Building Wealth Beyond Income - EP 39

🚀 In this powerful episode, Dr. Cynthia Tant sits down with Susan Jones, a seasoned wealth management expert, to discuss how women—especially in real estate—can shift from focusing on income to building lasting wealth. From avoiding concentration risk to smart tax planning and investment strategies, Susan shares practical insights for women at every stage of their financial journey.

🎧 Hosted by: Dr. Cynthia Tant

👤 Guest:🏡 Susan Jones – Wealth Management Expert, Attorney & Financial Advisor

Susan W. Jones is a seasoned wealth management expert, attorney, and financial advisor with over 25 years of experience in tax, estate, and investment planning. She is the Managing Partner of Sorelle Wealth Partners, a fiduciary, fee-only firm specializing in personalized financial strategies for women navigating major life transitions. Susan’s background includes leadership roles in international law, national accounting, and a Top-100 Registered Investment Advisory firm.

💡 Key Topics Covered:

✔️ Wealth building vs income focus

✔️ Real estate investing strategies for women

✔️ Diversification and risk management

✔️ Tax planning and 1031 exchanges

✔️ Early investing and long-term growth

🎵 Whether you're an investor, agent, or homebuyer, this episode offers valuable insights!

💼 Connect with Susan Jones:

🌐 Website → https://www.sorellewealthpartners.com/

🔗 LinkedIn → http://www.linkedin.com/in/susan-wofford-jones-j-d-cfp%C2%AE-cdfa%C2%AE-73942688

🎙 Follow Cynthia Tant – Sip, Sell, Repeat:

🌐 Website → https://www.sipsellrepeat.com/

📘 Facebook → https://www.facebook.com/sipsellrepeatinrealestate/

📷 Instagram → https://www.instagram.com/sipsellrepeat/

🔗 LinkedIn → https://www.linkedin.com/in/cynthiatant/
🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

💎 Produced by Icons of Real Estate - https://iconsofrealestate.com/