Podcasts about tax strategies

In this conversation, Brian Fine shares his journey as a real estate investor, detailing his transition from flipping houses to building a multifamily rental portfolio and eventually moving into private lending. He discusses the importance of networking, the nuances of different asset classes, and the strategies involved in navigating the lending landscape. Brian emphasizes the significance of understanding market dynamics and tax implications in real estate investing, providing insights into how investors can optimize their portfolios and manage risks 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   —--------------------

For most entrepreneurs, consuming alcohol is a normalized social ritual. From networking, entertaining clients, and celebrating successes to relaxing with our friends and family. But as you'll hear from today's guest, alcohol is really just “attractively packaged poison” for our bodies. Even one or two drinks a night can slowly erode productivity, focus, and decision-making, costing millions of dollars over an entrepreneur's lifetime.James Swanwick knows this firsthand. A former ESPN SportsCenter anchor, James walked away from alcohol in 2010 and saw instant improvements that transformed his life, health, and career trajectory.Today, he's the founder of Project 90, a neuroscience-based coaching program with a 98% success rate in helping executives, entrepreneurs, and investors reduce or eliminate drinking in just 90 days. He's also the author of Clear, a practical guide to quitting alcohol without AA, rehab, or willpower.In this episode, you'll hear the shocking financial and personal costs of drinking—even in moderation—and why going alcohol-free gives high performers and entrepreneurs an ‘unfair' competitive advantage. James also shares the science behind alcohol's impact on the brain and body, and how eliminating or significantly reducing alcohol from your life can multiply your clarity, relationships, and wealth.In this episode, you'll learn: 1.) Why having just one drink a day can quietly destroy your health, relationships, and wealth.2.) The neuroscience-backed framework with a staggering 98% success rate that James uses in Project 90 to help entrepreneurs and executives eliminate alcohol and unlock peak performance.3.) What James calls the “Lost Revenue Calculator” to demonstrate how much an entrepreneur who generates millions in revenue each year could benefit from an alcohol-free lifestyle.Show Notes: LifestyleInvestor.com/259Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us a textIf you earn over $250,000 or plan to sell a highly appreciated asset, this episode could save you hundreds of thousands in taxes. Most business owners stop at basic deductions and retirement plans, but the wealthy use strategies that go far beyond that. In this episode, we break down the five categories of advanced tax planning, when they apply, and how to use them the right way.

Most small business owners don't realize that staying a sole proprietor or single-member LLC can cost them thousands every year. In this episode, Tiffany Phillips breaks down when and why you should switch to an S-corporation—and how it can cut your self-employment taxes by 15% or more. Learn the smart strategies behind setting a “reasonable salary,” how to balance salary and distributions, and why entity structure is the foundation of tax planning and wealth protection. Tiffany shares real stories of business owners who saved tens of thousands by making this simple change. If you want to stop overpaying taxes and build long-term wealth, this episode is your wake-up call. Don't leave money on the table—tune in now.   Next Steps:

Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Submit a question here: https://app.hawsfederaladvisors.com/question-submission I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.

On this week's Money Matters, Scott and Pat break down just how complex the tax system has become—and why staying ahead of the changes matters more than ever. You'll hear from one caller trying to track down the value of old savings certificates from the 1980s, another wrestling with how to allocate investments for better tax efficiency, and a listener who made major changes after Scott and Pat helped him realize the true cost of a Variable Universal Life (VUL) insurance plan. If you've ever wondered whether your tax strategy is working for you—or against you—this one's for you. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Ready to master your business finances and avoid costly mistakes? In this episode of Walk In Victory, host NaRon Tillman sits down with financial expert Ronika Khanna to break down the difference between good debt and bad debt, reveal must-know tax strategies, and share the real secrets behind financial management for entrepreneurs. Whether you're a solopreneur facing your first tax season or a small business owner looking to level up your financial strategy, this episode gives you the tools and mindset shifts you need. Discover how to leverage debt for growth, avoid the most common financial pitfalls, and build resilience in uncertain times. Ika also covers the impact of COVID-19 on business finances, the importance of paying yourself, and how to maximize tax credits and deductions.

In this episode of the Real Estate Pros podcast, host Q Edmonds interviews Kyle Fitzgerald, a seasoned expert in redevelopment and demolition. Kyle shares his journey from childhood experiences in construction to his current focus on deconstruction and tax strategies that benefit both developers and the community. He emphasizes the importance of resilience in real estate, discusses challenges he's faced, and highlights his commitment to community investment and personal growth.   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   —--------------------

