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3 episodes with tax advantages
2 episodes with tax advantages
3 episodes with tax advantages
3 episodes with tax advantages
4 episodes with tax advantages
2 episodes with tax advantages
2 episodes with tax advantages
5 episodes with tax advantages
2 episodes with tax advantages
In this episode, Dr. Preston Cherry breaks down why Health Savings Accounts (HSAs) are a powerful tool—not just for today's medical bills but for building your retirement nest egg. With big tax perks and long-term flexibility, HSAs can do more than you think. Learn how to use them smartly now and in retirement.Takeaways:• Triple Tax Advantage• Max Out Contributions• Invest for Growth• Cover Future Healthcare• No Expiration DateWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/
In this conversation, Chad Ackerman shares his journey from a corporate HR professional to a successful passive investor and co-founder of Left Field Investors. He discusses the importance of community in investing, the benefits of passive investing, and his transition into business coaching after the acquisition of Left Field Investors by BiggerPockets. The discussion highlights the significance of education, mentorship, and the evolving landscape of real estate investing. Currently, Chad is focused on helping business owners and entrepreneurs reach their goals through Focal Point Coaching, offering actionable insights and personalized coaching to drive success.LinkedIn: Chad Ackerman on LinkedInWebsite: Focal Point Coaching - Chad AckermanUltimate Show Notes:00:01:01 - Chad Ackerman's Background00:04:05 - Transition from Corporate to Real Estate00:07:05 - The Growth of Left Field Investors00:10:05 - Benefits of Passive Investing00:12:08 - Tax Advantages of Real Estate Investing00:21:10 - BiggerPockets Acquisition of Left Field Investors00:24:10 - Community Growth in Passive Pockets00:25:54 - Introduction to Focal Point Coaching00:30:00 - Coaching Philosophy and Approach00:30:38 - How to Connect with Chad AckermanTurn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify
Estate Planning Attorney Tim Stallings joins us to discuss what most people do (and what they shouldn’t do) when getting an inheritance. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, John Harcar and Derreck Long discuss strategies for avoiding taxes on real estate deals through the use of retirement accounts. Derek shares his journey into the lending space, the importance of mentorship, and the common mistakes people make when using retirement accounts for investments. He emphasizes the need for proper education and guidance in navigating the complexities of retirement investing, particularly in real estate. The discussion also highlights the unique offerings of Heritage IRA in providing educational resources and support for investors looking to leverage their retirement funds effectively. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
This week is about tax deductions and tax savings with LTC insurance. Individuals and business owners often overlook the tax advantages that a long term care insurance plan offers. Listen and learn who can use what kind of tax planning when funding their LTC plan. Disclosure: I am not an accountant or tax advisor. I'm simply sharing what tax saving strategiesa are available. Consult your CPA or tax advisor for specifics to your situation. Note: I mention non-forfeiture benefits on traditional LTC plans. This rider lets a policyholder cancel their plan any time after three years AND RETAIN BENEFITS EQUAL TO PREMIUMS ALREADY PAID. I left this last part out in the recording. Estimate LTC insurance rates for 6 year plans with 3% inflation growth See what Medicad let's us keep in different states currently View median costs of care in various settings where you live Schedule a phone or Zoom meeting
TakeawaysReal estate offers unique depreciation benefits. The IRS allows real estate to be depreciated on paper, which can offset taxable income, creating significant tax savings over time.Investors are advised to balance their pursuit of tax savings with maintaining liquidity. While reducing taxes is beneficial, it should not come at the cost of financial flexibility.To maximize tax savings, increasing productivity and wealth accumulation is suggested. It highlights the paradox that to save more on taxes, one must first increase their income and asset base.00:01 - Tax Strategies for Real Estate Investors09:20 - Real Estate Tax Savings Strategies19:27 - Real Estate Tax Planning Strategies About Jimmy VreelandJimmy graduated from the United States Military Academy at West Point, spent 5 years as an Army Ranger, and deployed three times twice to Iraq and once to Afghanistan. On his last deployment, he read Rich Dad Poor Dad by Robert Kiyosaki which led him down the path of real estate investing. As his own portfolio grew, eventually he started a real estate investing business. Since 2018 his team at Vreeland Capital has supplied over 100 houses a year to high performing, passive investors who want to work with his team and his team is now managing over 800 houses.Get in touch with Jimmy and his team at www.vreeland-capital.comMore about JimmyWebsite: www.jimmyvreeland.comLinkedin: www.linkedin.com/in/jimmy-vreelandInstagram: www.instagram.com/jimmyvreelandFacebook: www.facebook.com/JimmyVreelandYoutube: www.youtube.com/@JimmyVreelandC>>>>>>Get free access to the private Ranger Real Estate facebook group
Most people think real estate is just about buying properties and hoping they go up in value—but the reality is, it's one of the most powerful wealth-building tools available when you understand all the ways it makes you money. In this episode, we're breaking down the 7 biggest financial benefits of real estate investing using our CAPITAL framework (Cashflow, Appreciation, Principal Pay Down, Inflation Hedge, Tax Advantages, Asset Control, and Leverage).We dive into why real estate generates consistent income, builds equity over time, protects you against inflation, and gives you massive tax benefits—all while allowing you to control and scale your wealth faster than traditional investments like stocks.We'll also share real-world examples from our own portfolios to show you exactly how these benefits play out in practice and why real estate is our #1 wealth-building vehicle. RESOURCES
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, Jesse Trujillo shares his journey from aspiring doctor to successful real estate investor and motivational speaker. He discusses his strategies for creating cash flow in the current real estate market, the importance of building a strong team, and the tax advantages available to real estate investors. Jesse also emphasizes the significance of mentorship and due diligence when partnering with others in the industry. He reflects on his personal adversities and how they shaped his resilience, ultimately leading him to inspire others through motivational speaking. Jesse's commitment to teaching the next generation about real estate investing is evident as he prepares his children to follow in his footsteps. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
In this episode of the Crypto 101 podcast, Brendan Viehman and Bryce Paul welcome Adam Nash, CEO and co-founder of Daffy, to discuss the intersection of cryptocurrency and philanthropy. Adam shares his career journey, emphasizing the importance of financial literacy and how Daffy aims to simplify charitable giving through donor-advised funds. The conversation explores the tax advantages of donating through Daffy, the unique features of the platform, and the mission to encourage generosity in a modern context.Chapters00:00 Introduction to Daffy and Philanthropy in Crypto03:01 Adam Nash's Career Journey and Passion for Technology06:01 The Importance of Financial Literacy09:13 Understanding Donor-Advised Funds (DAFs)11:59 How Daffy Works and Its Unique Features15:02 Tax Advantages of Donating Through Daffy17:52 Investment Strategies and Crypto Donations21:06 The Flexibility of Donor-Advised Funds23:52 Daffy's Mission and Future Goals33:13 Security and Custody in Crypto Donations35:37 Integrating with Robinhood for Charitable Giving37:53 Future Developments in Charitable Crypto DonationsCheck out Plus500: https://plus500.comCheck out CoinFlip and use my code CRYPTO101 for a great deal: https://coinflip.techCheck out BODi and use my code CYPTO101 for a great deal: https://www.bodi.comGet immediate access to my entire crypto portfolio for just $1.00 today! https://www.cryptorevolution.com/cryptnation-directGet your FREE copy of "Crypto Revolution" and start making big profits from buying, selling, and trading cryptocurrency today: https://www.cryptorevolution.com/freeMERCH STOREhttps://cryptorevolutionmerch.com/Subscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcastFollow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101Guest Linkshttps://www.daffy.org/https://x.com/daffygivingAdam's promo code: https://www.daffy.org/adamnash/invite*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved 2025. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out BODi and use my code CYPTO101 for a great deal: https://www.shakeology.com* Check out NPR: https://npr.org* Check out Plus500: https://plus500.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
In this episode, you'll learn about the tax advantages of whole life insurance that make it a powerful financial tool. Discover how whole life insurance offers tax-deferred growth, tax-free access to cash value, and income tax-free death benefits without complex financial maneuvers. Explore how these features compare to other investment options like Roth IRAs and 401(k)s, and why combining these benefits in one product creates unique advantages for retirement planning. Learn about using whole life insurance to supplement retirement income, minimize sequence of returns risk, and create an estate for your loved ones—all with favorable tax treatment. _____________________________________ Have questions about how whole life insurance might fit into your financial strategy? Contact us today to learn how these tax advantages could benefit your specific situation.
