How the Wealthy Protect and Preserve Their Money - with Allen Lomax

On this episode of the Deal Farm®, Kevin and Ken sit down with Allen Lomax to explore his journey from single-family real estate investor to wealth preservation and tax strategy expert. Allen shares how the 2008 financial crisis wiped out most of his assets and how that painful reset pushed him to rethink his investing. He breaks down why commercial real estate is more scalable and less risky than single-family, and why he ultimately chose capital raising over direct investing. He also dives into how high-income earners are unknowingly leaving money on the table by keeping 90–95% of their assets in public markets, and what the wealthiest investors do differently to diversify, reduce tax liability, and protect what they've built. If you've ever wondered how the top 1% legally beat the system and preserve generational wealth, this episode is your blueprint.