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereShould you really set up a holding company for tax savings—or could it actually cost you more in the long run?Many Canadians hear that incorporating is the golden ticket to tax efficiency and wealth building. But the truth is more nuanced. If you're a T4 employee or just starting your real estate journey, rushing into a corporate structure might create unnecessary fees, added complexity, and even higher taxes. The real challenge is knowing when incorporation makes sense and when it's better to stay personal with your investments. This episode unpacks the myths and realities so you don't fall into an expensive trap.By tuning in, you'll discover:Why transferring personal investments into a holding company can backfire tax-wise.The clear line between when to keep assets personal versus when a corporation truly adds value.How to build a strategy that creates a tax problem worth solving—rather than a structure that solves nothing.Press play now to learn how to spot the right time—and the wrong time—to incorporate on your path to financial freedom.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Building long-term wealth in Canada requires more than just saving—it's about investment optimization, tax-efficient investing, and making the right choices between personal vs corporate tax planning. Whether you're exploring holding companies, corporate structures, or real estate investing in Canada, a smart Canadian wealth plan aligns your financial vision setting with proven wealth building strategies. From RRSP optimization and navigating salary vs dividends in Canada to using retirement planning tools for an early retirement strategy, the key is balancing financial buckets for growth, proReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Too many professionals pursue prestige and big paydays, only to feel trapped in exhausting, unfulfilling careers. Nowhere is that more obvious than in Big Law, where young attorneys trade passion for paychecks—often at the cost of burnout, depression, and a life they never wanted.Bill Reid broke that mold. As a nationally recognized trial lawyer and co-founder of Reid Collins, he's spent decades taking on corporate giants—banks, accounting firms, and institutions most people thought were untouchable. In his new book, Fighting Bullies: The Case for a Career in Plaintiffs' Law, he reveals the truth behind Big Law's broken model and shows why pursuing passion and purpose leads not only to success, but to freedom.What makes Bill's story resonate far beyond the legal world is the life he's designed along the way—one of wealth, health, impact, and experiences that his peers envy. His journey is proof that you don't have to sacrifice your freedom to build real prosperity.In this episode, you'll learn: 1.) Why Big Law traps so many young attorneys—and how to avoid falling into the same paycheck-driven path.2.) How AI is disrupting industries like law—automating tasks like document review and contracts, and forcing efficiency over billable hours.3.) Bill's blueprint for an “epic life”—balancing high-stakes work, entrepreneurship, health, and unforgettable experiences with friends and family.Show Notes: LifestyleInvestor.com/258Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of the Tax Smart REI Podcast, hosts Thomas Castelli and Ryan Carriere, CPA, dive into one of the most-requested topics from high-income investors and professionals, W-2 tax strategies. Tune in to learn: - Why W-2 income is so highly taxed and the biggest obstacles to offsetting it - How Section 469 passive activity rules work and proven ways to navigate them with real estate professional status (REPS) or short-term rentals - How the $626,000 Excess Business Loss (EBL) limit applies to high earners and how to strategically plan around it - Ways to generate non-passive losses through active businesses and oil & gas investments - How to stack charitable deductions (like donor-advised funds, CRTs, and CLTs) on top of business losses for maximum impact - Traditional but powerful tactics, including 401(k)s, HSAs, SALT deductions, and capital loss harvesting - Which “too-good-to-be-true” tax schemes to avoid and how to spot them before they get you audited This comprehensive breakdown gives you a complete view of W-2 taxation. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Connect with Eckard Enterprises: eckardenterprises.com/taxsmartrei/ The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Jim Oliver sits down with Brett Swarts to tackle the part of exiting most owners ignore until it's painful: Taxes. Brett is the founder of Capital Gains Tax Solutions, a real estate broker and tax strategy specialist with deep expertise in Deferred Sales Trusts (DST), Delaware Statutory Trusts, and 1031 exchanges. He hosts the “Build It to Billions” and “Capital Gains Tax Solutions” podcasts.  Together, Jim and Brett lay out how purpose-driven entrepreneurs can engineer an exit that prioritizes tax flow, converts to truly passive income, and preserves control and flexibility. What You'll Learn: Why most CPAs “report the score” and how a true tax strategist changes outcomes Tax flow vs. cashflow: deferring cap gains to compound what would've gone to the IRS A “2.0” exit for larger deals: using a Deferred Sales Trust for cap gains and estate tax planning When 1031s become a “shotgun wedding”—and smarter blends (partial 1031 + DST + cost seg) How to define and build TPI (truly passive income) so your time, not the asset, drives your life Action Steps: 1. Build the Exit Blueprint Quantify net proceeds, gain, debt, and estate exposure. Set a clear monthly TPI target before signing an LOI. 2. Upgrade the Bench Add a tax strategist alongside CPA/attorney. Evaluate DST, partial 1031, bonus depreciation, and insurance—pick tools, not dogma. 3. Allocate for TPI Diversify post-sale capital into vehicles that deliver durable, hands-off cashflow while keeping optionality for future deals. Brett Swarts' Final Word “Truly passive income is to your freedom and impact what compounding interest is to your money. Lead with tax flow—and let it compound.” Connect with Brett Swarts: Website: https://capitalgainstaxsolutions.com/ Website https://brettswarts.com/ YouTube: http://www.youtube.com/@CapitalGainsTaxSolutions

Many entrepreneurs fail at investing for one simple reason: they say “yes” too much. In this episode, Erik Van Horn and Justin Donald break down the investor mindset, tax plays that compound, and how world-class networks unlock better terms, sponsors, and returns—plus the Guardian Bikes grand-slam story (featuring Mark Cuban).   Timestamps:   00:00 – Why great investors say “no” 95% of the time 01:57 – Solar credits & how fast legislation changes 03:56 – Masterminds that pay for themselves 04:24 – Compounding: tax, education, deals 07:37 – Money-back guarantees from sponsors?! 11:06 – The real ROI of networks (vendors, sponsors, peers) 12:40 – Deal terms you should ask for: the “put option” 24:53 – How to spot outlier deals that look “the same” 46:56 – Family-office asset allocation (60/40 is dead) 50:44 – Build a non-emotional investment machine   Resources Mentioned   Website: lifestyleinvestor.com  – free resources, masterclasses, masterminds, and courses   Podcast: https://lifestyleinvestor.com/podcast/   Book: The Lifestyle Investor (updated & expanded edition) https://access.lifestyleinvestor.com/lifestyleinvestor-book?utm_source=website&utm_medium=organic&utm_campaign=redirect   Free strategy call: lifestyleinvestor.com/consultation     Connect with Erik Van Horn:

Are you claiming Social Security too soon—and missing out on bigger benefits? JoePat Roop breaks down the real math behind Social Security timing, tax-smart strategies, and why your retirement plan should be as unique as your dreams. Discover how to protect your savings, maximize income, and spend more time doing what you love with the people who matter most. For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Ready to take control of your retirement? Start your Retirement TEAM Action Plan at ARHQ.com or call 419-794-3030 to speak with a retirement planning specialist today! Is your retirement plan built on shaky assumptions?In this episode, Nolan Baker, the President & CEO of ARHQ, and Scott Kerschner, the director of America's Medicare Associates,dive into the overlooked pitfalls of Roth IRA conversions, the evolving role of bonds in retirement portfolios, and the looming uncertainty around Social Security. The hosts unpack common missteps in Roth strategies that could trigger unexpected tax burdens, explore how bonds have historically anchored retirement income, and stress the urgency of preparing for potential Social Security cuts. With a focus on strategic foresight and collaboration with financial advisors, this conversation offers a grounded look at navigating retirement’s most pressing challenges. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing a single location for all your retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement, so you can enjoy financial confidence and peace of mind. Visit Us: 1700 Woodlands Drive, Maumee, OH 43537 Call Us: 419-794-3030 Learn More: ARHQ.com See omnystudio.com/listener for privacy information.

