In this episode, we are looking at how to fund your children’s and or grandchildren’s college tuition, while maximizing your economic opportunity.
There is a strategy that not many people are aware of when saving and paying for college, and it is actually criminal that people are still forced into cookie cutter Wall Street vehicles and government qualified plans for college planning that parents and grandparents have no control over, have no safety of capital and is extremely economically inefficient as far as taxes and fees. Wall Street recommended products also penalizes students that have monies saved up for their college in these cookie cutter vehicles.
We look at an alternative strategy based on the Infinite Banking Concept and philosophy and also look at how the wealthiest families structure trusts that perpetuate the wealth that this strategy enables for generations.
753: Dave Wolcott: Opportunity Investing In Times Of Crisis
My guest in this episode is Dave Wolcott. Dave started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey…
752: Brett Swarts: Building A Tax Deferred Exit Strategy
My guest in this episode is Brett Swarts. Brett is the Founder of Capital Gains Tax Solutions. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations. His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 10…
751: Gene Trowbridge: What You Need To Know Syndicating Real Estate Deals
My guest in this episode is Gene Trowbridge from Trowbridge Law Group. Gene has been in the commercial and investment real estate business continuously since 1972 and in the legal profession since 1996. Awarded the CCIM designation in 1977, Gene continues to serve as a member of the CCIM faculty and achieved Senior Emeritus Instructor status, upon 40 years…