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The Wealth ElevatorReal Estate Syndications, Accredited Investor Banking, and Tax Strategies for First-Gen Millionaires Author: Lane Kawaoka, PE
Join our community and get access to our free Masterclass - theWealthElevator.com/clubFollow 'The Wealth Elevator' as it guides you on a journey toward financial freedom. Witness our transformation from humble beginnings, buying small rental properties, to becoming a general partner with over 2.1 billion in assets. Learn about our three-step system to wealth-building, including stepping into the world of alternative investments, unlocking passive income and mastering the art of infinite banking. Get insights into future-proofing your wealth with our tax strategies and gain access to unparalleled investor opportunities through our investor club. Hosted on Acast. See acast.com/privacy for more information. Language: en Genres: Business, Careers, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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$1.5M Net Worth Coaching Call - Post-Business Sale
Episode 435
Tuesday, 14 May, 2024
Investment Strategies Post-Business Sale: A Comprehensive GuideRelease of his new book 'The Wealth Elevator', and touches upon current investment trends, including Blackstone's market moves and luxury item sales resilience despite economic downturns. He then transitions into a detailed coaching call with Glenn, a 36-year-old who successfully sold his e-commerce business for over $1 million. Glenn seeks advice on how to manage this windfall, aiming to generate enough passive income to cover his living expenses, all while considering tax implications, investment opportunities, and strategies to achieve financial stability and growth. Throughout the discussion, various investment options are explored, including real estate syndications, conservation easements, and the concept of infinite banking, providing a rich resource on navigating post-business sale wealth.00:00 Welcome to the Road Trip Live Stream!00:07 Announcing The Wealth Elevator Book Release & Special Offer01:24 Market Insights: Blackstone's Moves & Luxury Sales Trends03:48 Coaching Call: Glenn's Entrepreneurial Journey and Financial Strategy08:08 Investment Philosophy and Tax Strategy Deep Dive12:09 Exploring Investment Options and Tax Implications17:40 Crafting a Personalized Investment and Tax Plan22:44 Final Thoughts on Investment Strategy and Infinite Banking23:59 Exploring Investment Strategies: Real Estate vs. Cold Deals24:14 Analyzing the Longevity and Returns of Different Investments25:04 The Importance of Equity and Salvage Value in Investments26:39 Comparing Investment Returns and Tax Implications29:13 Strategic Investment Planning and Tax Efficiency33:43 Networking and Mastermind Groups for Better Deal Flow36:20 Focusing on Larger, More Strategic Investments39:00 Considering Infinite Banking as a Financial Strategy42:28 Investment and Financial Planning for Future Growth Hosted on Acast. See acast.com/privacy for more information.