Is Social Security really running out of money—and what can you do about it? Certified financial planner Mike Douglas breaks down the latest headlines, explains why relying on a single income stream is risky, and shares practical strategies for building a resilient retirement plan. Learn how to diversify your income, optimize taxes, and stay proactive in uncertain times—all without falling for fear-driven news or clickbait. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

What if the secret to lasting wealth isn’t flashy cars or big houses, but quiet, consistent choices anyone can make? In this episode, Abe Ashton reveals how “stealthy wealthy” families build financial security through smart tax strategies, incremental investments, and the power of time. Discover real stories and practical shifts you can start today—no magic tickets, just proven habits for a stronger retirement. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. Tune into Abe and his team on Tuesday at 5:30pm on Patriot Radio KSGO. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

Are you ready to retire smarter, not harder? In this episode, Steve Hoyl and Derrek Caldwell reveal why the biggest expense in retirement isn’t what you think—and how “Texas style” planning can help you keep more of your money. Discover the secrets to efficient tax strategies, sustainable income, and thinking outside the box for a retirement that fits your life, not just your finances. Whether you’re five years from retirement or already there, learn how to avoid common mistakes and make your golden years truly golden. Get Your Complimentary Retirement Analysis Social Media: Facebook | XSee omnystudio.com/listener for privacy information.

Could you be letting thousands of dollars slip through your fingers by not understanding the latest tax laws? Renowned tax strategy expert Tyler McBroom is on the 365 Driven podcast to uncover essential tax savings strategies every business owner should know. With the year-end looming, Tyler reveals the significance of proactive tax planning and how leveraging the right tax codes can allow you to reinvest in your business rather than handing over your hard-earned money to the IRS. Tyler breaks down recent tax legislation changes, clarifying deductions that benefit both individuals and business owners. Tyler demystifies the often confusing terrain of tax deductions, like those for overtime and tips, and offers fresh insights into payroll taxes and Social Security. Get acquainted with the $6,000 senior deduction for those over 65 and understand how these shifts can enhance your financial planning, whether you're itemizing or taking the standard deduction. Whether you're a new S-corp owner, a seasoned entrepreneur, or someone managing a side hustle, understanding the tax advantages available to you can lead to significant savings. From the nuances of LLCs and maintaining accurate records with tools like QuickBooks, to maximizing deductions through bonus depreciation and home office claims, this episode is packed with actionable insights. Together, Tyler and Tony stress the importance of scheduling proactive meetings with your accountant, especially as the holiday rush draws near, so you can optimize your tax strategy and ensure your financial decisions are timely and effective. Key highlights: Tax Savings Strategies for Business Owners Tax Deductions Simplified for Individuals Tax Advantages for Business Owners Tax Benefits of Bonus Depreciation Maximizing Home Office Tax Deductions Tax Planning Strategies for Business Owners Connect with Tyler McBroom: Instagram: @tylermcbroom Connect with Tony Whatley: Website: 365driven.com Instagram: @365driven Facebook: 365 Driven

In this episode of the Investor Fuel podcast, host Michelle Kesil speaks with Scott Saunders, an expert in 1031 exchanges and tax strategies for real estate investing. Scott shares insights on how to keep more money, store it effectively, and deploy it into passive income through real estate. He emphasizes the importance of community support in achieving financial freedom and discusses strategies for optimizing real estate portfolios and understanding tax benefits. Listeners are encouraged to engage with resources and communities that can help them on their journey to financial independence.   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   —--------------------

It's autumn. The leaves are changing to brilliant colours, outdoor BBQs are getting wrapped up for the winter, and for those lucky enough to own a family cottage, the pipes will need winterizing and the windows are boarded up. In the land of real-asset investing, where does cottage ownership fit? Is it an investment, or a cost, season after season? And how to divide such assets between children when a parent dies, or when parents would like to sell out of their interest? There are several tax efficient manners in which to attempt such a thing, and there are also a host of tax inefficient ways pass on the family heirloom. Joining today's episode to get to the tax structures that really matter when attempting to change the deed on a family cottage is Director of Tax and Retirement Research, Jacqueline Power. Recorded on September 24, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Can a hot dog really cost you 36 minutes of life—and what does that have to do with retirement planning? In this episode, Abe Abich breaks down the myths of market-based retirement advice, the power of Roth IRAs, and the importance of proactive tax and income strategies. Real client stories illustrate how planning can transform retirement from reactive to confident living. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Are financial headlines making you anxious about retirement? Michigan’s Retirement Coach, Mike Douglas, reveals how to cut through market noise and build a plan that brings confidence and clarity. From Fed rate drama to tax surprises, discover real stories and strategies for protecting income, managing risk, and minimizing taxes. Learn why a personalized retirement plan beats generic advice—and how intentional planning can lead to a truly tax-efficient future. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Lynn Richardson. A financial expert, author, and speaker. Here’s a breakdown of the key topics and highlights: Key Themes & Highlights Financial Mindset & Money Management Richardson emphasizes the importance of financial literacy and shifting one's mindset about money. She discusses how spending habits and financial discipline impact long-term wealth. Multiple Streams of Income She explains the necessity of diversifying income sources to achieve financial stability. Richardson shares strategies for entrepreneurs to maximize earnings through various business ventures. Estate Planning & Generational Wealth Richardson stresses the importance of estate planning to protect assets and ensure financial security for future generations. She highlights common mistakes people make when failing to plan for their financial legacy. Tax Strategies & Business Ownership She provides insights on tax deductions, particularly for home-based businesses. Richardson explains how proper business structuring can lead to financial advantages. Financial Education & Community Impact She advocates for financial education in underserved communities. Richardson discusses her mission to empower individuals through financial coaching and mentorship. About Dr. Lynn Richardson Dr. Lynn Richardson is a financial guru, ordained minister, and best-selling author specializing in wealth-building strategies. She has been featured on The Steve Harvey Show and has helped thousands of individuals break the cycle of living paycheck to paycheck. Through her W.E.A.L.T.H. University, she provides resources on budgeting, investing, and entrepreneurship to help people achieve financial freedom. #AMI #STRAW #BEST #SHMSSee omnystudio.com/listener for privacy information.

