Brilliant Investment & Tax Advice for Realtors | Tom Ferry Podcast Experience

The Tom Ferry Podcast Experience

Tom Ferry

Education, Business, Self-improvement

4.7 • 1.1K Ratings

🗓️ 10 May 2023

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

You don’t need to be a real estate agent to want to know how to save on taxes, invest in real estate, prepare for retirement, and better manage your money… But if you are a real estate agent and want to know how to do all those things, then this very information-packed episode of the Tom Ferry Podcast Experience is for you. I’m talking with tax attorney and investor Toby Mathis about how to save on taxes and much more, including: The best business structure to file The benefits of investing vs. saving 1031 exchanges Passive capital gains Finding investment deals This is an episode you’ll want to take notes on and then send to whoever does your taxes. When tax season rolls around, check in with that person to make sure they watched it and are able to check off everything on the list. And if you’re looking for some hands-on tax and investment advice from some of the best advisors in the business, check out this link to sign up for a Free Consultation with Anderson Advisors! This 45-minute call will cover everything you need to know about tax savings and asset protection on your investments – a $750 value!

Transcript

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0:00.0	So here's the thing, entrepreneurs, leaders, salespeople.
0:05.9	We all want to create consistent, repeatable, and scalable ways to grow our business and
0:10.1	our income.
0:11.1	And we want to do it better, faster, and more seamlessly.
0:14.2	Why?
0:15.2	So we can actually enjoy our lives, take vacations, and spend the quality time that we want
0:18.9	with the people that we love.
0:20.6	How do we do all this without spending a fortune or running ourselves ragged?
0:24.9	That's the big question, and this show is dedicated to the answer.
0:31.0	Hey, so welcome back to the show.
0:34.4	I'm really excited about today's guest.
0:36.9	You know I've been obsessed with helping you build a great business, serve more clients,
0:41.7	make more money.
0:42.7	But what am I also obsessed by?
0:44.4	I've been obsessed if you're paying attention to my content, and I know you are, with
0:48.2	you buying more real estate, saving more money, lowering your taxes.
0:53.2	So today, I've asked a great friend to come and talk to us about specifically what you
0:59.4	can do, whether you're an entrepreneur, a team leader, an individual agent, you're a broker
1:03.1	owner, you're a startup company, it's all the same.
1:06.7	He is a tax advisor, and most importantly, like myself, he is also an active investor.
1:13.0	So I've got Toby Mathis with us from Anderson Advisors.
1:16.2	He is a tax attorney, so it's always good to get advice from an attorney.
	...

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