))
Sally Gimon Shares Little Know But Proven Strategies On How To Maximize Wealth Through Minimizing Taxes (#324)
Manage episode 411746999 series 3308092
Treść dostarczona przez Deep Wealth by Jeffrey Feldberg. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Deep Wealth by Jeffrey Feldberg lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
“Start investing in real estate as early as possible.” -Sally Gimon
This episode of the Deep Wealth Podcast features Sally Gimon, an insurance agent turned real estate investor and spendthrift trust expert. Sally shares her financial journey, detailing a critical turning point that led her to real estate investing and eventually to mastering wealth management and tax planning through spendthrift trusts.
02:11 A Focus on Tax Optimization
03:19 The Turning Point: Real Estate Success and Tax Challenges
07:47 The Mechanics of the Spendthrift Trust: Legal, Tax, and Business Benefits
18:10 Potential Downsides and the Importance of Maintenance
25:56 Deep Wealth Podcast Wrap-Up: The Power of Knowledge and Action
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Save Federal Taxes With A Spendthrift Trust
Podcast: Stop Paying Capital Gains, NOW!
Sally Gimon (@sallygimon) • Instagram
Spendthrift Trust Save Money (@spendthrifttrust) | TikTok
Learn More About Deep Wealth Mastery
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Ca
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
335 odcinków
Udostępnij