If you're a law firm owner who feels like you're working harder but keeping less, this conversation is going to hit home. Bridgit Norris sits down with Frank Rekas, a CPFA with 34 years in financial services who serves as a “Personal CFO” to attorneys and has earned the nickname “The Tax Whisperer.” Frank's not just another advisor—he's built a systematic approach to help lawyers minimize taxes, protect assets, and grow wealth with purpose.From uncovering hidden leaks in your finances to strategies for building generational wealth, Frank reveals why winging it with your money is costing you more than you realize.Stick around, because this episode gives you the clarity and confidence to finally make your money work as hard as you do.Key Takeaways from Bridgit and Frank:1. Stop Winging It With Your FinancesMany attorneys bring in strong revenue but fail to track or plan their money, leaving them vulnerable to overspending, missed deductions, and tax surprises.Building even small proactive systems gives you control instead of chaos.2. Proactive Tax Planning Beats Reactive ReturnsMost CPAs look backwards, filing returns instead of helping clients plan ahead.Frank stresses the value of collaborating with proactive tax professionals who align entity structure, retirement contributions, and deductions to keep more money in your pocket.3. The Right Retirement Plan Unlocks Big SavingsA simple 401(k) often isn't enough for high-earning attorneys.Leveraging cash balance or defined benefit plans can allow six-figure contributions, creating massive tax savings while building long-term wealth.4. Protect and Pass on Generational WealthThrough approaches like the Rockefeller method, life insurance can be more than protection—it can become a tool for passing down wealth across generations and putting your heirs in a stronger financial position than you started with.5. The First Step Is Deciding to ActWhether you're new or twenty years into practice, it's never too late to put the right plans in place.Progress starts with one intentional step—like a 30-minute call with an advisor—to begin turning scattered finances into a strategy. "Every decision has a consequence—even not doing something is a decision." — Frank RekasGet in touch with Frank:Website: https://palmwealthpartners.com/Email: frank@palmwealthpartners.comLinkedIn: https://www.linkedin.com/in/frankrekas/Book time to meet with Frank

College tuition is one of the biggest financial burdens families face. Sticker prices are outrageous, financial aid feels confusing, and many parents resign themselves to paying full price—or worse, watching their kids drown in student debt.What if you could legally and strategically cut tens of thousands of dollars off your child's tuition bill every single year?That's exactly what Seth Greene helps parents do. Seth is the founder of one of the first and top college financial aid negotiation firms in the U.S., a financial strategist, and co-host of the SharkPreneur podcast. His firm helps families save an average of $37,000–$70,000 per year per child on college education.In this episode, Seth breaks down the “gameable” formula that determines how much the government thinks you can afford, the biggest mistakes families make when applying for aid, and the powerful negotiation strategies that colleges don't want you to know.By the end, you'll walk away with actionable insights that could save you six figures per child—freeing up money to invest, grow, and build the lifestyle you really want.In this episode, you'll learn: 1.) The single most important number in college financial aid—and how to legally “game” it to qualify for more free money.2.) The costly mistakes parents make when applying for aid (like misreporting assets or overvaluing a business)—and how to avoid them.3.) Why private schools can often be cheaper than state schools, and how to use multiple offers as leverage to negotiate more aid.Show Notes: LifestyleInvestor.com/257Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most business owners think filing taxes is enough. The truth? Compliance keeps you safe, but strategy builds wealth.   In this episode of The Practical Wealth Show, Curtis sits down with Catrina M. Craft, CPA and tax strategist, to uncover how entrepreneurs can cut taxes by 25% and boost profits by 20% using proactive strategies the ultra-wealthy already know.   Catrina shares her journey of losing 80% of her income and $100K in debt, rebuilding her business with the same tools she now teaches high-earning entrepreneurs through her Craft Money Map™ system.    Highlights   Together, Curtis and Catrina break down: The difference between compliance vs. strategy in tax planning. Silent money leaks that cost entrepreneurs thousands each year. Lessons from celebrities and creators that everyday business owners can apply. How to turn taxes from a penalty into a pivot point for lasting wealth. What to expect as tax laws shift over the next 5 years — and how to stay ahead.   If you want to stop leaking money to the IRS and start building a resilient financial system, this conversation is your wake-up call.   Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - curtmay@gmail.com  Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink  Connect with Catrina M. Craft Learn more about Catrina: CatrinaMCraft.com  Explore the Money4Life Blueprint: https://link.agent-crm.com/widget/quiz/fhd4bpJNM6FkfmJI22bs  Use the already to be the bank assessment Links/Resources: Free Strategy Call : https://link.agent-crm.com/widget/booking/P3coOQC0HSpJeuIumy8f  catrinam@craftmoretoday.com  Guest Additional Info: Facebook : Catrina M Craft | Dallas TX LinkedIn: https://www.linkedin.com/in/catrinamcraft/  Visit: entertainmentcfo.com  Visit: cmcraft.com  Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession   Review, Subscribe and Share If you like what you hear please leave a review by clicking here   Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts  Click here to subscribe with Spotify Click here to subscribe with RSS  

From the cockpit to commercial real estate, Tate's story shows how a high-earning W-2 professional can build wealth outside of the stock market. In this episode of the Tax Smart REI Podcast, Tate shares the lessons he learned moving from single-family to multifamily to syndications and the strategies that help pilots and other professionals put their money to work more effectively. You'll learn: - How Tate's early mistakes shaped his investing philosophy - Why LPs should evaluate sponsors before the deal - Where commercial real estate sits in today's cycle - How oil & gas and STRs can reduce taxes for W-2 earners - Why access to alternatives in retirement accounts could be a game-changer To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Connect with Eckard Enterprises: eckardenterprises.com/taxsmartrei/ More From Tait: Website: https://www.turbinecap.com Co-authored Oil and Gas eBook: https://drive.google.com/file/d/17jUYSuoJGCU2ea4SN6MLgazmp-3LE2Lt/view?usp=share_link Daniel Rusteen's Airbnb book: https://www.amazon.com/Optimize-Your-Airbnb-audiobook/dp/B07R7CCKPK/ref=sr_1_1?dib=eyJ2IjoiMSJ9.RuqABHwSbg5DlqM7IpdbdyWEN0kpPfMH9Zirre2T_2LGjHj071QN20LucGBJIEps.Twgy40bFLaRKl4w4yOQGk7aOq7kWbEn890lz81_OJDU&dib_tag=se&hvadid=693594071991&hvdev=c&hvexpln=67&hvlocphy=1027744&hvnetw=g&hvocijid=18402973686594528136--&hvqmt=e&hvrand=18402973686594528136&hvtargid=kwd-2430861329715&hydadcr=21936_13365930&keywords=optimize+your+bnb+by+daniel+rusteen&mcid=e22c221c33dd3f379af9461f5fcc2624&qid=1757789681&sr=8-1 The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

