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In this episode of the LearnLikeaCPA show, we're diving into what we call the "Financial Freedom and Money Flow Roadmap." We break down a strategic approach to achieving financial independence by leveraging earned income, passive income, and smart investing. You'll learn how to funnel your earnings from a W-2 job or business into real estate, use tax strategies to minimize your burden, and optimize your investment portfolio for long-term gains. We're covering things like:

• Understanding the "Money Flow Roadmap" and its four buckets of income
• Transitioning from earned income to passive and portfolio income
• Utilizing taxable brokerage accounts to get better returns
• Strategies for minimizing taxes on rental income and capital gains
• The importance of Roth vs. traditional retirement accounts in your financial plan

Timestamps:

00:00:00 Intro

00:03:15 Earned Income and Its Limitations

00:05:21 Transitioning to Passive Income

00:09:00 Using Taxable Brokerage Accounts

00:10:00 Portfolio Income and Tax Strategies

00:13:04 Roth vs. Traditional Retirement Accounts

00:24:12 Leveraging Real Estate Losses to Offset Gains

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*None of this is meant to be specific investment advice, it's for entertainment purposes only.