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Contenuto fornito da The Wealth Elevator Podcast, Lane Kawaoka, and PE. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da The Wealth Elevator Podcast, Lane Kawaoka, and PE o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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Invest my Retirement Accounts? SDIRA, Solo401K, Roth IRA

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Manage episode 441578074 series 2486728
Contenuto fornito da The Wealth Elevator Podcast, Lane Kawaoka, and PE. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da The Wealth Elevator Podcast, Lane Kawaoka, and PE o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/


In today's podcast, we dive into utilizing qualified retirement plans, such as self-directed IRAs and solo 401ks, for business owners and side hustlers. We discuss the recent Fed rate cut and its impact on the economy and interest rates. The importance of value-added real estate deals, private equity, and the strategic use of retirement accounts for high volatility investments like cryptocurrencies are covered. We also explore tax benefits of different investment strategies, leveraging non-tax advantaged funds, and the hierarchy of financial objectives. Finally, we offer insights on the optimal use of various investment vehicles to achieve financial freedom and effective wealth management.


07:32 Exploring Advanced Tax Strategies and Investment Vehicles

10:30 The Bucket Theory Reimagined: Financial Planning Over Time



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

458 episodi

Artwork
iconCondividi
 
Manage episode 441578074 series 2486728
Contenuto fornito da The Wealth Elevator Podcast, Lane Kawaoka, and PE. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da The Wealth Elevator Podcast, Lane Kawaoka, and PE o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/


In today's podcast, we dive into utilizing qualified retirement plans, such as self-directed IRAs and solo 401ks, for business owners and side hustlers. We discuss the recent Fed rate cut and its impact on the economy and interest rates. The importance of value-added real estate deals, private equity, and the strategic use of retirement accounts for high volatility investments like cryptocurrencies are covered. We also explore tax benefits of different investment strategies, leveraging non-tax advantaged funds, and the hierarchy of financial objectives. Finally, we offer insights on the optimal use of various investment vehicles to achieve financial freedom and effective wealth management.


07:32 Exploring Advanced Tax Strategies and Investment Vehicles

10:30 The Bucket Theory Reimagined: Financial Planning Over Time



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

458 episodi

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