In this episode of WealthTalk, Christian Rodwell is joined by Omar Aswat, Chartered Tax Adviser and founder of ASWATAX, to unpack the urgent changes coming to Business Property Relief (BPR) in April 2026 and what they mean for business owners and property investors. Omar explains how the new BPR limits could expose significant business value to inheritance tax, highlights the practical steps you should be taking now, and delves into strategies like family investment companies, trusts, and smart incorporation. The discussion also covers the impact of Section 24 on landlords, practical tax-saving tips for business owners, and succession planning tools for those looking to future-proof their wealth. Whether you're scaling a business, building a property portfolio, or planning your exit, this episode is packed with actionable insights to help you stay ahead of the curve.Key TakeawaysMajor Change to Business Property Relief (BPR) in 2026From April 6, 2026, BPR will only exempt £1 million of value per trading company/group from inheritance tax (IHT); any value above will be taxed at 20%.Urgent need for business owners to review structures and plan ahead.Who Is Affected?Owners of trading companies/groups with assets above £1 million.Property investment companies already subject to IHT—this rule change doesn't benefit or worsen their position.Mitigation & Planning StrategiesFamily investment companies (FICs)Growth and freezer sharesDiscretionary trustsGifting, sale acceleration, and succession planningCase-by-case: bespoke advice is essentialSection 24 & Incorporation for Property InvestorsSection 24 restricts mortgage interest relief for personally held property; incorporation can offer tax savings but must be weighed against capital gains and stamp duty costs.Comparative calculations are vital before transferring property into a company.Inheritance Tax Allowances Explained£325,000 nil-rate band per person, plus £175,000 residence nil-rate band (if passing main home to direct descendants).Married couples can combine for up to £1 million, but the rules are technical and not inflation-linked.Family Investment Companies (FICs)FICs provide flexibility in dividend planning, control, and succession.Can be set up new or by converting existing companies; often used in combination with trusts for asset protection.Smart Moves for Business OwnersAlphabet shares for flexible dividend planning.Utilise directors' loan accounts, charge rent for company premises owned personally, and salary sacrifice schemes.SSAS pensions remain a powerful, underused tool.Planning for Exit or SaleEarly, proactive planning is essential—some reliefs require shares to be held for 24+ months.Options: third-party sale, management buyout, employee ownership trust (EOT), company purchase of own shares, or new holding company.EOTs: allow sale for 0% CGT if structured correctly, but success depends on a strong management team post-sale.Omar's Experience & PodcastOver a decade in finance, founder of ASWATAX (Leicester & London).Hosts “Talking Tax Podcast,” covering EOTs, IHT, R&D, and more.Contact DetailsWebsite: www.aswatax.co.ukEmail: omar@aswatax.co.uk or taxadvisory@aswatax.co.ukPractical TipsDon't delay—review your business and property structures now ahead of April 2026.Always seek bespoke, specialist advice before making structural tax decisions.Consider both current and future family/succession needs in your planning.Use comparative calculations to assess incorporation or restructuring benefits.Mention WealthBuilders if contacting Omar for tailored support.Resources MentionedJoin the Inheritance Tax Guide WaitlistWT103 - Employee Ownership Trusts w/ Chris BuddWT295 - The Exit Roadmap: How to Sell Your Business for Maximum Value w/ Chris SpratlingConnect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

In this episode of the BiggerPockets Money Podcast, hosts Mindy Jensen and Scott Trench are joined by tax experts Sean Mullaney and Cody Garrett to reveal how early retirement can actually be your smartest tax strategy. The conversation immediately tackles one of the biggest misconceptions holding people back from FIRE - the fear that retiring early means facing higher taxes. Instead, they demonstrate how lower retirement income typically translates to significantly lower tax bills, completely flipping the conventional wisdom about retirement tax planning. The discussion dives deep into their comprehensive approach to tax planning for early retirement, centered around the powerful concept of "Pay Tax When You Pay Less Tax." This isn't just theory - they break down practical, tax-efficient strategies that can save you thousands, including optimizing traditional 401k contributions, maximizing Roth IRA conversions, and strategically managing taxable investment accounts. These aren't complex maneuvers requiring a team of accountants; they're accessible strategies that any early retiree can implement. Beyond the big-picture tax strategies, this episode tackles the real-world challenges that derail many FIRE plans. Learn how to build robust emergency reserves that won't trigger unnecessary tax consequences, handle unexpected income disruptions without destroying your tax efficiency, and leverage advanced techniques like qualified charitable distributions to further reduce your tax burden. Whether you're years away from retirement or already making the transition, this episode provides actionable insights to minimize your lifetime tax burden while maximizing your financial independence. The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Mindy, Scott, and the BiggerPockets Money podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services.  00:00 Taxes in Early Retirement 00:54 Debunking Tax Myths in Early Retirement 03:03 Understanding Taxable Income in Retirement 04:10 Effective Tax Strategies for Early Retirees 05:37 Capital Gains and Tax Rates 12:25 Tax Planning Tools and Calculators 23:43 Tax Optimization Strategies 24:27 Debate: 401k vs Roth IRA 24:56 Order of Operations for Financial Independence 25:42 Roth IRA Conversion Strategies 32:33 The Middle Class Trap 39:09 Tax Strategies for New Investors 44:21 Connect with Sean and Cody Learn more about your ad choices. Visit megaphone.fm/adchoices

For many car lovers, a classic or collector car represents memories, passion, and pride. Yet few owners stop to think about what happens to these valuable vehicles when they’re no longer around. In this episode of Protect Your Assets, David Hollander shares how estate planning can help protect both your car collection and your loved ones. He covers the importance of deciding whether heirs should keep or sell a vehicle, how placing cars in a trust can help avoid probate delays, and why appointing a special executor may make sense for unique assets like cars. You’ll also hear how to organize records and appraisals, what to know about capital gains rules and step-up in basis, and when charitable donations might provide tax advantages. Whether you own a single classic car or an entire collection, this episode offers practical guidance on preparing for the future while preserving what matters most. See omnystudio.com/listener for privacy information.

In this conversation, Monica Love shares her journey from a corporate career in telecommunications to becoming a real estate broker and nonprofit leader focused on financial literacy. She discusses the challenges faced by first-time home buyers, the importance of financial education, and the need for effective tax strategies. Monica emphasizes the significance of home ownership in building wealth and offers insights into navigating the home buying process, including the choice between new and old builds.   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   —--------------------

For many car lovers, a classic or collector car represents memories, passion, and pride. Yet few owners stop to think about what happens to these valuable vehicles when they’re no longer around. In this episode of Protect Your Assets, David Hollander shares how estate planning can help protect both your car collection and your loved ones. He covers the importance of deciding whether heirs should keep or sell a vehicle, how placing cars in a trust can help avoid probate delays, and why appointing a special executor may make sense for unique assets like cars. You’ll also hear how to organize records and appraisals, what to know about capital gains rules and step-up in basis, and when charitable donations might provide tax advantages. Whether you own a single classic car or an entire collection, this episode offers practical guidance on preparing for the future while preserving what matters most. See omnystudio.com/listener for privacy information.