Do your clients know how versatile life insurance can be? Educate them about tax advantages and other ways life policies can help save money in the long run! Read the text version Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. Resources: Diversify Your Insurance Portfolio & Reap Rewards: https://lnk.to/asg651 Secure a Bigger, Better Business with Ancillary Products: https://ritterim.com/blog/secure-a-bigger-better-business-with-ancillary-products/ Signs It's Time to Expand your Insurance Portfolio & Make the Move: https://ritterim.com/blog/signs-its-time-to-expand-your-insurance-portfolio-and-make-the-move/ The Advisor Approach: Cross-Selling by Fact-Finding: https://lnk.to/PFzk9L The Top 5 Products to Sell During Medicare's Lock-In Period: https://ritterim.com/blog/the-top-5-products-to-sell-during-medicares-lock-in-period/#med-supp-underwriting-guide References: Lambert, George D. “A Look at Single-Premium Life Insurance.” Investopedia, Investopedia, https://www.investopedia.com/articles/pf/05/singlepremlife.asp. Accessed 17 Mar. 2025. “Estate Tax.” IRS, Internal Revenue Service, https://www.irs.gov/businesses/small-businesses-self-employed/estate-tax. Accessed 17 Mar. 2025. Reynolds, Paul. “Estate Taxes: Who Pays? And How Much?” Investopedia, Investopedia, https://www.investopedia.com/articles/personal-finance/120715/estate-taxes-who-pays-what-and-how-much.asp. Accessed 17 Mar. 2025. Wells, Sara A. “IRS Announces Increased Gift and Estate Tax Exemption Amounts for 2025.” Morgan Lewis, 24 Oct. 2024, https://www.morganlewis.com/pubs/2024/10/irs-announces-increased-gift-and-estate-tax-exemption-amounts-for-2025. Brooks, Ashlyn. “Is Life Insurance Taxable?” Bankrate, 11 Feb. 2025, https://www.bankrate.com/insurance/life-insurance/life-insurance-taxes/. “Life Insurance & Disability Insurance Proceeds.” Internal Revenue Service, IRS, https://www.irs.gov/faqs/interest-dividends-other-types-of-income/life-insurance-disability-insurance-proceeds. Accessed 17 Mar. 2025. Gudema, Jonathan. “Understanding Probate: A Comprehensive Guide to the Probate Process.” Planned Giving Marketing Trusted Authority | Official Site, 12 Mar. 2025, https://www.plannedgiving.com/understanding-probate-a-comprehensive-guide-to-the-probate-process/. Randolph, Mary. “What Assets Must Go through Probate?” Www.Alllaw.Com, All Law, 6 June 2023, https://www.alllaw.com/articles/nolo/wills-trusts/what-assets-go-through-probate.html. Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/ Not affiliated with or endorsed by Medicare or any government agency.
Tripp Limehouse discusses essential strategies for retirement planning, focusing on indexed universal life insurance and indexed annuities. They emphasize the importance of guaranteed income, the risks associated with market fluctuations, and the critical need for estate planning, illustrated through the case of Prince, who died without a will, leading to a lengthy legal battle over his estate. The segment concludes with listener questions, where Tripp offers tailored advice on various financial scenarios, reinforcing the need for personalized retirement planning. Call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.
Many people think life insurance is just for a death benefit—but what if I told you it could be your personal bank, allowing you to fund investments, buy real estate, and scale your business while keeping your money compounding tax-free?In this episode of Loral's Real Money Talks, I sit down with Jason Henderson, an insurance and infinite banking expert, to uncover why Whole Life Insurance (when used correctly) is one of the most powerful wealth-building tools available.Listen in as we break down the 10 key points about Infinite Banking, go over why term life insurance is not as protective as you have been made to believe, and how YOU can start using this strategy for yourself like the wealthy do.Learn more here: https://insuretysystems.com/Loral's Takeaways:Understanding Infinite Banking (02:22)Tax Advantages and Cash Flow Management (05:50)Real Estate Investing and Policy Loans (09:16)Wealth Preservation and Generational Wealth (15:07)Comparing Whole Life Insurance to Other Financial Vehicles (18:59)Implementing Infinite Banking (21:10)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook:
Parents! Are you saving for your child's education? The Arizona 529 Plan offers tax advantages and flexible investment options—starting at just $15/month! Kids can enter the AZ 529 Art Contest to win $529 for their savings plan! Learn more at SmartShopperDaphne.com
Tired of the same old real estate investing strategies? It's time to think outside the box! In this episode of The Richer Geek Podcast, we are joined by Andy Kiel to explore powerful strategies like lease options, subject-to-deals, and tax-friendly investment structures. Andy shares how he transitioned from the frustrations of traditional landlording to mastering innovative investment tactics that generate cash flow, reduce risk, and help buyers who don't qualify for conventional loans. He breaks down how he finds and structures deals, partners with investors, and leverages tax benefits like Section 179 depreciation to maximize returns. With rising interest rates and a shifting market, creative financing is more important than ever. Whether you're an experienced investor or just getting started, this episode will give you insider knowledge to unlock hidden real estate opportunities and scale your portfolio—without relying on traditional bank loans. In this episode, we're discussing… Lease Options: Unlock the power of lease options to attract renters who aspire to be homeowners—perfect for self-employed individuals or those with credit challenges. Andy explains why this hybrid approach offers flexibility and profitability. Subject-To Transactions: Learn how to acquire properties by taking over existing mortgage payments—legally and ethically. Andy outlines how to avoid due-on-sale clause issues and structure deals the right way. Joint Venture Partnerships: Discover how strategic real estate partnerships can help you scale faster, whether you're targeting immediate cash flow, long-term appreciation, or tax benefits. Tax Benefits & Section 179 Depreciation: Find out how savvy investors use Section 179 depreciation to maximize deductions on HVAC systems, roofs, and even mature landscaping—legally reducing their taxable income. Navigating the Market: Interest rates are rising, but opportunities still exist. Learn how to negotiate, structure deals, and create cash flow in today's challenging real estate landscape. Finding Deals & Creative Financing: Andy reveals where he sources off-market deals—from wholesalers to realtors—and how he secures properties using seller financing, subject-to strategies, and joint ventures. Compounding Wealth: Understand the power of reinvesting cash flow to grow your portfolio steadily and build long-term financial freedom. Second-Chance Homeownership: Real estate investing isn't just about profits—it's also about helping families achieve homeownership when traditional lenders say no. Resources from Andy LinkedIn | The Win3 Team | (520) 539-9591 Resources from Mike and Nichole Gateway Private Equity Group | Nic's guide
What if your charitable donations didn't just support causes—but actually helped build impactful businesses?In this episode of The Angel Next Door, host Marcia Dawood gives a quick 7-minute overview of the growing interest in investing with philanthropic capital and answers some of the most common questions about how it works. Using insights from past conversations with experts like Sally Boulter of Impact Assets and Patrice and Leah Brickman of Inspire Access, Marcia breaks down how Donor-Advised Funds (DAFs) and nonprofit organizations are revolutionizing the way we think about philanthropy and investment. You'll learn about: - How DAFs work – A simple, tax-advantaged way to invest in for-profit impact companies while keeping funds designated for charitable giving. - Inspire Access' unique model – A 501(c)(3) that allows donors to contribute directly, ensuring capital reaches underrepresented founders working on innovative solutions. - Non-accredited investors can participate too – You don't need to have a certain amount of wealth or income to make a donation; now more people than ever can back mission-driven startups. Instead of just ‘making a donation', discover how to create a lasting impact by strategically investing in businesses that align with your values—all while staying within a philanthropic framework. Tune in now to rethink how your giving can fuel innovation and drive meaningful change! Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
This Note Investing Case Study Will Blow Your Mind (and Maybe Your IRA)Hey note-heads! Welcome to another episode of The Note Closer Show, where we dissect deals, dish dirt, and deliver the delicious details of the note investing world. Today's episode is extra special, so grab your coffee (or tequila – we don't judge!), and let's dive in.We're exploding with excitement because one of our Newark coaching students just closed their FIRST EVER DEAL – and it's a doozy. Not only did they close in under 90 days, but they achieved a staggering 28% ROI (Return on Investment) in the first couple of years! And the cherry on top? They funded the entire thing with their self-directed IRA—making it completely tax-free! Talk about a win-win!Before we spill the beans on this incredible success story, let's make sure we're on the same page about what a Non-Performing Note (NPN) is. Basically, it's a loan where the borrower has fallen behind on payments. Secured Equities buys these notes at a discount, aiming to help the borrower get back on track or finding alternative solutions, and then reaping the rewards. Think of it as real estate's version of a fixer-upper—only way more profitable.This isn't a get-rich-quick scheme. A lot of folks think finding deals is tough, but the truth is, it's about knowing where to look (and having a good teacher!). This student went through a few duds before hitting the jackpot, which just goes to show the importance of persistence. Remember: even the most successful investors experience setbacks!Here are five key takeaways from this amazing case study:Fast ROI: This deal showcases the potential for incredibly quick returns in note investing. 90 days to a deal and a 28% ROI?! Yeah, that's what we're talking about.Tax Advantages of Self-Directed IRAs: Leveraging a self-directed IRA for note investing can significantly reduce taxes and increase your overall profits. Think of your IRA as a high-yield savings account that's also a real estate investment!Borrower Rehabilitation: The focus wasn't just on maximizing profit; the team worked to help the borrower get back on track with a Chapter 13 bankruptcy plan. This is not only ethical but can often lead to a more favorable outcome for everyone involved. It creates a win-win!Risk Mitigation: Through careful due diligence, the student identified a property with a clear path to profitability. They understood that while the home itself wasn't perfect, the numbers made sense and the strategy to help the borrower minimized risk.Power of Persistence: Remember, this success didn't happen overnight. This student went through several offers before hitting the big one. The key takeaway here is that even seasoned professionals face failures, it's about learning from them and moving on.This deal is a testament to the power of education, a strategic approach, and knowing where to find the deals. Note investing isn't just about finding cheap properties; it's about finding deals with good underlying value and sound financial strategies.Want to learn more about note investing and possibly turn your own IRA into a passive income machine?Check out our upcoming workshop in Austin, Texas! It's jam-packed with note-finding secrets, fundraising strategies, and deal structuring techniques. Get your discounted ticket now (before we change our minds). Visit HTTP://notebuyingfordummies.com to get started!Stay tuned for more exciting case studies, tips, and tricks. Until next time, keep closing those deals, and don't forget to subscribe for more Note Closer goodness!Watch the original VIDEO HERE!Book a call with SCOTT HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest
