How to Use Leverage to Reduce Risk and Increase Returns - 199

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 11 December 2018

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

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Summary

Todd Tresidder of FinancialMentor.com shares the surprising ways to reduce risk and increase returns as outlined in his new book, The Leverage Equation: How to Work Less, Make More, and Cut 30 Years off Your Retirement Plan. Joe and Big Al answer your money questions on San Diego real estate investing, buying a house with your 401(k) money, and required minimum distributions - and they talk beer, tariffs, the inverted yield curve, and Friends. Transcript and show notes: http://bit.ly/YMYW-199

Transcript

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0:00.0	If you're a regular listener, you've heard Joe and Al talk about leverage a number of times lately.
0:04.9	Today on Your Money, Your Wealth, you might be surprised to hear how you can use leverage to reduce your risk and increase your returns.
0:12.3	Plus, the fellas answer your money questions.
0:14.7	Is cash flow possible when investing in real estate in San Diego?
0:18.7	Can you buy a house in the Philippines, pay for it with 401k money, and not pay any tax?
0:23.4	Do you have to take RMDs from your Roth IRA?
0:25.8	When is the best time to take RMDs?
0:27.7	And finally, Joe Anderson's CFP and Big Al-CloPine CPA talk tariffs and the inverted yield
0:32.6	curve and important stuff like beer and friends.
0:35.6	But first, Big Al-Clo Clopine is joined by financial mentor Todd
0:38.8	Treseter, author of the new book, The Leverage Equation, How to Work Less, Make More, and cut 30 years
0:44.8	off your retirement plan. Todd, thanks for joining us. Thanks for having me on the show, Alan.
0:50.6	I'm really excited to talk to you because you have just written a book called The Leverage Equation.
0:56.4	And it's a topic that very few people have ever written about.
1:00.0	And I think it's actually one of the more important topics out there for those that would
1:04.3	like to build real wealth.
1:05.6	So maybe let's start with what caused you to write the book.
1:09.3	Yeah, it stem from a course I wrote expectancy wealth
1:12.4	planning where I teach wealth planning a very different way. I teach it from the ground up,
1:16.6	the foundation of wealth, which is two equations. And gee, great way to start an interview with
1:20.9	math equations, right? Yeah, right? You know, this is the foundation of wealth, right? And so,
1:25.5	and I'm not going to get fancy math. It's just to get the principles.
	...

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