Would you pay more taxes now to secure a tax-free retirement? JoePat Roop breaks down the real math behind Roth conversions, exposes common annuity myths, and explains how to build guaranteed income for life. Learn why timing, tax brackets, and the right annuity choice matter—and how to avoid costly mistakes. Get clear, practical advice to protect your savings and create lasting financial security. For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

What if your favorite breakfast food could cost you minutes of your life—and your financial choices could cost you years? Mike Canet and Ryan Herbert discuss a study from the University of Michigan that highlights the things we eat and the poor decisions we make, and highlight the parallels of this with financial planning mistakes. They unpack the critical differences between financial advisors and true financial planners, and how holistic planning, tax strategies, and estate decisions impact your retirement journey. Want to begin building your retirement and tax plan? Schedule a 15-minute call with us here:

Become a Client: https://nomadcapitalist.com/apply/ Get our free Weekly Rundown newsletter and be the first to hear about breaking news and offers: https://nomadcapitalist.com/email Join us for the next Nomad Capitalist Live event: https://nomadcapitalist.com/live/ What do we all know about the Dominican Republic? The weather is great, they have a solid path towards citizenship, and you'd better brush up on your Spanish when visiting. But did you know that they have a great tax system that can make it really attractive for the right portfolios? Javier will take us through the DR tax system and explain how they differentiate between Passive and Active income, their 3-year complete territorial tax program and how you can benefit from their economic freezones.  Nomad Capitalist helps clients "go where you're treated best." We are the world's most sought-after firm for offshore tax planning, dual citizenship, international diversification, and asset protection. We use legal and ethical strategies and work exclusively with seven- and eight-figure entrepreneurs and investors. We create and execute holistic, multi-jurisdictional Plans that help clients keep more of their wealth, increase their personal freedom, and protect their families and wealth against threats in their home country. No other firm offers clients access to more potential options to relocate to, bank in, or become a citizen of. Because we do not focus only on one or a handful of countries, we can offer unbiased advice where others can't. Become Our Client: https://nomadcapitalist.com/apply/ Our Website: http://www.nomadcapitalist.com/ About Our Company: https://nomadcapitalist.com/about/ Buy Mr. Henderson's Book: https://nomadcapitalist.com/book/ Disclaimer: Neither Nomad Capitalist LTD nor its affiliates are licensed legal, financial, or tax advisors. All content published on YouTube and other platforms is intended solely for general informational and educational purposes and should not be construed as legal, tax, or financial advice. Nomad Capitalist does not offer or sell legal, financial, or tax advisory services.

Financial Freedom Through Real Estate: Investing, Tax Strategy, and the 18-Year Cycle with Jeffrey BorstellJoin us for a powerful conversation with Jeffrey Borstell, a veteran real estate agent and investor who has built his business on the principle of financial freedom. In this episode of Real Estate Titans, Jeff shares his journey and the key strategies that have allowed him to thrive in the world of real estate investing.Jeff dives deep into his investing philosophy, explaining why he sees real estate as one of the safest investments available and how he uses a simple 10% cash-on-cash return metric to vet every deal. He also reveals his secrets to acquiring deals off-market and why he prefers commercial properties over residential ones in today's climate.But the real gold is in his explanation of real estate tax strategies. Jeff breaks down how he uses advanced depreciation to take significant tax losses, which can then be used to offset income from other sources, such as his brokerage. He also touches on the fascinating 18-year real estate cycle and what it means for the future of the market.This episode is a must-listen for any agent who wants to move beyond just selling homes and start building true, long-term wealth through strategic real estate investment.

The real ROI of business? It's not more revenue. It's the life you get to live.What if the real purpose of building a business wasn't just to scale endlessly — but to design your ideal life and exit on your own terms? In this episode, George sits down with Noah Rosenfarb — CPA, family office founder, investor, and advisor — who has helped hundreds of entrepreneurs build, exit, and live with intention.From $750M in company exits and $1B in real estate investments, Noah shares the secrets of wealth that go far beyond money — including how to avoid common exit regrets, create true time freedom, and build wealth that supports your identity (not replaces it).This is more than a conversation about taxes. This is a blueprint for building a business that supports your life, not consumes it.What You'll Learn in This Episode:The Four Freedoms Framework to align business with lifeHow to create a personal “Opportunity Filter” to vet every offer or investmentWhat most entrepreneurs get wrong about exit planningThe real distinction between tax preparation and tax strategySimple habits that build long-term wealth — regardless of incomeThe truth about passive income and how the wealthy really think about ROIHow to build a healthy relationship with money (and why most don't)The mindset shift from “rat-race revenue” to “rich beyond money” Key Takeaways:✔️Build with the end in mind — Don't wait until it's too late to plan your exit. Most entrepreneurs miss the window or get trapped in the business they built.✔️Wealth vs Money — True wealth is measured in freedom, time, and alignment, not just income.✔️Use an Opportunity Filter — Say no quickly and only say yes to opportunities that pass your personal filters (e.g. ROI on time, alignment with lifestyle, no personal guarantees).✔️Tax Strategy vs Tax Prep — They are not the same. You need both. And strategic tax planning yields the highest ROI per hour for 7-figure entrepreneurs.✔️Audit your habits — Financial freedom starts by spending less than you earn and investing the difference. Sounds simple, but it's rarely done.✔️Identity matters — Exiting your business without building a new identity or purpose leads to depression, regret, and emptiness.✔️Invest your time wisely — Focus on semi-passive income vehicles that don't require your daily presence but benefit from your expertise. Timestamps:[00:00] – Why most entrepreneurs wait too long to plan their exit[02:19] – Meet Noah Rosenfarb: $750M in exits, 5 books, and building family offices[05:27] – The one rule for financial success (that's not so common)[07:35] – Noah's “Opportunity Filter” – a 14-item checklist for decision-making[11:35] – The #1 mistake entrepreneurs make: taxes and lack of strategy[17:01] – Why tax strategy is the highest leverage activity for 7-figure earners[21:04] – Best practices to prepare for windfalls or exits[26:44] – Building a healthy relationship with money[34:22] – Guilt vs. gratitude in spending: a personal boat story[37:20] – The power of prudent planning: save, then ratchet up[40:13] – Passive vs. semi-passive income (and what counts)[43:34] – The “lottery ticket” exercise to design your ideal life[48:58] – Where to start with financial literacy and wealth coaching[53:54] – Why so many entrepreneurs feel regret after the exit[56:16] – Noah's final words: Freedom is the real exit strategyConnect with Noah:Book: Exit Rich Beyond MoneyServices: WellThrive – tax strategy + wealth coaching for US-based entrepreneursMain Site: Freedom Family Office Your Challenge This WeekWhich question from today's episode hit you hardest?Share your thoughts on social, tag @itsgeorgebryant, @noahrosenfarb and @wealthriveinc, or join our community to start designing your exit strategy from day one.Want to build your business with sustainability, freedom, and a bigger purpose?Here are 3 ways we can help:Join The Alliance – The Relationship Beats Algorithms™ community for entrepreneurs who scale with trust and connection.Apply for 1:1 Coaching – Ready to build your business with sustainability, impact, and ease? Apply here.Live Events – Get in the room where long-term success is built: mindofgeorge.com/event

