
Something strange happens when your income starts climbing: the sales pitches show up. Suddenly you're apparently qualified to own oil wells, apartment syndications, captive insurance companies, and an indexed universal life policy your buddy's cousin swears by. I want to help you separate good planning from good marketing, because complicated doesn't mean better.Key moments:(02:20) Questions to ask before joining a real estate syndication(05:53) Cost segregation studies and buying real estate for the tax losses(09:09) Whole life insurance, infinite banking, and who these products are actually for(15:58) How depreciation recapture can claw back your short-term rental tax savings(22:45) Avoid sketchy student loan advice ⬇️ Download our free financial independence with student loans calculator.There’s no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth risk-free!Like the show? There are several ways you can help!Follow on Apple Podcasts, Spotify or Amazon MusicLeave an honest review on Apple Podcasts
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