13:50 - 23 minutes - 22.2 MB - ★★★★★ - 41 ratingsEntrepreneurship Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In today's episode, Sarry Ibrahim is joined by Courtney Dyer, she is the Vice President of Private Bank at Zion Bank. Courtney has over 12 years of experience in the financial industry and specializes in helping clients achieve their financial goals. She works with the complex needs of high net worth clients with a focus on maintaining a strong relationship between the client and the bank. She helps clients analyze their current financial situation by reviewing their total assets, liabilities, and cash flow. Through this process, she advises clients on specific financial strategies to optimize achieving their short-term and long-term financial goals.
This episode talks about:
How to achieve financial goals on a larger scale, building wealth and achieving financial freedom.
How debt can be a good thing to help you build cash-flowing assets.
Understanding the BRRRR Method in real estate.
What is the best way to find good value properties?
What are collateralized assets?
What two main aspects of a loan/mortgage application does an underwriter examine to determine if lender guidelines are being met?
The importance of working with an experienced advisor
To connect with Courtney Dyer:
Check out Financially Free Journey online to subscribe to the Podcast Make sure to follow Courtney on Instagram!
Courtney’s LinkedIn profile:https://www.linkedin.com/in/courtney-dyer-4b551089/
To learn more about Infinite Banking and how you can use it with real estate investment, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here: