Dave Robertson
Head of Property Wealth Planning at Empower Wealth.
Best podcasts with Dave Robertson
Ranked by the Snipd community
Jul 31, 2025 • 59min
557 | 8 Cheap Cashflow Properties in 18 Months, and Still No Passive Income? A Silver Bullet Case Study
David Robertson, Head of Property Wealth Planning at Empower Wealth, joins to discuss a cautionary tale about a couple's overambitious investment strategy. Despite aiming for $104K in passive income through eight regional properties, they ended up trapped in debt and constant tenant issues. The conversation highlights risks associated with cashflow properties, the dangers of speculative investing, and the importance of strategic planning. Lessons are shared on avoiding costly mistakes and the critical need for proper assessments when navigating the property market.
May 15, 2025 • 1h 24min
546 | The Frankenstein Portfolio That Lost $159K—And How to Avoid It
Dave Robertson, Head of Property Wealth Planning at Empower Wealth, shares critical insights into the perils of 'Frankenstein portfolios'—investment strategies made from mismatched advice without a solid plan. He highlights real-life case studies illustrating how poor choices lead to financial loss, such as overpriced property purchases and misleading rental guarantees. Listeners are encouraged to embrace imperfections in their journey and make informed investment decisions by learning from others' mistakes. Celebrating the milestone of 5,000 property plans, he emphasizes the transformative power of strategic planning.
