In this episode,I discuss how to maximise and boost your investment gains using your wealth capture system. After you have built a solid financial foundation based on the Wealth Pyramid and have systematized your wealth infrastructure, sweeping 10-20% of every dollar that comes into your personal economy and contributing 10% from your sweep account into a wealth capture account, we look at how to use this account structured on the Infinite Banking Concept and philosophy to maximize the velocity of money in your own personal economy.
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…