Investments You Never Heard Of | Be Wealthy Episode #7
Be Wealthy
Empowering Investment Education and Strategies in Self-Directed Retirement Accounts
This chapter emphasizes the benefits of educating oneself before delving into investments, particularly in self-directing retirement accounts and real estate. It also discusses tax implications, Roth accounts, and the importance of understanding and controlling investments for long-term benefits.
Thank you Horizon Trust for sponsoring this podcast! Get started today at MaxOutRetirement.com
Notes from PaperStac: https://paperstac.com
Cost Seg: SingleFamilyCostSeg.com
Free Resources: https://www.bewealthybrett.com/resources
đ¨BE WEALTHY WEBSITEđ¨www.BeWealthyBrett.com
Timestamps:
00:00 â Intro
03:27 â Life Update
05:24 â Investing and Your Unfair Advantage
07:00 â Online Influencers
08:50 â Top 5 Best Investments
11:07 â #1 - Hard Money Lending
20:45 â #2 - Notes
31:58 â #3 - Oil and Natural Gas Royalties
37:27 â #4 â Land Leases
38:55 â #5 â Boat Chartering
43:45 â Recap
44:38 â Audience Questions
đ¨BE WEALTHY WEBSITEđ¨www.BeWealthyBrett.com
đ Books Mentioned and Free Tools: https://www.bewealthybrett.com/resources
đŚ Infinite Banking Education: SaveLikeaBank.com
âĄď¸Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com
đľ Self-Directed IRA: MaxOutRetirement.com
đ˘ Trust and Entity Structure: http://setupmyestate.com/
đď¸ Off-Market Deals and Cash Buyers List: https://bit.ly/3V7gABe
đ ď¸ Hard Money Financing: https://www.lendingcashnow.com/get-funded
đĽ Wholesale Deals: getourhousedeals.com
Facebook: https://www.facebook.com/brettbewealthy/
Instagram: https://www.instagram.com/bewealthybrett/
Twitter (X): https://twitter.com/bewealthybrett
TikTok: https://www.tiktok.com/@bewealthybrett
As a leader, innovator, investor, and top-selling real estate agent, Brett Tanner blends a unique marketing methodology with a results driven approach to real estate. Brettâs real estate team of 40+ agents is ranked #9 in the country, by the Wall Street Journal, while selling over $2 billion in real estate.
Brett Tanner's initial success with real estate sales and investments propelled him to broader opportunities which created the framework that is Tanner Cap today. His passion for excellence and desire to enhance the client experience was his ignition to build and lead business ventures within the real estate industry.
Brettâs vision to systematize the home buying and selling experience promotes consistency and a seamless opportunity for both agent and clients while serving as a model to optimize profitability. This methodology for wealth building led Brett to modes of passive wealth generation through lending.
As the operating principal at Tanner Capital Holdings, Brett Tanner has modernized the family office approach to operations and business growth. Under the Tanner Cap umbrella, Brett has amassed his three greatest strengths; operational excellence, linear execution, and wealth management.
Today, Brett Tanner's expertise is sought after as a national speaker and mentor across multiple industries focused on entrepreneurial business growth and leadership.
BRETT TANNER, Be Wealthy and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational and entertainment purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any tax related activity.
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These materials represent the opinions of the Speakers and not those of KWRI. The Speakers do not hold financial licenses. The material is provided without any warranty, or guarantee of its accuracy, completeness, or results from using the information. You should consult your own legal, financial, or tax advisor and verify all information to your satisfaction prior to taking any action.
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