Month: March 2025
The Power of Strategic Financial Planning (Ep. 106)

The Power of Strategic Financial Planning (Ep. 106)

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Are you ready to level up your financial strategy and bring your wealth advisory team to the next level? Making the right changes can catapult your success!

In this episode, Samantha Lawrence sits down with Kyle Whissel, owner of Whissel Realty, to dive into his dynamic journey of financial growth and expansion. With a rapidly growing business and a shift to more aggressive financial strategies, Kyle shares insights on how Centura Wealth Advisory has been a game-changer in managing his wealth. From overcoming seven-figure tax bills to building a cohesive and powerful financial team, Kyle and Samantha discuss the importance of upgrading advisors as your wealth grows. Listen in for a candid conversation that covers the move from fundamental strategies to complex solutions that align with ambitious personal and professional goals.

Talking points include:

  • His transition from foundational financial planning to advanced strategies at [0:04:56]
  • The importance of building a coordinated team of advisors at [0:05:54]
  • Experiences in real estate development and innovative financial ideas at [0:12:42]
  • The benefit of leveraging Centura’s expertise to navigate complex investment opportunities at [0:16:49]
  • Insights on implementing flexible financial strategies to align with fluctuating incomes at [0:21:20]

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Connect With Kyle Whissel:

Connect With Centura Wealth Advisory:

About Our Guest:

Kyle Whissel has been a San Diego real estate expert since 2002, working in every facet of the industry, from property management to investing and flipping. He is the CEO and team leader of Whissel Realty Group, brokered by eXp Realty, with three locations across the county. Recognized as the #1 real estate team in San Diego by The Wall Street Journal, Kyle’s team delivers exceptional service with a client-focused approach. “Who Represents You Matters.”

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