In this episode of the Real Estate Post podcast, host Kristen Knapp speaks with Heidi Henderson, CMO and minority partner of Engineered Tax Services, about tax reduction strategies in real estate investing. They discuss Heidi's journey in the industry, the importance of mentorship, and the complexities of tax strategies such as bonus depreciation. The conversation also touches on the current real estate market dynamics and the resources available for investors through Heidi's podcast, Slash Tax.   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 Ask Loral episode, Loral Langemeier helps Mark and Lynette from Texas design a smarter real estate tax strategy to protect assets and cut their heavy tax burden. With three homes, a blended family, and new business goals, they need a structure that builds wealth while reducing risk.Loral explains why trusts are critical for blended families, how the right entities create cleaner deductions, and why corporate structure matters for long-term growth. She shows that with a solid real estate tax strategy, entrepreneurs can safeguard what they've built, expand faster, and create lasting stability.Loral's Takeaways:Discussion on Real Estate and Personal Assets (01:10)Exploring Trust and Corporate Structures (02:47)Tax and Corporate Structure Considerations (04:52)Detailed Tax and Financial Planning (06:51)Investment Opportunities and Business Development (11:03)Final Thoughts and Next Steps (13:54)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: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems: https://integratedwealthsystems.com/Affiliate Sign-Up:

Entrepreneurs are often caught in a nonstop race—chasing revenue, scaling businesses, and pushing harder every year. The result? Burnout, strained relationships, and the feeling that freedom is always out of reach.Pete Vargas knows that cycle firsthand. He's built multiple 7- and 8-figure companies, filled arenas with his “stages” model, and partnered with names like Grant Cardone and Tony Robbins. But the constant hustle left him unhealthy and searching for a better way.In this episode, Pete shares the turning points that shaped his journey—from growing a youth group from 3 to 800 kids, to helping speakers land 25,000+ stages, to creating Wellspring, a mastermind for entrepreneurs who want to win in every area of life. And now, why he's stepping away for a 90-day sabbatical to reset his faith, health, relationships, wealth, and business.In this episode, you'll learn: 1.) The life-changing power of one message. Pete shares how a single talk moved his estranged father to seek reconciliation after years of abuse—and how it inspired his mission to help others use stages to impact millions.2.) How to turn crisis into record-breaking success. When COVID canceled his $5M live event, Pete pivoted to virtual and generated over $12M—setting the model leaders like Tony Robbins and Grant Cardone still use today.3.) Why slowing down is your greatest edge. After building multiple 7- and 8-figure companies, Pete is taking a 90-day sabbatical to reset his faith, health, and family—and shows how pressing pause can unlock your best ideas.Show Notes: LifestyleInvestor.com/256Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of the Real Estate Pros Podcast, host Q Edmonds engages with tax expert Steven Young to explore the intricacies of tax strategies for real estate investors. They discuss the importance of proactive tax planning, overcoming tax anxiety, and the value of building relationships within the tax and real estate community. Steven shares real-life success stories of clients who have navigated tax challenges and emphasizes the need for financial education among business owners. The conversation highlights the difference between tax compliance and strategic tax planning, aiming to empower listeners to take control of their financial futures.   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   —--------------------

Tax might not be everyone's cup of tea… but when it comes to property investment, it's one of the biggest factors that can make or break your returns. In this episode, Rob & Rob sit down with tax expert Nadeem Raziq, who's worked with hundreds of investors to navigate the complex world of tax.   From the classic limited company question, to inheritance tax, trusts, and even strategies for what could be coming down the line – nothing's off the table in this jam-packed conversation.  (0:57) News story of the week  (3:30) Talking all things tax with our expert Nadeem  (4:08) Beginning with the age-old limited company   (27:07) Let's learn more about inheritance tax  (31:28) What about trusts?  (37:58) Hub Extra   Links mentioned:  Bradford property market retains top hotspot crown  Nadeem's company, Provestor  The unknown number  Enjoy the show?  Leave us a review on Apple Podcasts - it really helps others find us!  Sign up for our free weekly newsletter, Property Pulse  Find out more about Property Hub Invest 

Welcome to Model FA Episode 194! David DeCelle sits down with Chris King, CEO of Eagle Brook Advisors, to dive deep into the evolving world of crypto in financial planning. Chris shares his journey from early Bitcoin research in college to building Eagle Brook, a leading digital asset platform for RIAs. Discover how Eagle Brook empowers advisors with automated tax loss harvesting, direct Bitcoin ownership, and seamless integration with major reporting platforms. In this episode, you'll learn: Chris King's backstory and what inspired him to launch Eagle Brook Advisors The unique value proposition of Eagle Brook for RIAs and their clients How automated tax loss harvesting works and why it's a game-changer for Bitcoin investors The importance of direct Bitcoin ownership versus ETFs and retail platforms How Eagle Brook ensures institutional-grade security and compliance Trends in crypto allocations among high-net-worth clients and advisors The educational resources Eagle Brook provides to empower advisors What's next for Eagle Brook, including product roadmap and market expansion Whether you're a financial advisor curious about crypto or an investor seeking smarter ways to manage digital assets, this episode is packed with actionable insights and real-world examples Connect with Chris: LinkedIn: https://www.linkedin.com/in/christopherking7/ Website: https://eaglebrook.com/ --- About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.  Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.  Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

