The Long Game

In this episode we go through Jacobs real life example of: - what he bought for - what he sold for - costs that went into it to maintain the home - taxes and fees - The real return he got over 7 years

Rent vs buy is a constant debate. Both Jacob and I are homeowners yet we can be realistic and look at the numbers. In this episode we chat about: - when renting can be better - when owning is better - the numbers behind mortgages - and much more!

Exploring the importance of diversified investing for business owners, how concentration impacts external investments, and the strategic approaches business owners should consider for financial planning and risk assessment.

In this episode with Ankur Nagpal we talk: - about him scaling his first business to over $25mil in revenue - tax planning moves he made to get $3mil capital gains tax free - other tax planning moves to consider - the power of solo 401(k)s

In this episode with Thomas and Jacob go through 10 of the biggest mistakes they see business owners make. Some of the one's covered are: Holding too much or not enough cash in the business Not planning taxes  Waiting till right before tax filing to do tax planning  Not thinking Tax election status QBI Optimizing retirement accounts

Real estate syndications are really popular today. But not all of them are created equal. Aleksey helps us understand: - what they are - how they work - mistakes people make when investing in them

In this episode with Michael Girdley we talk: - his journey from starting one business to now running 10 - how to create your perfect day - advice he has for other business owners

Discover tax moves for 2023, proactive vs. reactive tax planning, and insights into private equity. Learn about maximizing tax savings with solo 401k, utilizing HSAs for medical expenses, and the risks of private equity investments.

In this episode with Rafael Loureiro we talk about: - how to grow a business - how to raise capital - the challenges that come with raising capital - what to look for in the people who are giving you money - how to maintain culture - why investing in second time CEOs can be wise

In this episode with Thomas Kopelman and Jacob Turner, we talk about 10 misconceptions people have like: - leaving money in the business means it is not taxed - low deductibles are most important on insurnaces - the goal is to pay the least amount of taxes this year - Always go Roth or always go Traditional And much more!