How to Use Rental Real Estate to Build Legacy Wealth - 217

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

🗓️ 16 April 2019

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Top apartment broker Terry Moore, CCIM talks about using rental real estate not just to build wealth, but also to create a life worth imitating. Joe and Big Al answer your questions: can excess scholarship money be contributed to a Roth IRA? Will stock and bond income affect Social Security benefits? The fellas also do a couple of retirement assessments on the fly to help listeners generate and maximize retirement income while minimizing taxes. Transcript & show notes: http://bit.ly/YMYW-217

Transcript

Click on a timestamp to play from that location

0:00.0	How do you use rental real estate to create wealth even in an expensive and high demand area like Southern California?
0:07.0	Today on Your Money, Your Wealth, Terry Moore's CCIM talks with Big Al Clopine about his new book, Building Legacy Wealth.
0:14.8	Top San Diego apartment broker shows how to build wealth through low-risk investment property and live a life worth imitating.
0:21.9	Plus, Joe and Bigel answer your money questions. Can excess scholarship money be contributed to
0:27.1	a Roth IRA? Will stock and bond income affect your social security benefits? The fellas also do
0:33.2	a couple of complete retirement assessments right on the fly to help you generate and maximize retirement
0:38.7	income while minimizing taxes. I'm producer Andy Last with Joe Anderson CFP, our guest Terry Moore,
0:45.7	and Big Al Clopine CPA. Welcome, Terry. How you doing? Alan, it's great to be with you. Well,
0:53.1	we're, you know, we want to do this for you.
0:55.0	I'll tell you why.
0:56.0	Because first of all, you and I have done business together.
0:59.0	So I met you...
1:00.0	Starting like 20 years ago.
1:01.0	Yeah, something like that.
1:02.0	So I think I met you...
1:03.0	When we were young before any...
1:05.0	Either one of us had any silver hair.
1:07.0	Right.
1:08.0	We were dumb then, but hopefully we're wiser now. Yeah, we were kind of starry-eyed, and I think you and I made some good decisions and made
1:15.0	some not so good.
1:16.5	But you and I met at a seminar.
1:17.7	And how you get wisdom.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Your Money, Your Wealth, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Your Money, Your Wealth and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.