

Savvy Financial Management: Taxes, Assets, Debt, Legacy | Tom Ferry Podcast Experience
Aug 22, 2024
Toby Mathis, President of Anderson Business Advisors and author of "Infinity Investing," shares his expertise on savvy financial management. He emphasizes financial literacy as the key to achieving generational wealth. Topics include the 30-30-10 investment model, which advocates for a balanced approach to income allocation and asset protection. Toby discusses the importance of controlling assets through trusts and LLCs to shield against liabilities. Listeners are encouraged to move beyond traditional financial practices and take actionable steps towards securing their financial future.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Foundations of Financial Savvy: Protecting Assets and Creating Legacy
01:33 • 2min
Understanding Wealth Management for Entrepreneurs
03:49 • 9min
Strategic Financial Management: Income Allocation and Asset Protection
13:01 • 4min
Protecting Wealth: Control Without Ownership
16:52 • 6min
Mastering the 30-30-10 Investment Model
22:34 • 12min