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Here is our reflective recap journey through 2023, highlighting remarkable guests, best moments and invaluable insights. 79. Roth Conversion Secrets: Maximizing Your Retirement Savings feat. Craig Wear https://www.thebillionairepodcast.com/79 91. How to Build Your Own Virtual Family Office feat. Jim Dew https://www.thebillionairepodcast.com/91 89. Oil & Gas Masterclass: How to Evaluate Energy
Experts Amanda Han and Matt MacFarland of Keystone CPA discuss how investors can utilize real estate and other strategies to reduce tax burdens, optimize returns and increase potential gains from the IRS. Download the Free eBook“How Passive Investments Can Save You Taxes” https://www.keystonecpa.com/PassiveInvestorTax Connect with Amanda Han on LinkedIn https://www.linkedin.com/in/amandayhan/Connect with
In this episode, our guest, John Chang, National Director of Research & Advisory Services at Marcus & Millichap, shares key insights into the current economy, trends, forecasts, and areas of opportunity for 2024. We discuss the impacts of inflation, the Federal Reserve’s interest rate movements and the evolution of real
Michael Sonnenfeldt is the founder of TIGER 21, a community of entrepreneurs and HNW investors who collectively represent $150 billion of net worth. In this episode, they discuss the challenges around the skills of being a successful entrepreneur don’t translate to being a good investor, how to think about legacy
Originally published September 23, 2021. This week we take a deeper look at private equity and venture capital as we look to emulate the strategies and investment vehicles that the ultra-wealthy use to generate better returns and diversification. Average investors have historically been under-allocated to these asset classes, but for
Heard of “capital calls”? Wondering if it’s worth the plunge? Get the scoop on whether it safeguards your capital or leads to financial pitfalls. Tune in for a quick dive into this essential aspect of real estate investment! Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
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