"From Family Legacy to Profitable Ventures: The Journey of Private Island Investments"In this episode, I share my unique journey, which began with my family's private island in the Bahamas. This experience inspired me to assist others in acquiring their own private sanctuaries.I emphasize that owning a private island isn't just for billionaires. I explain that many islands are accessible to those already involved in real estate investment, offering both a safe haven and a profitable venture. I highlight the benefits of owning an island, especially in uncertain times, and how it can provide unparalleled family safety and autonomy.We delved into the financial aspects, discussing how private islands can be a lucrative investment. I cite examples like Richard Branson's Necker Island, which generates significant income through rentals. I also touch on the tax advantages available in places like Puerto Rico, where living on an island can lead to substantial tax savings.I offers a comprehensive service, guiding clients through the process of purchasing and profiting from private islands. I provide access to a network of professionals, including bankers and accountants, to ensure a smooth transaction and optimal financial benefits.For those interested in exploring this unique investment opportunity, I'm available for consultations and offers tours to potential island buyers. I encourages people to consider pooling resources with others to make island ownership more attainable.Overall, this episode sheds light on the fascinating world of private islands, revealing that with the right guidance and resources, this dream can become a reality for many.Listener Engagement:Please reach out to me for a free 15-minute consultation to discuss their private island dreams.Contact information: Email at sales@profitableprivateislands.com.To learn more about finding your own profitable private island go to: www.profitableprivateisland.com ASK ANYTHING ABOUT THIS EPISODE 00:00:00 - Introduction to Private Island Ventures00:00:15 - Family Inheritance and Initial Interest00:00:37 - Impact of Global Events on Private Island Demand00:01:10 - Misconceptions About Private Island Ownership00:01:42 - Real Estate Investment Comparisons00:02:26 - Challenges in Traditional Real Estate00:02:58 - Benefits of Private Island Ownership00:03:20 - Family Safety and Sovereignty00:03:53 - Living Sustainably on a Private Island00:04:24 - Alternative Safe Havens and Prepping00:05:00 - Personal Experience in the Caribbean00:05:11 - Helping Others Acquire Private Islands00:05:34 - Audience Interaction and Comments00:05:45 - Profitability of Private Islands00:06:14 - Richard Branson's Necker Island Model00:06:26 - Airbnb Disruption and High-End Rentals00:06:47 - Renting Out Private Islands00:07:18 - Finite Nature of Private Islands00:07:29 - Tax Benefits in Puerto Rico00:08:00 - Long-Term Capital Gains and Tax Codes00:08:42 - Tax Advantages for High Earners00:09:10 - Pro-Business Countries and Tax Professionals00:09:43 - Financing and Real Estate Networks00:10:16 - Initial Consultation Process00:10:46 - Prioritizing Luxury vs. Profit00:11:18 - Luxury Island Options in the South Pacific00:11:49 - Tony Robbins' Namale Island Model00:12:10 - High-Profile Island Owners00:12:30 - Finding Hidden Gem Islands00:12:52 - Commercial and Real Estate Assets on Islands00:13:03 - Family Safety and Affordable Options00:13:34 - Peace of Mind and Accessibility00:14:05 - Wealth Building and Group Investments00:14:58 - Contact Information and Consultation00:16:09 - Importance of Having Options00:17:06 - Peace of Mind and Safety00:17:27 - Contact Methods and Quick Conversations00:18:34 - Pooling Resources and Financing Options00:19:05 - Closing Remarks and Future Plans Thank you for tuning in to the Miracle Plant Podcast. Remember, our mission is to heal the world with the power of this miracle plant. Join us next time for more inspiring stories and insights into the world of cannabis. Produced by PodConx 101cbd - https://101cbd.org/Email Justin Benton - jbenton@101cbd.orgGet a free consultation - askjanet.orgKaneh Bosm Connection - https://youtube.com/@kanehbosmconnection
Building wealth through real estate is often promoted as a path to financial freedom, but it may not suit everyone, especially those in their 40s focusing on lifestyle and retirement goals.In this episode, Dr. Preston Cherry emphasizes prioritizing foundational investments like 401(k)s, IRAs, and brokerage accounts before considering real estate, as nearly half of real estate owners fail to achieve a 10% return. Challenges such as maintenance costs, tenant management, and market volatility are explored, alongside passive alternatives like REITs and crowdfunding. Ultimately, aligning financial strategies with one's life stage and goals is key, as real estate is just one of many paths to financial success.Want to learn more? Connect with us below!Pre-Order Dr. Cherry's book 'Wealth In The Key of Life'Sign up for 'Make Your Finances Flourish' Live Workshop!Get a Free Finances Guide and Check Out Financial Planning ServicesReceive Our Free Personal Finance NewsletterDr. Preston D. CherryWhat we share here is for educational purposes only, not personal financial advice. Feel free to join in the discussion! See our disclosures for more information: https://www.concurrentfp.com/disclosures/
How can you ACTUALLY save taxes with real estate? And what type of real estate should you buy? Jaren tells you in this episode. Download Jaren and Robert Kiyosaki's Free Ebook: How to Buy Your First (Or Next) Investment Property: https://investwithjaren.com/richdad-ebookFollow me at:Instagram: https://www.instagram.com/jarensustarYouTube: https://youtube.com/@jarensustarTikTok: https://www.tiktok.com/@jarensustarTwitter: https://twitter.com/jarensustar
This week, James and JB dive into the challenges of a £1M hair extension business. They'll share strategies to break through growth barriers and take the business to the next level. Welcome to the Business Broadcast Podcast! Each week James brings on the show an entrepreneur who shares their biggest challenges and struggles in business. James coaches the business owner through these challenges by asking those hard hitting questions in order to get to the bottom of these problems and help the business owner soar to success. Find out more from Jon Trigg here: www.freedomworks.space Sign up to my weekly newsletter 'The James Sinclair Letter' here: https://www.jamessinclair.net/the-letter Find out your Entrepreneurial DNA and take our '8 Traits of the Greats' Quiz: https://jamessinclair.scoreapp.com Try Entrepreneurs University 14 Day FREE Trial Here ► https://jamessinclair.net/entrepreneurs-university-free-trial/ Get your tickets to our next event here ► https://www.jamessinclair.net/events Apply to be on my podcast here ► https://jamessinclair.net/podcasts/ Watch the podcast on YouTube ► https://www.youtube.com/@jamessinclairspodcast
The opportunity coming for real estate investing in 2025 is almost unimaginable. A decade from now, if you buy right, you'll be looking back thanking yourself for planting the seed of financial freedom, generational wealth, and an early retirement. This isn't just hype or hope because we're real estate investors—all the data points to one thing: real estate is the best investment of 2025 and will continue to be so throughout the next decade. This show is a bit different. Dave has done months of research to give you the single strongest case for real estate investing in 2025 and beyond. Don't believe real estate is the best place to park your money? Listen to this episode and see whether Dave gives the most convincing argument you've ever heard for buying investment property. This new era is brimming with “upside,” so much so that we're calling this the “Upside Era,” a new dawn for real estate investing that will lead you to financial freedom in fifteen years (or less), get you to your financial goals, and leave you better off than any of the other investments around, whether that's stocks, bonds, or crypto. Don't delay. The “Upside Era” starts now. The only question is, will you be part of it? In This Episode We Cover: Why real estate is still the single greatest asset for achieving financial freedom The reason why 2025 is a prime time for investing in real estate Whether the high cash flow and easy deals of the 2010s will ever return Data pointing to home prices and rent prices rising well into the future Dave's ten core principles to follow that will lead you to wealth in the “Upside Era” The best resource on the planet to get free information on real estate investing And So Much More! Links from the Show Join BiggerPockets for FREE Let Us Know What You Thought of the Show! Ask Your Question on the BiggerPockets Forums BiggerPockets YouTube Grab Dave's Book, “Start with Strategy” Find an Investor-Friendly Agent in Your Area Real Estate Investing For Beginners: How To Get Started Connect with Dave (00:00) Intro (02:23) The Case for Real Estate (03:11) 1. Financial Independence (06:37) 2. Huge Demand for Housing (08:31) 3. Market Stability (09:24) 4. Income Replacement (10:13) 5. Diverse Returns (10:49) 6. Stock Market Hedge (11:43) 7. Inflation Hedge (12:25) 8. Tax Advantages (12:55) 9. Valuable Service Provider (13:46) “It's Not as Good as Before!” (17:19) The "Upside" Era Begins (20:48) What to Know for 2025 (27:02) Thrive in the "Upside" Era Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/real-estate-1066 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this special "how-to" video, Gino Barbaro, co-founder of Jake and Gino, tackles one of the most critical questions entrepreneurs face: Should you invest in real estate or double down on your business? Samuel from Stuart Painters posed this question on Instagram, and Gino shares his invaluable insights based on his own experiences of transitioning from running a restaurant to building wealth through real estate.From strategies for generating passive income to tips for scaling a business while investing in multifamily properties, this episode is packed with actionable advice for entrepreneurs, contractors, and anyone looking to achieve financial freedom.Subscribe for weekly premium content: Stay updated with strategies, masterclasses, and wealth-building tips from the Jake and Gino community. Key Takeaways:Why Gino transitioned from the restaurant business to real estate.The importance of diversifying income streams: active, portfolio, and passive.Tax advantages of real estate and business ownership.How contractors can leverage their skills to build wealth through real estate.Why 70% of businesses never sell and how to build a business with equity in mind.Recommended Reading: Built to Sell by John Warrilow – A must-read for entrepreneurs aiming to create scalable, sellable businesses. What you'll learn in this video:How to balance business growth with real estate investment.The benefits of investing in multifamily properties.Tips for transitioning from transactional income to long-term wealth building.Creative ways to integrate real estate investments with your current business operations.Have a question for Gino? Drop it in the comments, and it might be featured in a future episode! We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)
In this episode, Dr. Friday explains the tax advantages of C corporations, especially for small businesses. She highlights the 2017 tax law changes that reduced corporate tax rates from 35% to 21%, making C corporations an attractive choice. She also discusses the benefits of investing in small C corporation stocks, which can offer tax-free gains if held for over five years. Tune in to learn how these strategies can help grow your wealth. Transcript: G’day, I’m Dr. Friday, president of Dr. Friday’s Tax and Financial Firm. To get more info, go to www.drfriday.com. This is a one-minute moment. C corporations. Now, back in 2017, that’s when the tax law came in effect with Donald Trump, and he moved it from like 35% down to 21% tax, which made corporations to be a very viable situation, especially for small business, because it’s considered a small business stock, which means that if you’ve invested in a small C corporation, and you’ve held it for five plus years, and now you sell that stock, you may not pay any taxes on the gain of that stock. There is some wonderful ways of helping to grow your money if you understand how to do it. 615-367-0819. 615-367-0819. You can catch the Dr. Friday Call-In Show live every Saturday afternoon from 2 to 3 p.m. right here on 99.7 WTN.
