Welcome to another episode of the #MeetCoolPeople Podcast! I'm your host, Ely Delaney, and today we have a fascinating guest who is making a positive impact in the world. Joining us is Sally Gimon, a former Medicare broker and owner of bank-owned properties. Sally has an incredible story of how she discovered a unique trust strategy that can help US-based owners, 1099 income earners, and investors save on federal taxes. Sally shares her personal journey of facing tax issues with the IRS and stumbling upon the trust used by the Rockefellers. Intrigued by its potential, she started her own company in March 2020 and has been helping small business owners, real estate investors, and individuals looking to save on taxes ever since. During our conversation, Sally explains the five elements of these trusts: they are irrevocable, non-grantor, discretionary, spendthrift, and the trustee can make rules for beneficiaries. These trusts have legal precedent and are recognized by the IRS. Sally provides real-life examples of how these trusts can save on federal taxes and protect assets from lawsuits. We also delve into the different types of trusts, including business trusts, beneficial trusts, senior trusts, noncharitable trusts, and real estate syndication trusts. Sally shares her own success story of setting up a syndication trust and how it helped her eliminate debts and achieve financial freedom. In addition to the insights Sally provides, we discuss the importance of protecting oneself, one's business, and one's family, as well as planning for the future. We explore the potential benefits of these trusts for future generations through inheritance tax and probate. Here are some key takeaways from our conversation with Sally Gimon: - Trusts can be an effective strategy for saving money on federal taxes and protecting assets from lawsuits. - These trusts are not just for the wealthy; they are accessible to anyone looking to save on taxes. - Different types of trusts cater to specific needs, such as business owners, investors, and seniors. - Setting up a trust requires investment but offers long-term benefits and protection. - Utilizing trusts can help individuals create a financial legacy for future generations. Connect with Sally at: www.thetrustisyou.com If you enjoyed this episode, don't forget to like, subscribe, and review the show! It helps us share our Cool people with even more cool people!

In this episode, Ely and Adam discuss the power of connecting with cool people and leveraging those connections to grow your personal and professional circles. Here are 3 key takeaways from the conversation: "Becoming the hunted, not the hunter" - Adam shares his unique approach to podcasting and building influence. By hosting podcasts, he has been able to attract and connect with incredible individuals across industries, opening doors to valuable collaborations, industry leaders, and even direct competitors. It's about using your platform to create meaningful conversations and connections. Leveraging Introversion - Adam, an introvert himself, emphasizes the value of leveraging your introverted strengths. Being authentic and attracting others who resonate with your true self is key. It's not about trying to change or overcome introversion but about embracing it to create meaningful connections. The Power of Reciprocity - Adam shares an inspiring story about how he connected with Larry Winget, a renowned speaker and author. By offering something of value to Larry, instead of asking for help or advice, he was able to build a genuine connection and eventually have him on his podcast. It's all about fostering relationships based on mutual benefits and making a positive impact. If you're looking to expand your reach, connect with cool people, and make a difference in your network, don't miss this insightful episode! Tune in now and learn from Adam's experiences and expertise. Connect with Adam at https://www.thereachsystem.com/resources/

Welcome to the Meet Cool People podcast! I'm your host, Ely Delaney, and I'm thrilled to have you here. Meeting cool people has always been a huge part of my life, and this podcast is a culmination of that passion. On this show, we'll be connecting with amazing individuals from all over the world. As a speaker and traveler, I've had the privilege of meeting countless fascinating people. But my favorite way to get to know them is by breaking bread and sharing a meal or a cup of coffee. There's something about face-to-face conversations that allow us to truly understand who someone is, what they do, and how they make an impact on their audience. Many of the people I've met started out as casual connections, turned into clients, and eventually became lifelong friends. Some of these friendships have lasted for decades, and I'm excited to share their stories with you. In today's digitally-connected world, we have the power to have conversations with people from different continents in a single day. However, we often lack meaningful connections on a personal level. That's what I aim to change with Meet Cool People. I encourage you to listen to these episodes and binge-watch if you can. If someone resonates with you, reach out to them and let them know you heard them on the podcast. Share what specific insights or ideas struck a chord with you. Standing out from the crowd and having a genuine connection with them can open doors you never imagined. I firmly believe that the people you meet are the key to your success. It all starts with a good conversation. So go out there and have an amazing day. And remember, I'm here to support you in any way I can. Feel free to reach out with your thoughts and ideas on how these amazing individuals impact your life and help you meet more cool people. Take care and enjoy the show!