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Nov 6, 2019

Today’s guest is a special friend and client of Curtis’s, Jeffrey Greco. He started his career as a Financial Advisor with Karr Barth Associates, Inc. after graduating from Emory University’s Goizueta Business School. Using his knowledge from his previous real estate and finance experience, Jeffrey launched Second Chance Liberty in 2012 to capitalize on the opportunity to purchase mortgage notes across the United States. He will talk about his experiences and insights, stay tuned, and enjoy!

 

Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com

 

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Show Notes

  • Jeffrey's background - 1:27
  • Starting his career as a financial advisor - 2:13
  • How his parents helped him follow his dreams - 6:03
  • Having a clear definition of money and life - 7:31
  • How he started the capital division - 8:48
  • Investing in real estate - 9:33
  • Starting his company helping people with mortgages - 10:12
  • How he started Legacy Capital - 11:39
  • His clients are real estate investors - 11:59
  • Some of his clients' stories - 13:30
  • There has to be value - 15:05
  • Jeffrey's mindset about searching for new opportunities - 15:41
  • Diving into the Legacy Capital first year - 17:33
  • The game of helping a business become profitable - 18:47
  • Always being interested in the banking system - 20:21
  • Jeffrey's story about his first policy loan - 21:20
  • Using cash to pay for a car? - 25:08
  • Some of Jeffrey's childhood stories - 26:45
  • Security is the ability to produce - 28:32
  • Jeffrey's insights and advice for listeners - 30:47



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