Zander Kempf is a RV and Glamping Resort focused developer through his firm, Clear Summit Investments. Zander's strategy involves adding value and expanding midsize resorts that are ideal for professional management but remain outside the scope of institutional competition. By rolling up, stabilizing, and branding these properties, Zander aims to create a unique portfolio that reflects his company's adventurous spirit, providing freedom to investors through long term cash flow, and ultimately positioning it for an institutional exit. He is a former US Army officer and paratrooper with an Iraq deployment, and served in Special Forces. Contact Info: zander@clearsummitinvest.com Links: Website Insta Youtube Linkedin Tiktok Facebook Twitter Summary In this episode of the Gentle Art of Crushing It podcast, host Randy Smith interviews Zander Kempf, founder and CEO of Clear Summit Investments, who specializes in RV and glamping resorts. They discuss the current market conditions for passive investors, Zander's journey from military service to real estate investing, and the unique opportunities within the RV park sector. Zander explains the business model of RV resorts, including revenue streams and the importance of long-term debt structures. The conversation also covers the tax advantages of RV investments, market trends, and key questions for investors to consider when evaluating opportunities in this asset class. Chapters 00:00 Market Conditions and Passive Investment Opportunities 03:02 Zander Kempf's Journey and Investment Background 05:54 Transitioning to RV and Glamping Resorts 09:00 Understanding RV Parks and Resorts 11:53 Revenue Streams and Business Model of RV Resorts 14:54 Debt Structures in RV Investments 17:55 Investment Strategy and Fund Structure 20:46 Tax Advantages of RV Investments 24:02 Market Trends and Economic Resilience 27:07 Due Diligence and Key Questions for Investors 29:51 Final Thoughts and Resources for Passive Investors RANDY SMITH Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor
Welcome back to another exciting episode of Hustle and Flowchart! I'm your host, Joe Fier, and today we dive deep into innovative financial strategies with our special guest, M.C. Laubscher. M.C. brings a unique approach to leveraging life insurance as a powerful tool for business growth, cash flow management, and tax efficiency. What This Episode is About This episode explores how life insurance can be an effective alternative to more traditional investment strategies. M.C. Laubscher shares insights on using life insurance for business financing, tax advantages, and even employee retention. He draws fascinating parallels between life insurance and real estate, two asset classes that can help you grow wealth while benefiting from various tax incentives. Introduction to M.C. Laubscher and the Concept of Infinite Banking In our introduction, M.C. Laubscher is introduced as a financial strategist with unique approaches to leveraging life insurance. His idea of "Infinite Banking" sets the stage for the entire episode. He's known for his work on CashFlow Ninja and emphasizes gaining control over financial resources. Using Life Insurance for Business Financing One of the standout topics was using life insurance for business financing. M.C. explains that when structured correctly, life insurance can increase both the death benefit and the policy's cash value. Policy loans from life insurance plans can be used to finance various business activities, such as purchasing property or managing ongoing cash flow. By funding policies through businesses, these policies become valuable assets that can serve as collateral, thereby providing an additional income stream. Tax Advantages of Life Insurance M.C. thoroughly explains how life insurance can be integrated into tax strategies, particularly when buying equipment for a business. By including life insurance in the financial planning toolkit, businesses can leverage depreciation and enjoy other tax incentives. Thanks to the favorable tax code, life insurance can provide dividends similar to cash flow from rental real estate. This means you can minimize your tax liabilities while using the accumulated cash value for growth. Retaining Key Employees with Life Insurance A crucial aspect of running a successful business is retaining key employees. M.C. points out how offering life insurance as part of a compensation package can be a powerful incentive. Unlike stock options that may fluctuate with market conditions, life insurance policies accumulate value reliably over time, providing financial security and loyalty. Comparing Life Insurance to Real Estate An intriguing comparison was drawn between life insurance and real estate. Both serve as asset classes that allow for equity building and strategic financial leveraging. Laubscher discusses how both are incentivized by the tax codes due to their societal benefits, such as job creation and housing. This common ground makes life insurance a viable and often underappreciated option for savvy investors. Becoming Your Own Banker One of the most compelling concepts discussed is "becoming your own banker." This involves using dividend-paying whole life insurance from mutual companies to store capital securely. These companies have been profitable since the mid-1800s, paying consistent dividends. Policies can be set up to act as high-yield savings accounts, ensuring guaranteed cash value growth and tax-free access through lines of credit. This setup offers not only asset protection and tax benefits but also predictability and clarity, ensuring business continuity. Financial Strategies for Your Children Employing a strategy that involves your children can bring significant financial benefits. By employing your kids in your business, they can earn up to $14,000 annually, tax-free. This income also serves as a deductible business expense. Setting up life insurance policies for children can result in substantial tax-free compound interest growth over time, offering far more control and benefits than traditional college savings plans like the 529. Mistakes to Avoid with Life Insurance Policies M.C. Laubscher also warns of common mistakes, such as working with the wrong carrier or financial professional. His past experiences highlight the importance of correctly setting up these policies to maximize benefits. He advises working with seasoned experts who understand these complex setups and can tailor them to meet individual needs. Conclusion This episode offers a treasure trove of insights on using life insurance in innovative ways to manage your business's finances. M.C. Laubscher's strategies highlight the value of taking control over your financial resources, maximizing tax efficiencies, and making informed decisions that benefit your business and its key players. I encourage everyone to dive deeper into these concepts through M.C.'s resources: Learn More About Infinite Banking Cashflow Ninja Get Wealthy for Sure Thanks for tuning in to Hustle and Flowchart. Remember, maintaining control of your finances isn't just about making money, but about keeping what you earn and making it work for you. Stay tuned for more episodes that help you hustle smarter and flow better. Two Other Episodes You Should Check Out Hannah Kesler: Why Infinite Banking Might Be the Financial Tool You Need! The Wealth Hacker: Unlocking Financial Freedom with Dave Wolcott Resources From Episode What if you could have a FREE personal mentor on-demand?! With Joe's Hustle & Flowchart AI clone, you can tap into the knowledge from over 600 episodes any time! Whether you need advice on scaling, marketing, or productivity, my AI clone is here to help. Hubspot has launched a whole new suite of AI Tools, check them on the Hubspot Spotlight Check out other podcasts on the HubSpot Podcast Network Grab a 30-Day Trial of Kartra We want to hear from you. Send us the One Thing you want to hear on the show. Connect with Joe on LinkedIn and Instagram Subscribe to the YouTube Channel Contact Joe: joe@hustleandflowchart.com Thanks for tuning into this episode of the Hustle & Flowchart Podcast! If the information in these conversations and interviews have helped you in your business journey, please head over to iTunes (or wherever you listen), subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!
