E013: Learning Financial Mastery with Mary Pat and Brian Kling

<p>Mary Pat and Brian Kling are shifting from a situation where they are both actively generating income in an "active" way to more of a passive income strategy.</p> <p>Mary Pat is a realtor with Keller Williams and a professional coach, and Brian is the owner of a water treatment business who has been an entrepreneur his whole career. Brian is currently in the middle of a buyout, which he hopes to be completed by the end of 2022. His exit strategy to get out by the end of 2022 has been in play so it has been a five-year plan.</p> <p><a href="https://www.linkedin.com/company/accountable-equity"><u>Accountable Equity</u></a> has opened their eyes to the opportunities to do things other than the traditional means available such as investing in stocks. Eight years after taking the financial mastery course, they have been walking down this to growth and success.</p> <p><strong>Here’s what we talked about:</strong></p> <ul> <li>How to shift gears from active income to passive income<br> </li> <li>Their real estate investing background<br> </li> <li>Creating an income tracker spreadsheet<br> </li> <li>The value of sharing the models of life success with young people<br> </li> <li>Why they feel confident in investing with Renault<br> </li> <li>The power of syndication<br> </li> </ul> <p><strong>Episode Highlights:</strong></p> <p><strong>How to Shift From Active Income to Passive Income</strong></p> <p>It’s important that we’re able to direct our lives versus just letting things direct us. And it takes awareness to be able to do that. Unfortunately, sometimes in life, we just get so busy that we don't even realize there's another way. Therefore, you have to find avenues and seek opportunities, primarily through research and educating yourself.</p> <p>Even, sometimes, just the word investing can be very intimidating. And yet, being able to create income for your future that you're not working consistently day in and day out for, and it's passive, or horizontal, is a gift for every single person that can give th