Scaling from 1 to 32 Rentals in One Year With Whole Life Insurance | Katie Bargetto
Jan 25, 2024
EPISODE 446: Are you struggling to scale your real estate investments? Or maybe you’re just looking for a way to boost your cash flow?
Here’s a strategy that will turn your portfolio around!
This week’s episode of The Real Estate InvestHER Show features Katie Bargetto, a seasoned real estate investor with over a decade of experience. Her diverse portfolio spans single-family homes, small apartments, medium-term rentals, and even syndications.
Katie is here to share what became a real game-changer in her journey: overfunded whole life insurance. This strategy transformed her approach to investing and inspired her to start Axiom Wealth Solutions, a financial coaching consultancy.
Katie explains how this approach has been crucial to scaling her number of rentals, offering practical advice and valuable insights for investors at any stage.
Whether you're just starting or looking to expand your existing portfolio, Katie's story is a testament to thinking outside the box and using innovative tools to achieve financial freedom.
Ready to revolutionize your investment strategy?
Tune in and learn how whole life insurance can be the key to unlocking your real estate investment potential.
Key Takeaways:
Introduction (00:00)
Meet Katie Bargetto (00:38)
All about overfunded whole life insurance (06:01)
Combining life insurance with real estate (13:29)
Whole life insurance vs. traditional savings accounts (20:36)
Drawbacks of whole life insurance (22:50)
Real estate strategies (25:52)
Our fabulous three questions (34:46)
Additional Resources:
Innago is an exceptional property management company tailored to landlords and property managers of all sizes and has helped over 70,000 property owners connect with more than 270,000 tenants.
We love their “all-in-one” property management software that supports landlords with one unit or one thousand. Everything is online and streamlined to make life easier for landlords, from online rental applications to the tenant screening process and more.
Sign up, collect rent with Innago for two months, and get a free $25 gift card: https://innago.com/investher/?utm_source=InvestHer&utm_medium=Referral
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✨ Connect with Katie
Follow Axiom Wealth Solutions on Instagram: https://www.instagram.com/axiom_wealth/
Follow Axiom Wealth Solutions on YouTube:
https://www.youtube.com/@axiom_wealth
Learn more about Katie’s work: http://www.axiomwealthsolutions.com
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⚡ Join the InvestHER Movement
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The Real Estate InvestHER Show is a podcast by women for women all over the world who want to learn how to invest in real estate, grow their portfolio, and develop the mindset that allows them to run successful businesses while taking care of their families and – most importantly – taking care of themselves. Follow us for more
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