In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Manager of CoachRoel Consulting LLC, Roel Sarmago. Coach Roel from Snowbird Investor recently shared insights beneficial for Canadians and foreign nationals venturing into real estate, especially in Florida. He emphasized the importance of proper asset structure to reduce tax implications and secure assets, suggesting avoidance of personal name use for property ownership. He recommends starting with short-term rentals, a mutually beneficial arrangement for newcomers. He urges investors to explore beyond typical tourist spots, eyeing potential growth markets. Regarding education, Coach Roel provides resources like free courses and webinars. Lastly, he encourages embracing competition, viewing it as a sign of high demand. His insights are tailored to aid investors in making well-informed decisions.  

About Roel Sarmago:

Roel Sarmago, a distinguished Financial Life Coach, was once trapped in the grueling world of financial consulting, experiencing high financial success and recognition but enduring extreme work pressures. Struggling with a profound imbalance in his work-life dynamics, he found himself on the brink of burnout at 36. Questioning his life trajectory, he envisioned a future inconsistent with his current path. He yearned for a different living where he could fulfill personal dreams, like spending three months in the Philippines, and enjoy quality time with his future children. His search for a solution birthed a financial escape plan, a transformative tool supported by his wife that liberated him from his day "prison." Following his departure from corporate life, Roel cultivated a new career as a Financial Life Coach. Merging his rich background in investment and CFP knowledge with his passion for life coaching, he guides others toward achieving their life goals, underpinned by solid financial plans.  

About CoachRoel Consulting LLC:

CoachRoel Consulting LLC empowers entrepreneurs to achieve personal and financial growth. The firm focuses on helping clients overcome barriers hindering their potential or progress. Its primary aim is to guide entrepreneurs to the next level in their professional journey, assisting them in making strategic and beneficial decisions that can lead to significant breakthroughs in their business. Under the guidance of Roel, an experienced financial life coach, the firm offers personalized strategies and support, ensuring clients are equipped with the tools necessary for success and the motivation and direction to utilize them effectively. Whether entrepreneurs feel stuck or ready to upscale their operations, Coach Roel is committed to driving their advancement.  

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Links Mentioned in this Episode:

Want to learn more? Check out CoachRoel Consulting LLC website at https://coachroel.com/coaching/ Check out CoachRoel Consulting LLC on LinkedIn at https://www.linkedin.com/company/coachroel-consulting-llc/ Check out Roel Sarmago on LinkedIn at https://www.linkedin.com/in/coachroel/ Check out CoachRoel Consulting LLC on Facebook at https://www.facebook.com/CoachRoel/ Check out TeambuildersAgency on Twitter at https://twitter.com/roelsarmago Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!  

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