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Contenido proporcionado por The Wealth Elevator Podcast, Lane Kawaoka, and PE. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Wealth Elevator Podcast, Lane Kawaoka, and PE o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Invest my Retirement Accounts? SDIRA, Solo401K, Roth IRA

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Manage episode 441578074 series 2486728
Contenido proporcionado por The Wealth Elevator Podcast, Lane Kawaoka, and PE. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Wealth Elevator Podcast, Lane Kawaoka, and PE o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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 episodios

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iconCompartir
 
Manage episode 441578074 series 2486728
Contenido proporcionado por The Wealth Elevator Podcast, Lane Kawaoka, and PE. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Wealth Elevator Podcast, Lane Kawaoka, and PE o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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 episodios

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