Mastering Retirement & Real Estate in Wilmington | Financial Planning with Mike Breitfeller, CFP® скачать в хорошем качестве

Mastering Retirement & Real Estate in Wilmington | Financial Planning with Mike Breitfeller, CFP®

Mastering Retirement & Real Estate in Wilmington | Financial Planning with Mike Breitfeller, CFP® Living near the water makes it easy to focus on today — the boat, the house, the lifestyle. But what does that look like 20 years from now? In this educational episode of the ILMrealtor Podcast, I sit down with Wilmington financial expert Mike Breitfeller, Certified Financial Planner® and Principal of The Breit Group, to talk about how real estate, retirement planning, estate strategy, and risk management all work together. If you’re a homeowner in Wilmington — or planning to become one — this conversation will help you connect your lifestyle dreams with a secure financial future. 🎯 What You’ll Learn in This Episode: ✔ Retirement planning tailored specifically for Wilmington residents ✔ How real estate investments impact long-term wealth ✔ Smart mortgage and low interest rate strategies ✔ Estate planning essentials every homeowner should know ✔ Asset allocation and diversification explained simply ✔ Risk management strategies in a growing coastal market ✔ How to align your financial goals with your lifestyle values As Mike shares: “Diversify assets to reduce risk.” “Start with your core values and goals.” “AI helps vet strategies before action.” This episode is about building intentional wealth — not accidental wealth. ⏱ Chapters 00:00 Introduction to Financial Planning 05:37 Understanding Estate Planning 10:05 Investment Properties and Real Estate Strategies 18:20 Investment Strategies for Retirement 23:38 Decoding Asset Allocation 27:33 Navigating Low Interest Rates and Home Selling 33:19 Financial Planning for Wilmington Residents --- About Our Guest: Mike Breitfeller, CFP® Mike Breitfeller is a Certified Financial Planner® and Principal of The Breit Group, an independent Registered Investment Advisory firm based in Wrightsville Beach, NC. After more than 15 years at a previous firm, Mike and his wife Lauren launched The Breit Group in 2025 to create a more personalized, independent approach to wealth management. Specialties include: • Wealth Management • Corporate Retirement Plan Consulting • Estate Planning • Investment Strategies • Risk Management 🏆 Recognized by 401k Specialist Magazine (December 2025) Mike and Lauren have lived in Wilmington since 2005 when they attended UNCW. When they’re not working or cheering on their kids at sports, you’ll likely find them surfing, boating, or near the water. 📍 Office: Wrightsville Beach, NC 🌐 [https://www.thebreitgroup.com](https://www.thebreitgroup.com) 📧 [mike@thebreitgroup.com](mailto:mike@thebreitgroup.com) 📱 910-599-1732 📸 Instagram: [  / thebreitgroup  ](  / thebreitgroup  ) 🔗 LinkedIn: [https://www.linkedin.com/in/michael-b...](https://www.linkedin.com/in/michael-b...) --- 🎧 Listen & Connect 🎙 Subscribe on YouTube: [   / @theilmrealtor  ](   / @theilmrealtor  ) 🎧 Listen on Spotify: [https://open.spotify.com/show/5xUyCeR...](https://open.spotify.com/show/5xUyCeR...) 🌐 Website: [https://theilmrealtor.com](https://theilmrealtor.com) 📲 Follow on Instagram: @theilmrealtor If you’re thinking about making Wilmington home — or you already live here and want to make smarter financial and real estate decisions — reach out. I’d love to help you connect the dots. --- #WilmingtonNC #WilmingtonRealEstate #ILMRealtor #FinancialPlanning #RetirementPlanning #EstatePlanning #WealthManagement #WrightsvilleBeach #CoastalLiving #InvestmentStrategies #LoganSullivanRealEstateGroup