#515 The Trifecta System: How The Rich Avoid Taxes
Main Street Business
Mark J Kohler and Mat Sorensen
4.8 • 584 Ratings
🗓️ 30 July 2024
⏱️ 18 minutes
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| 0:00.0 | Welcome back, everybody. Today we are going to walk through my proven three-part system that anyone can implement to save thousands and taxes and operate just like the wealthy. |
| 0:10.5 | Now, I am a registered CPA attorney, best-selling author, and I've done 10,000 consultations over my career or more. |
| 0:17.3 | And I have personally implemented this three-part system that I've used over and over |
| 0:22.4 | again to help thousands of clients save taxes, build wealth, and protect it. |
| 0:30.2 | Unfortunately, most people believe building wealth is reserved solely for the top 1%, implementing |
| 0:35.7 | complex systems and using expensive advisors. |
| 0:38.9 | But the reality is, the best systems that wealthy use are available to every person in America. |
| 0:44.4 | And today I'm going to walk you through the very best system there is to save thousands on your |
| 0:49.1 | taxes. And these are the steps I have personally used to help clients build wealth all over the |
| 0:53.9 | country. |
| 0:54.4 | And the system we're talking about today is the trifecta. |
| 0:57.5 | Now let's dive into it. |
| 0:58.4 | There's three issues that Americans are worried about and stress about in their pursuit of |
| 1:03.7 | the American dream. |
| 1:04.6 | These issues are obviously saving taxes. |
| 1:07.0 | The number one cost in their lives. |
| 1:08.6 | How do I save taxes and do it in an organized way? And then number two, how do I build wealth? How do I protect it? How do I grow this wealth so that I can use it in the future? And number three, how does it all come together and I'm able to leave a legacy and to use it with privacy and protection? If I can bring those three pieces together, I'm going to maximize the benefits and reduce the exposure. I'm going to get the best result in saving taxes, building wealth, and leaving a legacy. The trifecta brings all three of those together. So let's look at it. Let's go to the whiteboard. And then I'll show you more examples here in a little bit. and you're going to see the power of this and how you can design and build your own trifecta to better live the American dream. Save thousands in taxes and build the wealth you've been dreaming of. And you know what's interesting? It's that simple. This is what the wealthy do. They sit down and plan on a regular basis and they want to see it and visualize it so we can build it and enjoy it. |
| 2:03.1 | Now, as we dive into it as well, I want you to know it's simple. It's elegant. It's because it will grow and expand with you. |
| 2:10.4 | You may just be starting out with a W-2 and 500 bucks in the bank. Some of you might have 10 rental properties and two businesses and a family of |
| 2:17.8 | 12. I don't know. The point is, no matter where you're at on your stage of your American dream, |
| 2:24.6 | the trifecta becomes your framework. It becomes something that's super easy and simple to start with |
| 2:30.5 | and then expand and build upon. So let's look at it here. This is what the basics are. Three parts. As I said, a three part system. So we're going to start with and then expand and build upon. So let's look at it here. This is what the basics are. |
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