What if retiring meant more than just winding down? What if it included excitement, exploration, and a new beginning in your favorite corner of the world? In this episode, Larry Sprung chats with Tommy Sikes, founder of Traveltirement, about the unique adventure of combining retirement with the allure of living abroad, particularly in Italy and France. Tommy reveals how his personal passion and financial knowledge have led to helping others discover affordable housing and seamless transitions in these dream destinations. Together, they explore the ins and outs of balancing travel desires with financial realities, ensuring a thrilling yet sound journey into international living. Larry and Tommy discuss: How the entrepreneurial mindset shaped Travel Retirement Discovering affordable properties in Italy and France The significance of niching down in content and business Practical tips for retiring abroad Building an engaging online presence through YouTube and newsletters And more! Resources: Mitlin Financial The JOY and Productivity Journal by Lawrence Sprung Connect with Larry Sprung: LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Tommy Sikes: LinkedIn: Tommy Sikes Website: Traveltirement YouTube: Traveltirement™ About our Guest: Tommy Sikes has been travelling since he was young, inspired by his parents who instilled in him a love for exploring the world. Their encouragement to see new places left a lasting impact on him. When his parents passed away at the ages of 70 and 75, it served as a wake-up call for Tommy to live life to the fullest. Now, at age 53, he feels the urgency to pursue his own travel dreams. Tommy is on a mission to combine his passion for France and Italy with his expertise as a CERTIFIED FINANCIAL PLANNER™ professional. He aims to help others achieve their dreams of living in France or Italy, sharing his knowledge and experience to make their goals a reality. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Tax savings are one of our favorite profit centers of rental property investing, and a big reason why real estate is such a great tool for building wealth, but did you know that WHEN you buy real estate makes a difference on your tax returns?It does! That's why we're hosting a special edition of the Not Your Average Investor Show to talk about the advantages of putting properties under contract BEFORE the end of November!Join Gregg Cohen, co-founder of JWB Real Estate Capital, and show host, Pablo Gonzalez, to learn about:- Which are the tax benefits that our investor community most love to take advantage of- How putting properties in your portfolio before the end of 2024 will set you up for a happy 2025 tax return- Why waiting until December could cost you thousands of dollars in tax savings next year- and more!If you are a fan of the show, you KNOW Gregg loves talking tax savings!Join us and start setting yourself up for a happy tax season today!Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel @notyouraverageinvestor Subscribe to @JWBRealEstateCompanies
Welcome to a new episode of Get Creative! Today, we delve into the intriguing world of creative real estate financing that can potentially earn you $230K per year. Our focus is on no-money-down deals, leveraging properties, and maximizing returns with innovative strategies like subject-to loans, seller financing, and co-living property setups. Whether you're a seasoned investor or just starting, this episode is packed with actionable insights that could transform your approach to real estate investment. Highlights: "You could literally set up your retirement in one year by doing just 12 of these deals." "We're not just doing transactions; we're structuring deals that solve real problems." "Creative financing is about making the deal work for you, the seller, and the community." "By solving the affordability crisis, we're not just investors; we're community builders." Timestamps: 00:00 - Introduction to Creative Real Estate Strategies 03:25 - The Basics of No-Money-Down Deals 07:45 - Breakdown of a Real Deal with Zero Out-of-Pocket Cost 12:15 - Detailed Analysis of Financing Structures 17:30 - Cash Flow Insights and Co-Living Property Benefits 22:40 - Tax Advantages and Cost Segregation Explained 28:50 - How to Leverage Equity for More Deals 33:15 - The Role of Appreciation in Wealth Building 38:05 - Navigating Regulatory Challenges in Co-Living Investments 43:20 - Final Thoughts and Future Strategies in Creative Real Estate ► Join The Subto Community & Learn Creative Finance Directly from Pace: https://paceapproves.com/subto-gc ► Want to Become a Private Money Lender? Join Us For The Upcoming LIVE Training this Saturday to Learn How to Lend Money on Real Estate Deals: http://joingatortribe.com/yt ► Join Our Free Facebook Group to Connect with Pace and his Students: https://paceapproves.com/freefb-yt ► Become a Top Tier Transaction Coordinator and Make Money Doing The Paperwork For Real Estate Transactions: https://paceapproves.com/tttc-gc ► Listen To Pace and His Students Share Insider Secrets To Real Estate Investor Success: https://getcreativepodcast.com/ PLUG IN & SUBSCRIBE Instagram: https://www.instagram.com/pacemorby/ TikTok: https://www.tiktok.com/@pacemorby
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In this episode, financial advisor Jim Martin explores the significance of Health Savings Accounts (HSAs) for retirement planning. He discusses the tax advantages HSAs offer, including tax-deductible contributions, tax-free growth, and tax-free withdrawals for qualified medical expenses. Jim outlines how HSAs can serve as a healthcare cost buffer in retirement and emphasizes the importance of investing HSA funds for long-term growth. He also compares HSAs with other retirement accounts like IRAs and 401(k)s and highlights common pitfalls to avoid when managing an HSA, such as not keeping receipts or investing funds. The episode encourages retirees to consider HSAs as a part of their financial plan to efficiently cover healthcare expenses in retirement. http://retiresmartscore.com
Leveraging the Power of Syndications [00:02:20] "I remember when I realized that I was the kind of person that could invest in syndications. It was as if a huge weight was taken off my shoulders because I had found real estate investing as sort of an idea of how can I put some hustle energy in some sweat equity…to be able to fast track and build up my retirement that I've essentially neglected for a decade as a 20-something-year-old who wasn't saving for retirement." [00:29:28] “But with this the sponsor group is doing a lot of that research for you…of course, you should do your own due diligence…they're finding those good markets and those good submarkets. And so, I find it really easy to then diversify across not only different markets but also different asset classes. And so, my portfolio as a whole is a lot more balanced than when I'm doing it on my own.”[00:41:13] “Think of two big misconceptions here. And the first is that you have to be an expert to do this…and that's just not true anymore at all. You can actually educate yourself on this really quickly. And the second is that it's only for wealthy people. There are what's called accredited and non-accredited statuses that we all fall into, and they're essentially wealth thresholds. And there's many loopholes to define these two.” Learn together, cheer each other on, and pursue financial wellness alongside others who value living life by design. Join for free at https://goodegginvestments.com/invest Now OPEN: 71-unit multifamily investment in Phoenix, AZ https://goodegginvestments.com/north Connect with GoodeggWebsite - https://goodegginvestments.com/YouTube - @GoodegginvestmentsInstagram - @goodegginvestments
In this episode, Nate and Ben discuss the importance of financial planning for families with children who have disabilities, focusing specifically on the benefits of ABLE accounts. They explore how these accounts can provide financial security while enhancing the quality of life for individuals with disabilities. The hosts also share personal anecdotes, highlight common questions, and stress the need for proactive planning in addressing the unique challenges faced by these families.Key Highlights:1.Introduction to ABLE Accounts:- ABLE accounts, which stand for Achieving a Better Life Experience, are designed to help families save for the financial needs of individuals with disabilities.- The significance of having a dedicated account for expenses related to education, health care, and housing is emphasized, allowing for savings without impacting eligibility for government benefits.2.Determining Financial Support Needs:- The hosts discuss the necessity of defining how much financial support a child with special needs will require throughout their life.- Utilizing tools such as the MIT living wage calculator can help families estimate the costs of living and set realistic savings goals.3.Tax Advantages of ABLE Accounts:- The tax-free growth feature of ABLE accounts is explained, allowing funds to be invested without incurring taxes on earnings, similar to a Roth IRA.- Listeners are informed about recent changes in regulations that broaden eligibility for contributions to these accounts, potentially benefiting more families.4.Impact of Family Dynamics:- The importance of open communication with family members regarding financial planning is highlighted, encouraging families to discuss contributions and support strategies.- The hosts consider the emotional aspects of planning for a child's future, recognizing that these conversations can be both challenging and essential.5.Considerations for College Funding:- The episode touches on ABLE accounts in relation to 529 college savings plans, clarifying how these accounts can be used for educational expenses.- Families are encouraged to evaluate their options while balancing current savings with the potential future needs of their children.6.Taking Action and Building a Plan:- Nate and Ben stress the importance of starting the financial planning process early to ensure adequate preparation for a child's long-term needs.- Practical steps are offered for families contemplating ABLE accounts, including understanding the application process and determining optimal funding strategies.Actionable Advice:- Get Personalized Financial Advice:For tailored financial guidance that suits your needs, visit www.physicianfamily.com to connect with a professional advisor.- Have a Question?Send your questions to podcast@physicianfamily.com or call 503-308-8733, and your query might be featured in a future episode!Resources Mentioned:- The Overtaxed Doctor's Retirement Investing Checklist:Are you getting all the tax breaks you deserve? Download your checklist here to ensure you're maximizing your opportunities.Disclaimer:Physician Family Financial Advisors Inc., a registered investment advisor, has reasonable belief that the information and content as a whole does not include any false or materially misleading statements or omissions of facts regarding services, investments, or client experience. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does...
In this episode of Financial Safari, Coach Pete and Michael Wall discuss the intricate relationship between tax strategy and wealth management. They emphasize the importance of understanding tax implications when building retirement income and highlight the need for comprehensive financial planning that goes beyond mere product sales. The conversation also touches on the impact of inflation on wealth, the significance of pairing investments effectively, and the dangers of over-concentration in portfolios. Additionally, they provide insights into recognizing red flags in financial advising and the importance of having clear, written agreements with financial advisors. In this episode, the conversation delves into the intricacies of investment strategies, particularly focusing on real estate and the importance of due diligence. The hosts discuss the pros and cons of Real Estate Investment Trusts (REITs), emphasizing the benefits of smaller, quality deals over larger, less consumer-friendly options. They also explore tax advantages associated with real estate investments and provide advanced tax strategies for high net worth individuals. Key questions to consider before making any investment are highlighted, ensuring listeners are well-informed and prepared.See omnystudio.com/listener for privacy information.