Today, I'm joined by Chris Van Dusen—serial entrepreneur turned Senior Equity Partner at SoCo Capital. Chris built and sold multiple companies, including one of the world's largest CBD brands, before stepping into the world of private equity and alternative investments.We break down the critical differences between building businesses and investing in them, why luck and timing matter more than people are willing to admit, and how successful family offices and billionaires are acquiring and allocating their wealth.Chris also shares insider lessons on venture capital, private equity, private credit, and even pro sports investing—and how entrepreneurs can apply the same playbook to build generational wealth and financial freedom.In this episode, you'll learn: 1.) Why most entrepreneurs struggle as investors—and the mindset shift you must make to avoid costly mistakes.2.) The real wealth allocation strategies of billionaires and family offices—and how you can use the same playbook.3.) How to evaluate opportunities across venture, private equity, private credit, and alternative assets to build lasting financial freedom.Show Notes: LifestyleInvestor.com/255Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

"I'm not very good at success. That's something I learned as part of this."Ben Knegendorf went from forklift operator at Walmart to selling his stake in an indoor golf business for $720,000. Then he watched most of it disappear through lifestyle creep, speculative investments, and financial ignorance. His second exit was different - and his brutal honesty about where the money went offers real lessons for entrepreneurs facing their first big payday.SponsorsSwym - Wishlists, Back in Stock alerts, & moregetswym.com/kurtCleverific - Smart order editing for Shopifycleverific.com/unofficialZipify - Build high-converting sales funnelszipify.com/KURTLinksBen Knegendorf: https://www.benknegendorf.com/Dropship Breakthrough: https://dropshipbreakthru.com/Ben's 2022 Episode: https://unofficialshopifypodcast.com/episodes/ben-knegendorf-dropships-FLGufeLEJohn Murphy's Episode: https://unofficialshopifypodcast.com/episodes/john-murphy-ebikegeneration-IcHgGRVaWork with KurtApply for Shopify Helpethercycle.com/applySee Our Resultsethercycle.com/workFree Newsletterkurtelster.comThe Unofficial Shopify Podcast explores the stories behind successful Shopify stores. Get actionable insights, practical strategies, and proven tactics from entrepreneurs who've built thriving ecommerce businesses.

Do you feel stuck paying enormous tax bills and riding the volatile ups and downs of the market? What if there's a smarter, safer way to keep more of your money and grow it faster? In today's episode, I sit down with Dana Cornell, founder of Cornell Capital and former Wall Street advisor, to reveal the hidden strategies wealthy families use to protect assets, reduce taxes, and build lasting wealth. Dana went from knocking on doors during the 2008 financial crisis to managing over $1.4 billion at Morgan Stanley. Along the way, he discovered a broken system designed to serve institutions and not individual investors. His achievements earned him Forbes recognition as one of the top advisors in the country, yet he chose to walk away and launch Cornell Capital to disrupt traditional wealth management. Dana will teach you how to cut your tax bill by six figures, invest like the ultra-wealthy, and create a financial plan that truly serves your life. “Time solves most chaos in any investment situation... So have patience when there's turmoil.” ~ Dana CornellIn This Episode:- Dana's origin story and early career- What are alternative investments?- Tax strategies for high earners- Investment options and services at Cornell Capital- The future of wealth management & investment opportunities - Top five mistakes millionaires make- How to connect with Cornell CapitalAccess Free Resources on Tax Strategies and Alternative Investments: https://www.cornellcapitalholdings.com/freeBook an appointment with CCH: https://marketing.cornellcapitalholdings.com/meetings/brandon1047/podcast-cch-introConnect with Dana Cornell: Website: https://www.cornellcapitalholdings.com/ LinkedIn: https://www.linkedin.com/in/danacornell Resources:➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/➡️ Check out my programs - https://vikramraya.com/coaching/➡️ Apply to become a Limitless MD - www.I8mastermind.com➡️Claim Your Free 30-minute discovery call and $500 off your engagement with Hall CPA: go.therealestatecpa.com/limitless Connect with Vikram:Website: https://vikramraya.com/Instagram: https://www.instagram.com/vikramraya/Facebook: https://www.facebook.com/VikramrayamdLinkedIn:https://www.linkedin.com/in/vikramraya/YouTube:

Today on the BiggerPockets Money Podcast, we're diving into an incredible success story. Meet Beau, a retired military professional who built a massive real estate empire and achieved financial independence in his thirties. But here's the twist: even with a winning formula, Beau wants his investments to work even HARDER while he works even LESS. In this Finance Friday episode, Beau opens up his entire financial playbook with hosts Mindy Jensen and Scott Trench. We're talking rental properties generating serious cash flow, private lending deals that most investors don't even know exist, and tax strategies so advanced they'll make your accountant jealous. This isn't your typical "I bought a duplex" story—this is next-level wealth building. If you're serious about real estate investing and want to see what's possible with the right strategy and execution, this episode is packed with actionable insights. In this episode, you'll discover: Beau's complete real estate portfolio breakdown and current cash flow numbers Advanced private lending strategies that generate consistent returns Tax optimization techniques for real estate heavy portfolios How to transition from active to passive real estate investing Strategic property sale timing and 1031 exchange considerations The pros and cons of private money lending versus traditional investments Portfolio diversification strategies for real estate investors How military discipline translated into investment success Specific steps to make your real estate investments more hands-off Risk management strategies for high-net-worth real estate portfolios And SO much more! 00:00 Beau's FIRE Journey 02:43 Beau's FI Number 04:52 Exploring Passive Income Options 09:53 Private Lending and Real Estate Portfolio Analysis 19:17 Evaluating Property Performance and Future Plans 28:54 Exploring Arbitrage in Real Estate Lending 33:32 Amortization and Long-Term Financial Planning 36:34 Balancing Private Lending and Real Estate Investments 44:32 Tax Strategies and Portfolio Diversification 54:51 Connect with Beau! Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's guest is Alex Morris, the CEO & CIO of F/m Investments, a $19 billion investment firm. In today's episode, Alex & Meb walk through the evolution of investment strategies and what led Alex to launch a series of bond-centric ETFs, with TBIL emerging as the breakout success. He also highlights his new “Compoundr” series, seeks to convert bond ETF income into price appreciation by rotating exposures around dividend dates. Be sure to stick around for a bold prediction about dual share classes. (0:00) Starts (1:16) Alex's path to launching ETFs (4:27) TBIL ETF (7:50) Evolution in bond ETFs (17:22) Investor behavior in fixed income ETFs (24:49) Compoundr series and tax efficiency in bond ETFs (34:12) Securities lending (39:19) Long-term investing & tax decisions (46:54) Alex's thoughts on dual share class (51:15) Alex's most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices