Advanced Tax Saving Strategies for Passive Investors

Oil and gas are back in the headlines. What does that mean for investors?In this episode, Bob and Ben join Ellis to unpack the latest reports from OPEC and the IEA, what they signal for fossil fuel investing, and how energy fits into a diversified portfolio. They also look at new data on investor sentiment regarding industrial and multifamily real estate. All of it points to where the smartest opportunities may be for investors today.Find out more about the Invest Like A Billionaire community at https://investlikeabillionaire.org/ And find out more about the podcast at https://www.thebillionairepodcast.com/

Jim Dew, Founder of Dew Wealth Management,  joins Ben Fraser and Jim Maffuccio, to dive into the concepts of building a Virtual Family Office. After spending years studying the ultra-wealthy, Jim Dew realized Family Offices generally had staff, resources and strategies built around preserving and growing their family’s wealth. Jim decided to replicate their approach, but make it more accessible for the entrepreneur. Tune into today’s show to hear about Jim’s story and how he’s built his unique wealth management approach.Dew Wealth Management ⁠https://www.dewwealth.com/⁠Connect with Jim Dew on LinkedIn ⁠https://www.linkedin.com/in/jim-dew-0ab03a5/⁠Find out more about the Invest Like A Billionaire community at https://investlikeabillionaire.org/

The Fed just cut rates for the first time this year. What does that mean for your investments?In this episode, Ellis Hammond and Bob Fraser unpack how this move could shape the next cycle for real estate investors, what history suggests about market reactions, and why inflation may play a bigger role in the national debt discussion than most investors realize.PURCHASE the Invest Like a Billionaire book at www.thebillionairebook.org/ And find out more about the podcast at https://www.thebillionairepodcast.com/

As we get closer to Q4 we wanted to bring back a favorite episode from the past – all about tax saving strategies. Thank you so much to experts Amanda Han and Matt MacFarland of Keystone CPA for joining us to discuss how investors can utilize real estate and other strategies to reduce tax burdens, optimize returns and increase potential gains from the IRS. Download the Free eBook“How Passive Investments Can Save You Taxes” https://www.keystonecpa.com/PassiveInvestorTax Connect with Amanda Han on LinkedIn https://www.linkedin.com/in/amandayhan/Connect with Matt MacFarland on LinkedIn https://www.linkedin.com/in/mattmacfarland/

Lane Kipp has dedicated his career to helping others give well. He runs the nonprofit All Access, which uses analytics to find the most effective and transparent ways to make charitable donations go farthest. And it turns out, running All Access has a lot to teach us about how to vet deals in the investment world.Check out Lane’s org at allaccess.internationalPREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And find out more about the podcast at https://www.thebillionairepodcast.com/

Did you hear about the $1B ATM investment fraud? What started as a too-good-to-be-true deal ended up as a ponzi scheme that upended lots of good investors, including some of us. So how did Aspen as a firm dodge this one? And how can you learn from this scandal and spot potential ponzi schemes yourself? Listen in, and let us know what you think in the comments on youtube and on Spotify.ORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And find out more about the podcast at https://www.thebillionairepodcast.com/

What number is “enough” to you? The legendary John Maxwell joins Bob Fraser in a rare interview about how John thinks about building wealth and sowing values into young people. He tells us about his theory of picking a number to know when you’ve met your own needs. What do you think of this idea? Listeners on Spotify or Youtube – share a comment, or even tell us what your number is. And are you there yet?PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And find out more about the podcast at https://www.thebillionairepodcast.com/

How do billionaires think differently than the rest of us? Bob and Ben have spent over a year trying to answer that question as they wrote the Invest Like a Billionaire book. In this episode, they share their lessons – how billionaires approach debt, inflation and taxes differently. And we learn how we can all move from an “income statement mindset” to a “balance sheet mindset.”PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And find out more about the podcast at https://www.thebillionairepodcast.com/

Is your financial advisor keeping secrets from you? Well, not exactly. In this episode, we learn another key lesson from the Invest Like a Billionaire book: why the financial advising system is rigged against alts. Listen to hear why your advisor isn’t able to give you the guidance you need, and figure out how to work the system in your favour. PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And find out more about the podcast at https://www.thebillionairepodcast.com/

We’re back with another sneak peek into the Invest Like a Billionaire book! Bob and Ben join Ellis to share the secret killer of wealth – Volatility. They’ll walk you through the math around why volatility is the enemy of compounding wealth, and what you can do about it. PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And find out more about the podcast at https://www.thebillionairepodcast.com/