In this episode of the I Love Coaching Podcast, host Adam Roach interviews financial expert Antonio Vaglica Jr. They discuss the importance of being organized and structured with money, and how entrepreneurs can turn their cash flow into wealth. Antonio shares strategies such as the Augusta rule and paying your children as employees to maximize tax advantages. He also emphasizes the need for entrepreneurs to think about their business as an asset and focus on building enterprise value. The episode concludes with a discussion of what attendees can expect from Antonio's keynote at the upcoming Whole Life Planning Summit.TakeawaysBeing organized and structured with money is crucial for entrepreneurs to turn their cash flow into wealth.Strategies such as the Augusta rule and paying children as employees can provide tax advantages for business owners.Entrepreneurs should think of their business as an asset and focus on building enterprise value.The upcoming Whole Life Planning Summit will provide attendees with valuable insights and strategies for financial success.Chapters00:00 Introduction 00:43 Maximizing Cash Flow05:26 The Benefits of Hiring Antonio10:40 Avoiding the 'I Deserve' Mindset16:25 Tax Advantages for Entrepreneurs21:39 What to Expect After Hiring Antonio28:11 The CAT Method: Change, Apply, Teach32:27 Maximizing Enterprise Value37:06 Conclusion
Join my Facebook group, Tax Strategies for Real Estate Investors, and become part of a community with 5000+ high-level real estate investors ► Join here: https://www.facebook.com/groups/taxstrategyforinvestors In this episode, we're diving into the ins and outs of seller financing, a powerful tool for real estate investors. I break down how seller financing can benefit both buyers and sellers, covering everything from tax advantages to navigating inflation. We'll explore key strategies for structuring deals, overcoming financing challenges, and making seller financing work in today's high-interest rate environment. Timestamps: 00:00:00 Intro 00:04:18 Tax Advantages for Sellers 00:02:42 Seller Financing from the Buyer's Perspective 00:08:13 How to Structure a Seller-Financed Deal 00:09:26 Negotiating Terms and Interest Rates 00:06:21 Common Scenarios Where Seller Financing Works Best 00:07:10 Seller Financing as a Retirement Strategy 00:14:45 Dealing with Defaults and Contingencies 00:05:20 The Role of Inflation in Seller Financing Interested in working with me? Apply here: ► http://taxstrategy365.com/work-with-us Let's connect! ► Instagram: https://www.instagram.com/learnlikeacpa/ ► LinkedIn: https://www.linkedin.com/in/learnlikeacpa/ ► Twitter: https://x.com/LearnLikeaCPA ► Facebook: https://www.facebook.com/learnlikeacpa ► Tiktok: https://www.tiktok.com/@learnlikeacpa *None of this is meant to be specific investment advice, it's for entertainment purposes only.
Understanding the Benefits of HSAs for Healthcare SavingsIn episode 540 of the Queer Money Podcast, David and John discuss how Health Savings Accounts (HSAs) can help save money on healthcare costs. They provide a detailed explanation of what HSAs are, their benefits, and how they can reduce healthcare costs. Key topics include the tax advantages of HSAs, portability of accounts, who qualifies for HSAs, and how to open one. They also cover specific costs that can be paid using HSAs and give examples of their personal experiences with healthcare expenses. Additionally, upcoming podcast topics and resources were mentioned, such as the financial impact of HIV and retirement planning for LGBTQ individuals.Topics Covered00:00 Dramatic Opening: Stop the Insanity00:12 Introduction to Queer Money Podcast01:58 Understanding Health Savings Accounts (HSAs)04:54 Eligibility and Qualifying for an HSA08:30 Contributions and Covered Expenses11:29 Tax Advantages and Retirement Benefits13:53 Where to Open an HSA AccountFor the resources and to connect with our guests, get the show notes at: https://queermoneypodcast.com/subscribe Follow us:Queer Money InstagramQueer Money YouTubeQueer Money on TiktokDownload your FREE Queer Money Kickstarter a 9-step Guide to Kickstart Your Journey to Financial Independence
In this webinar, Dan Deppen and Justin Bogard discuss seller finance and the best practices for creating seller finance paper. They cover topics such as the value of a note, underwriting the buyer, collateral type, buyer's equity, and the terms of the loan. They also discuss the importance of using an RMLO (residential mortgage loan originator) to ensure compliance with Dodd-Frank and CFPB rules. The conversation emphasizes the trade-off between risk and reward in seller financing and the importance of attracting the right buyers through effective advertising. In this conversation, Dan Deppen discusses the importance of pay history and credit when buying and selling notes. He explains that pay history is crucial in determining the reliability of the borrower, especially for newly originated loans. Credit becomes less important when there is a good track record of payments. Poor credit can be overcome if there is a strong payment history. Dan also emphasizes the need for proper documentation and the benefits of using a loan servicer. He concludes by discussing the concept of selling partials and the potential tax advantages of creating and selling notes. Are you Ready to work with Dan to accelerate your note-investing journey? SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/ DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast WEBSITE: https://fusionnotes.com
In this episode of Financial Advisors Say The Darndest Things, A.B. Ridgeway dives into the surprising rise in the number of 401k millionaires and what it means for your financial future. Is having a million dollars in your 401k enough to retire comfortably, or are the numbers misleading? Join us as we explore the factors contributing to this growth, the challenges of achieving millionaire status in a 401k, and what you can do to improve your financial outlook.5 Key Takeaways:Record High for 401k Millionaires: Fidelity reports a record high of 500,000 retirement millionaires, showcasing a positive trend in retirement savings.The Importance of Financial Literacy: The rise in 401k millionaires is a sign that financial literacy is improving, as more people are making informed decisions about their retirement savings.Challenges for the New Workforce: Today's workforce, with its emphasis on part-time and gig economy jobs, may struggle to achieve the same retirement benefits as full-time employees with 401k plans.Tax Advantages of 401k Accounts: 401ks offer significant tax benefits by deferring taxes to retirement years, potentially saving retirees substantial amounts in taxes.Consistency is Key: Achieving millionaire status in a 401k requires consistent contributions and a long-term commitment to saving and investing.3 Memorable Quotes:"Why does it matter that people are becoming 401k millionaires? Well, it proves our point that wealthy people benefit disproportionately from tax breaks on retirement accounts, point blank period.""When you're dealing with the 401k, it's about consistency and it's about longevity, having a long time horizon. And it's about your contributions.""Financial literacy is increasing. People like you are listening to the podcast, taking advantage of these strategies, and gaining their financial freedom."
In this episode of Financial Advisors Say The Darndest Things, A.B. Ridgeway dives into the surprising rise in the number of 401k millionaires and what it means for your financial future. Is having a million dollars in your 401k enough to retire comfortably, or are the numbers misleading? Join us as we explore the factors contributing to this growth, the challenges of achieving millionaire status in a 401k, and what you can do to improve your financial outlook.5 Key Takeaways:Record High for 401k Millionaires: Fidelity reports a record high of 500,000 retirement millionaires, showcasing a positive trend in retirement savings.The Importance of Financial Literacy: The rise in 401k millionaires is a sign that financial literacy is improving, as more people are making informed decisions about their retirement savings.Challenges for the New Workforce: Today's workforce, with its emphasis on part-time and gig economy jobs, may struggle to achieve the same retirement benefits as full-time employees with 401k plans.Tax Advantages of 401k Accounts: 401ks offer significant tax benefits by deferring taxes to retirement years, potentially saving retirees substantial amounts in taxes.Consistency is Key: Achieving millionaire status in a 401k requires consistent contributions and a long-term commitment to saving and investing.3 Memorable Quotes:"Why does it matter that people are becoming 401k millionaires? Well, it proves our point that wealthy people benefit disproportionately from tax breaks on retirement accounts, point blank period.""When you're dealing with the 401k, it's about consistency and it's about longevity, having a long time horizon. And it's about your contributions.""Financial literacy is increasing. People like you are listening to the podcast, taking advantage of these strategies, and gaining their financial freedom."
