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Episode 43: Gena Lofton – Build Wealth Faster by Reducing Your Taxes To Well Under 20 Percent

Earlier this week Tax Returns or Extensions were due in the United States. So, Gena dedicated this weeks episode to the various ways you can generate income and the different tax rates for each type of income.

She learned this from the book “Cash-Flow Quadrant” by Robert Kiyosaki which explains the four (4) different ways that income is produced and the corresponding tax rates for each side of the quadrant.
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Episode 42: Hunter Thompson – Passive Real Estate Investing for Cash-Flow

Hunter helps accredited investors invest in real estate primarily through mobile home parks and self-storage facilities. He aims to be diversified as much as possible. He saw opportunities in multiple markets, but they realized there was overlooked opportunities. He recalled watching bond markets back in 2010 and saw that global events were influencing his entire investment portfolio. This is what lead him to real estate investing.

He focuses on specific markets, that have cash-flow, and have good supply-demand equilibrium. His company invests in secondary markets that are often overlooked.
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Episode 41: Tom Wheelwright – Making the New Tax Laws Work for You

Today I interviewed Tom Wheelwright, he is the Founder and CEO of WealthAbility.  Tom’s early career was focused on developing training courses teaching CPA’s Tax Law and began his career at Ernst & Whinney, known today as Ernst & Young.  Thus, we are both alum, but at different times and different capacities.

Tom, then started his own firm and acquired an accounting firm.  His company has grown significantly over the years.  Last year Tom and his partner decided they wanted to help more people around the globe, therefore, they decided to build a network of accounting firms to focus on Entrepreneurs and Investors in which Provision is one of the firms in the network.

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Episode 40: Michael Becker – Commercial Real Real Estate Investing

Michael has a background in property management, banking, taxation and real estate. He worked at Wells Fargo overseeing lending for multi-family apartments deals before he realized that there was more money to be made as an owner. Going out on his own had a certain degree of uncertainty after coming from the corporate world. He started out with a couple of small single-family homes in 2010 which he renovated and became a landlord. Then he reconsidered what he was doing and realized he couldn’t scale so he transitioned to apartment deals.
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Episode 39: Bill Trimble – Industry Veteran Explains Warrants for the Novice Investor

Bill discusses his experience with warrants as he has been in the brokerage and security business for 35 years. He’s been involved with hundreds of warrants both in obtaining, issuing, exercising and seeing warrants expire worthlessly.
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Episode 38: Keith Weinhold – Get Rich With Real Estate Investing

Keith talks about how we are the architect of our own lives and why you should figure out what life you want. His first ever purchase was a four-plex where he lived in one unit and rented out the others. He discusses how a mortgage for this is quite easy to obtain.

Being wealthy is a choice which he discovered from the Rich Dad Poor Dad series of books. You need to think differently. Poor people work for their money, and they have nothing left to invest. Middle-class people just look for ways to get their money to work for them, but that doesn’t build wealth. To truly get rich you need to get other people’s money to work for you.
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Episode 37: Edward Goldkuhl and Carl Johnston – Planning Your Estate

Gena interviews her friend and mentor Carl Johnston along with Edward Goldkuhl who is an estate attorney. Edward has been an estate planning attorney for twenty years. He talks about how there are opportunities for people to save on taxes and direct their affairs after they pass away. He details how probate works in California.

Recent tax reform in California has brought about a substantial increase of up to twenty million dollars that can be given away tax-free. This is an excellent time to take advantage of trusts and all of the benefits that come with them. It’s likely that this opportunity will not last very long due to government regulation and these changes seem to be unpopular.
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Episode 36: Patrick Donohoe – Perpetual Wealth

Patrick is the President and CEO of Paradigm Life which he started in 2007. He has a background in economics, financial advising, and marketing. His company has grown and now has an excellent team of financial advisors. He has found running the company to be very rewarding because he has been able to empower people and help them in their financial lives. They work with people of all net worth to improve their financial cash flow. Their goal is financial freedom for their clients, so they prefer not to focus on the idea of retirement.
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Episode 35: David Morgan – Why You Need Exposure to Precious Metals

David writes the Morgan Report a newsletter that discusses the resource sector. They specialize in mining equities, and they look at ETF’s and futures. He has a particular focus on silver and gold. They analyze companies to assess their sensitivity to price changes in the underlying commodities.

He talks about how he got into the cellular market in the 1980’s, and while it was a high risk, it also came with high rewards. Likewise, with the newsletter, they try to assess the risks involved in different investment opportunities to suit everyone’s requirements. In this sector, some companies steadily become better and better while many don’t.
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Episode 34: Marilyn Cohen – Understanding the Bond Market

As an investor, you want to pay close attention to the Bond Market.  So I was able to spend time with Marilyn Cohen who manages Envision Capital Management a firm that oversees $400 million in both municipal and corporate bonds.

She has been in the bond market since 1979 and has seen a lot of interest rate cycles. Bonds are still a mystery to most people, while most understand stocks, very few understand bonds. She points out that the bond markets are bigger and more global than the equity markets.   In my opinion, the Bond Market allows one to see the future.   If one understands Bonds, they Understand Money, if they Understand Money, they understand Taxes.  This is the basis of Financial Literacy and why I spend time on this in the Financial Freedom Formula course.

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