The Wealth Elevator

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Author: Lane Kawaoka, PE

Get free access to our 12-module Masterclass and start your journey today at TheWealthElevator.com/club.The Wealth Elevator is your ultimate guide to financial freedom. From my humble beginnings buying small rental properties in 2009 as an W2 working engineer to becoming a general partner in over 2.1 billion in assets, we reveal the three-step wealth-building system, covering: Alternative investments to diversify your portfolio Tax income strategies for financial independence Infinite banking to maximize your wealthJoin our community and get access to our free Masterclass - theWealthElevator.com/clubWelcome to those who found us through the new book! Welcome to our ohana! Hosted on Acast. See acast.com/privacy for more information.
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Language: en

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Net Present Value Method in Retirement Planning
Episode 485
Tuesday, 18 February, 2025

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/clubIn this podcast episode, the host discusses key aspects of retirement planning theory and financial health analysis. Key topics covered include a detailed analysis of the barbell portfolio strategy, the balance between risky and conservative investments, and personal finance management tactics. The episode features guest Marcel, who provides expert insights on creating a financial health analysis, balancing spending, and investment strategies, and ensuring long-term wealth protection. The topic also covers the importance of understanding your financial position, long-term care insurance options, and the impact of spending and lifestyle on financial health. The episode emphasizes the value of periodic financial reviews, understanding one's risk capacity, and leveraging different types of capital to meet lifetime expenses.00:00 Introduction and Announcements00:29 Current Real Estate Market Analysis01:46 Guest Introduction and Financial Planning Concepts03:00 Understanding the Barbell Portfolio04:40 Retirement Planning and Financial Health Analysis06:02 Case Study: Real Client Financial Balance Sheet18:46 Long-Term Care and Insurance Strategies27:39 Exploring Investment Risks and Opportunities29:06 Tax Strategies and Pre-Planning Benefits30:20 Analyzing Different Family Financial Scenarios30:39 Understanding Different Types of Capital31:33 Real Estate and Financial Health Assessments35:21 Behavioral Finance and Spending Habits44:48 Withdrawal Rates and Retirement Planning47:57 Final Thoughts and Encouragement Hosted on Acast. See acast.com/privacy for more information.