In this episode, Ryan Burklo and Alex Collins discuss the topic of trusts, specifically revocable and irrevocable trusts. They explain that a trust is like a folder where you can put assets that are owned by the trust rather than by you. They discuss the roles of the grantor, trustee, and beneficiary in a trust and the benefits of a revocable trust, such as probate avoidance and flexibility. They also explain the benefits of an irrevocable trust, including tax advantages and creditor protection. They emphasize the importance of regularly reviewing and updating estate plans. Takeaways A trust is like a folder where assets are owned by the trust rather than by you. Revocable trusts offer probate avoidance and flexibility, while irrevocable trusts provide tax advantages and creditor protection. Regularly review and update your estate plan to ensure it aligns with your current situation and goals. Consult with professionals, such as estate planning attorneys, financial planners, and CPAs, to create and maintain an effective estate plan. Chapters 00:00 Introduction and Overview 02:49 Understanding Trusts: Revocable vs. Irrevocable 08:03 The Benefits of Revocable Trusts 11:35 The Advantages of Irrevocable Trusts 15:13 The Importance of Regularly Reviewing Your Estate Plan
Do you have a 401k retirement plans? In this episode, we are focusing on the crucial aspects of contributions, employer matching, and the often-overlooked withdrawal process. Drawing from his years of experience as a Certified Private Wealth Advisor professional®️, A.B. Ridgeway breaks down the intricacies of 401k plans, emphasizing the importance of making informed decisions to avoid costly mistakes. This episode is packed with valuable insights and practical advice for Christian investors who want to ensure their retirement savings are both righteous and abundant.Key Takeaways:Understanding 401k Contributions and Employer Matching Many Christian investors miss out on free money because they don't fully understand how their 401k plan works. A 401k is not an investment itself, but a tax code for a retirement account. It's crucial to not only contribute to your 401k but also to select appropriate investments within the plan. Employer matching is essentially free money, often equating to up to 6% of your salary, which can significantly boost your retirement savings.Tax Advantages and Implications of 401k Withdrawals Contributions to a 401k plan are tax-deferred, meaning they reduce your taxable income in the year they are made. However, withdrawals from the account are taxed as ordinary income. A.B. Ridgeway explains how proper financial planning can help you withdraw funds in a tax-efficient manner, potentially saving you thousands of dollars in taxes during retirement.The Consequences of Early Withdrawals Withdrawing from your 401k before reaching retirement age (59.5 years, or 55 if separated from your employer) can result in a 10% penalty, in addition to regular income taxes. This episode includes a cautionary tale of a client who made an emotional decision to withdraw early, resulting in a tax bill that wiped out nearly half of his retirement savings.The Role of a Financial Advisor in Managing Your 401k A financial advisor plays a critical role in helping you navigate the complexities of your 401k. A.B. Ridgeway stresses the value of professional guidance to ensure your retirement savings are maximized and protected. He also discusses the importance of having a financial plan in place to avoid costly mistakes, such as unnecessary fees or poor investment choices.Quotes:"Your 401k is not an investment—it's a tax code that gives you a tax-advantaged retirement account.""Employer matching is essentially free money. If you're not taking full advantage of it, you're leaving money on the table.""The emotional decisions you make today can have long-lasting financial consequences. It's crucial to consult with a financial advisor before making any significant moves."
Do you have a 401k retirement plans? In this episode, we are focusing on the crucial aspects of contributions, employer matching, and the often-overlooked withdrawal process. Drawing from his years of experience as a Certified Private Wealth Advisor professional®️, A.B. Ridgeway breaks down the intricacies of 401k plans, emphasizing the importance of making informed decisions to avoid costly mistakes. This episode is packed with valuable insights and practical advice for Christian investors who want to ensure their retirement savings are both righteous and abundant.Key Takeaways:Understanding 401k Contributions and Employer Matching Many Christian investors miss out on free money because they don't fully understand how their 401k plan works. A 401k is not an investment itself, but a tax code for a retirement account. It's crucial to not only contribute to your 401k but also to select appropriate investments within the plan. Employer matching is essentially free money, often equating to up to 6% of your salary, which can significantly boost your retirement savings.Tax Advantages and Implications of 401k Withdrawals Contributions to a 401k plan are tax-deferred, meaning they reduce your taxable income in the year they are made. However, withdrawals from the account are taxed as ordinary income. A.B. Ridgeway explains how proper financial planning can help you withdraw funds in a tax-efficient manner, potentially saving you thousands of dollars in taxes during retirement.The Consequences of Early Withdrawals Withdrawing from your 401k before reaching retirement age (59.5 years, or 55 if separated from your employer) can result in a 10% penalty, in addition to regular income taxes. This episode includes a cautionary tale of a client who made an emotional decision to withdraw early, resulting in a tax bill that wiped out nearly half of his retirement savings.The Role of a Financial Advisor in Managing Your 401k A financial advisor plays a critical role in helping you navigate the complexities of your 401k. A.B. Ridgeway stresses the value of professional guidance to ensure your retirement savings are maximized and protected. He also discusses the importance of having a financial plan in place to avoid costly mistakes, such as unnecessary fees or poor investment choices.Quotes:"Your 401k is not an investment—it's a tax code that gives you a tax-advantaged retirement account.""Employer matching is essentially free money. If you're not taking full advantage of it, you're leaving money on the table.""The emotional decisions you make today can have long-lasting financial consequences. It's crucial to consult with a financial advisor before making any significant moves."
A jam packed pizza including Coach Pete D'Arruda has a conversation about the book The Richest Man in Babylon, Joe Murphy has some thoughts on when is the right time to put a plan together, Gregg Berrian has a case study and Brian Quaranta outlines what happens at a first meeting. That and more on Financial Pizza. To learn more about producing your own podcast visit Broadcasting Experts. See omnystudio.com/listener for privacy information.
In this episode, we dive into the life-changing benefits of buying your first rental property. We'll share how it transformed our lives both financially and psychologically, opening up a world of passive income, appreciation, equity building, tax advantages, leverage, and even a hedge against inflation.We'll also discuss the mental shift from being a consumer to an investor, the entrepreneurial mindset that comes with property ownership, and the invaluable growth and problem-solving skills we've developed along the way. Whether you're just starting out or looking to expand your investment portfolio, this episode is packed with insights on why it's crucial to start early and make smart decisions for long-term financial independence. Plus, we'll talk about the importance of surrounding yourself with like-minded individuals and invite you to join our coaching program. Don't miss out – this episode is your call to action in real estate investing! RESOURCESDo you need financing for your next home or investment property purchase? Click HERE to schedule a pressure free consultation call with our personal mortgage lender Travis David of CMG Home Loans. He will help assess your current situation and will work with you to map out a plan for the future! ** Looking to buy real estate WITHOUT bank loans, credit, or significant cash? Click HERE to schedule a call with creative finance coaches Jenn and Joe DelleFave. **Click HERE to download Backflip, the all-in-one app for real estate investors. Backflip allows you to analyze deals, run comps and even apply for loans in seconds. The best part is, it's FREE.**If you enjoy the show, please leave us a review on Apple Podcasts or Spotify! It takes less than a minute and makes a huge difference in helping us land high profile guests to best serve our audience. Previous Guests Include:Brandon Turner, Tarek El-Moussa, David Greene, Tony J. Robinson, Mike Ayala, Jamie Gruber, Robert Croak, Mark Simpson, Chad “Coach” Carson, Heather Blankenship, Tim Bratz, J. Scott, Matt Faircloth, Michael Elefante, Devon Kennard, Paula Pant, Jake Harris, and Avery CarlSocial Channels:Instagram: instagram.com/wealthjuiceofficialYouTube: youtube.com/@wealthjuiceofficial**Disclaimer: The information provided in this podcast is for informational purposes only and should not be considered as financial advice. The content of this podcast is based on the personal opinions and experiences of the speakers, and it is important to do your own research and seek professional advice before making any financial decisions. Investing in financial markets involves risk, and you should be aware of the potential for loss. Always consult with a qualified financial advisor or professional before making any investment decisions. Remember, the opinions expressed in this podcast are solely those of the individuals involved and do not necessarily reflect the views of any organizations they are affiliated with.
