Posted at September 29, 2021 Posted In Blog

Our Real Asset Investing Team is focused on continuously learning and evolving! We’re committed to bringing you the best knowledge to help you grow and preserve your wealth.

From special events to videos and podcasts, here are some of the things we’ve been learning and doing over the past month.

What We’re Listening to …

We love Episode 282 of The Cash Flow Ninja Podcast because it dives into the concept of using earned income to produce streams of passive income. When you think about the tax benefits, you can get to your wealth goals even faster!

In the example, Buck gives, he uses $200K per year invested out of $500K to meet the goal in 31.25 years. He then states that investing $400K per year would get you there twice as fast.

The interesting thing to me is that by investing strategically with tax advantages in mind (reducing your tax to zero), $150K of the additional $200K needed to double your wealth-building speed is realized in the tax savings alone. With this strategy, you only need an additional $50K per year to double your speed!

What We’re Watching …

In WealthAbility’s YouTube video regarding Biden’s 2021 Tax Proposals, Tom Wheelwright discusses the new tax plans from the Democratic-led House Ways and Means Committee. For those making under $400,000, they won’t see much of a change. However, those who are making more money could see their taxes dramatically increased. Watch as Tom breaks down what rates to expect and how it can affect you.

What We’re Doing …

On Oct. 1-2, we attended the Fall 2021 Wealth Formula Meetup hosted by Buck Joffrey in Dallas. Buck is the host of the Wealth Formula Podcast. He and his star-studded guest faculty will cover theoretical and practical lessons on wealth creation and preservation. Beyond the practical wealth-building skills that we learned, we enjoyed networking with a like-minded community of investors and financial gurus.

We also attended the Secrets of Successful Syndication Sept. 15-16 with The Real Estate Guys. This event provided us many training and networking opportunities. The Real Estate Guys treated us to a wonderful time with great friends as we reviewed the updates to securities and tax law while performing case studies on investment opportunities.

Investing in real assets can change your life, and we invite you to attend the next event with us March 4-5, 2022, in Dallas. Registration is opening soon! Get on the Advanced Notice List here.

It’s hard to believe, but tax season 2021 is quickly coming to a close! If you have not developed a great investment strategy that helps reduce your income tax there is still time, but it is running out…and fast! Now is the time to develop and implement strategies that will lower your income tax, which keeps your money working for you.

We would love to talk with you about how the Real Asset Investing Team can help you develop a great investment strategy for 2021 and beyond! Click here to schedule a call!
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