Whole life insurance can transform your financial strategy beyond just death benefits. Brian Moody and Hans Toohey discuss the versatility of whole life insurance as more than just a safety net after death. Whole life insurance policies provide control and flexibility under a unilateral contract. It's important to choose reputable companies, particularly mutual companies that share profits with policyholders, enhancing the benefits of these policies. These policies benefit from guaranteed growth, independent of market conditions, and provide safety as one of the most secure financial vehicles available. Hans discusses the concept of uninterrupted compound interest, describing how whole life insurance ensures a consistent return, free from market volatility. Hans and Brian also talk about the liquidity aspects of whole life insurance; policy loans offer a unique form of financial flexibility, allowing policyholders to access funds without the usual constraints or penalties associated with other financial products. Whole life insurance offers other benefits, including tax advantages, inflation resistance, and creditor protection. Brian and Hans explain how these policies can serve as a reliable source of passive income in retirement, offering tax-free withdrawals and providing a financial safety net for policyholders and their beneficiaries. Listen to learn more about how whole life insurance can be a powerful component of your financial strategy, offering security, growth, and flexibility. Key Takeaways: Whole Life Insurance as a Savings Vehicle: Whole life insurance, particularly from mutual companies, can be an excellent savings environment with over 20 beneficial attributes, making it more efficient than standard savings accounts or money market accounts. Tax Advantages and Asset Protection: These policies offer tax-free growth, tax-free access to cash value through loans, and tax-free transfer of the death benefit to beneficiaries. They also provide creditor protection in most states, shielding both cash value and death benefits from lawsuits and creditors. Flexibility and Control: Policyholders have significant control over their policies, including flexible loan provisions without underwriting, unscheduled loan repayments, and the ability to change beneficiaries or transfer ownership easily. Inflation Resistance and Market Volatility Buffer: Whole life insurance policies are designed to be inflation-resistant, with level premiums becoming easier to pay over time in inflationary environments. They can also serve as a buffer against market volatility, allowing policyholders to access cash value during market downturns instead of selling depreciated assets. Resources Mentioned Creditor Protection by State: https://www.insuranceandestates.com/life-insurance-creditor-protection-by-state/ Got Questions? Reach out to us at info@remnantfinance.com Learn more about Remnant Finance and IBC at https://www.remnantfinance.com FOLLOW REMNANT FINANCE Youtube: @RemnantFinance (https://www.youtube.com/@RemnantFinance) Facebook: @remnantfinance (https://www.facebook.com/profile?id=61560694316588) Twitter: @remnantfinance (https://x.com/remnantfinance) TikTok: @RemnantFinance Don't forget to hit LIKE and SUBSCRIBE
#180: Chris hosts a debate about whether stock investing or real estate is the faster path to wealth. He's joined by experts from The Motley Fool and BiggerPockets who dive into tax advantages, cash flow potential, long-term returns, and wealth-building strategies associated with each investment path to help you make informed decisions. Jason Moser and Matt Argersinger are analysts at The Motley Fool, a financial services company that provides free and premium investment guidance to millions of investors. Scott Trench is CEO and President and Dave Meyer is VP of Market Intelligence at BiggerPockets, the world's largest online network of real estate investors. Link to Full Show Notes: https://allthehacks.com/investing-stocks-vs-real-estate Partner Deals Copilot: Free 2 months access to my favorite personal finance app with code HACKS2 Greenlight: First month free on a debit card and money app to raise financially smart kids Fabric: Affordable term life insurance for you and your family MasterClass: Learn from the world's best with 15% off Daffy: Free $25 to give to the charity of your choice For all the deals, discounts and promo codes from our partners, go to: allthehacks.com/deals Resources Mentioned BiggerPockets The Real Estate Podcast Real Estate Investment Trusts (REITs) The “Value-Add” Playbook 1031 Exchange The “Middle Class Trap” The Motley Fool Motley Fool Money Podcast Index Funds: A Beginner's Guide Self-Directed IRA Full Show Notes (00:00) Introduction (02:21) Defining Stock Investing Vs. Real Estate Investing (03:59) The Case For Stock Investing (06:52) Why You Should Invest In Real Estate First (08:03) Barriers To Entry For Stocks vs. Real Estate (10:40) Getting Returns on Stocks vs. Real Estate (13:34) Volatility: How Much Risk Is Involved? (15:47) How To Diversify In Real Estate (21:25) Forced Selling in Real Estate vs. Stocks (24:07) Leveraging Real Estate Investment Trusts (26:24) Value Add Investing in Real Estate (27:48) Time Investment: Managing Stock vs. Real Estate Portfolios (37:41) Can You Leverage The Stock Market For Higher Return? (39:55) Liquidity in Stock Market vs. Real Estate (42:22) Tax Advantages of Investing in Stocks vs. Real Estate (44:52) Closing Arguments for Real Estate vs. Stocks (46:29) Diversifying Your Investment Portfolio With Both Stocks and Real Estate Connect with All the Hacks All the Hacks: Newsletter | Website | Membership | Email Chris Hutchins: X | Instagram | Website | LinkedIn Editor's Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aurelie joins the show today to take us on her journey from France, around the world, and eventually landing in Dubai. She explains what attracted her to the United Arab Emirates, how it's possible to leverage some of the tax breaks here, and the steps you can take to follow in her footsteps. We also chat about the realities of living abroad in the Middle East, especially from the standpoint of a female, and the life challenges that caused her to make a move abroad. "This episode originally aired on Feb 2022 and taxes in foreign countries in an ever-changing situation. Please use this episode for entertainment and inspirational purposes only, this is not legal or tax advice - you should consult a professional for a formal consultation. Note that Aurelie is not an immigration, tax, or legal professional, and cannot personally help you with your move to Dubai” Connect and learn more about Aurelie work at: ▪︎ Website ▪︎ Instagram ▪︎ Linked In Related episodes: Traveling with pets & life abroad in Lyon, France, with the Founder of Avvinue Building the digital nomad visas in Greece, Dubai & Albania with the founder of the digital nomad association How to move to France w/ The American in Paris Learn more about My Expat Taxes here. This episode was brought to you by Lexidy, the team of lawyers and advisors I trust for all my visa, tax, and property challenges in Spain, Greece, Italy, France & Portugal. Use the code "AboutAbroad2023" to receive 10% of your first service, Click to learn more. The partnership mentioned above may include affiliate links that will pay About Abroad a referral fee at no additional cost to you. If you're enjoying the podcast, please consider taking 2 minutes to leave a short review at: Leave a 5-star Review Support the Podcast: ▪︎ Follow on Instagram ▪︎ Connect on LinkedIn ▪︎ Subscribe on YouTube
Which will make you richer: real estate vs. stocks? We brought the fine folks from The Motley Fool on the podcast to get into a serious debate over which asset makes you more money, which is easier to invest in, and which saves you the most in taxes. We'll go head-to-head against The Motley Fool's Jason Moser and Matt Argersinger to finally answer the age-old question: Should you invest in stocks, real estate, or both? For this debate, we had to bring out the big guns. That's why Dave Meyer and BiggerPockets CEO Scott Trench will be on team real estate for this debate, as Chris Hutchins from All the Hacks moderates to ensure things stay fair. Although we'd love to admit that we crushed this debate, there are some moments when the stock investors will surprise you, showing that real estate may not be for everyone and how stocks beat real estate in numerous ways. But that doesn't answer the question, “Does real estate make you richer?” Don't worry; we'll get into all that in this debate. Stick around as we get into the topics you care about most: building wealth, barriers to entry, volatility and risk, diversification, REITs vs. rentals, leverage and liquidity, time commitments, tax advantages, and more. If you're itching to park your cash in an investment, hear out the debate BEFORE you make a move! Support today's show sponsor, Rent App: the free and easy way to collect rent! In This Episode We Cover The ultimate real estate vs. stocks debate (and which will make you richer) Barriers to entry and which asset class is the EASIEST for beginners Volatility and risk, and the sizable advantage real estate has for stable pricing REITs (real estate investment trusts) vs. rentals and the more “passive” type of real estate investing How much time it actually takes to succeed at stock investing and landlording The MASSIVE tax advantages to real estate investing that stocks cannot beat Why BiggerPockets CEO Scott Trench invests more in stocks than in real estate (!?) And So Much More! (00:00) Intro (02:20) Stocks vs. Real Estate Investing (04:08) Building Wealth (08:43) Barriers to Entry (14:50 )Volatility and Risk (20:41) Diversification (23:42) REITs (Real Estate Investment Trusts) vs. Rentals (32:57) Time Commitments (35:53) Leverage and Liquidity (41:12) Tax Advantages (43:54) Closing Arguments Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/real-estate-955 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn how to become a millionaire with real estate EVEN in 2024. You're trying to make big wealth-building moves this year, but how do you reach seven figures without any real estate experience? Thankfully, you don't need to be an investing expert or property-picking genius to make a millionaire dollars in real estate—you just need to follow the basic steps almost any real estate millionaire follows. So, how do you get started? We're going to show you in today's episode! It should be no surprise that our two hosts, David Greene and Rob Abasolo, are real estate millionaires and have been for years. After grinding away and buying multiple properties, both David and Rob realized, almost accidentally, that they had million-dollar net worths. What they did to get there wasn't high risk, didn't take a whole lot of time, and is easily repeatable by any real estate investor EVEN in 2024. So, today, our millionaire hosts will show you exactly what they did to make a million dollars, the easiest ways to get started in real estate today so you can begin building wealth, the strategies anyone can use to make tens if not hundreds of thousands of dollars in equity, and what you can do NOW even if you NO cash to invest. In This Episode We Cover: How to become a millionaire (even in 2024) through real estate investing What a millionaire actually is, and why so many people get this calculation wrong The beginner strategies ANYONE can use to become a millionaire in today's economy Whether or not a million dollars is even enough to be considered “wealthy” in 2024 The two most powerful investing levers you can pull to become a millionaire faster How long it will take to make a million dollars, and the FIRST STEP you should focus on And So Much More! Links from the Show Find an Agent Find a Lender BiggerPockets Youtube Channel BiggerPockets Forums BiggerPockets Pro Membership BiggerPockets Bookstore BiggerPockets Bootcamps BiggerPockets Podcast BiggerPockets Merch Join BiggerPockets for FREE Learn About Real Estate, The Housing Market, and Money Management with The BiggerPockets Podcasts Get More Deals Done with The BiggerPockets Investing Tools Find a BiggerPockets Real Estate Meetup in Your Area Expand Your Investing Knowledge With the BiggerPockets Books Be a Guest on the BiggerPockets Podcast David's BiggerPockets Profile David's Instagram Rob's BiggerPockets Profile Rob's Instagram Rob's TikTok Rob's X/Twitter Rob's YouTube BiggerPockets' Instagram Start Connecting with Other Investors in The BiggerPockets Forums The Millionaire Formula: 10 Steps to Hit 7-Figure Net Worth Top 10 Tax Advantages of Investing in Real Estate Books Mentioned in this Show: BRRRR by David Greene The House Hacking Strategy by Craig Curelop Pillars of Wealth by David Greene Click here to listen to the full episode: https://www.biggerpockets.com/blog/real-estate-906 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
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