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02: Retire on 5 Million
In this episode, Amir discusses:
- To minimize taxes on investment gains, especially when talking about retirement, we use 1031 exchanges, self-directed IRAs and trusts.
- 99% of those living in this country can’t count on their current financial planning for a sustainable retirement
- ‘Retirement’ does not have to be boring or mean you quit doing what you love. In fact, it means to get to do more of those things.
- How do you do it? How do you make enough to get time back on your side?
Key Takeaways:
- Amir's book for medical professionals ‘Make It, Keep It.’ He is offering free copies just for my podcast listeners, just email me at [email protected] and I’ll send you a copy.
- To minimize taxes on investment gains, especially when talking about retirement, we use 1031 exchanges, self-directed IRAs and trusts.
- Just because you make enough money at some point to retire early, doesn’t mean you have to quit doing what you care about.
- Our recent reports shows that the biggest and smartest funds like Harvard and MIT have moved the bulk of their portfolios to alternative assets, like real estate.
"Whether you need a few years off, or just crave the freedom to work on things that are more important to you, with more control of how they are done, and want to live your purpose - I don’t think there is any choice but to get your finances to the stage where you can afford to retire as soon as possible." — Amir Baluch
Connect with Amir Baluch:
Email: [email protected]
LinkedIn: http://www.linkedin.com/amirbaluchmd
Website: http://www.financialwellnessMD.com
Show notes by show producer: Danielle Taylor
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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By Amir Baluch
5
33 ratings
In this episode, Amir discusses:
- To minimize taxes on investment gains, especially when talking about retirement, we use 1031 exchanges, self-directed IRAs and trusts.
- 99% of those living in this country can’t count on their current financial planning for a sustainable retirement
- ‘Retirement’ does not have to be boring or mean you quit doing what you love. In fact, it means to get to do more of those things.
- How do you do it? How do you make enough to get time back on your side?
Key Takeaways:
- Amir's book for medical professionals ‘Make It, Keep It.’ He is offering free copies just for my podcast listeners, just email me at [email protected] and I’ll send you a copy.
- To minimize taxes on investment gains, especially when talking about retirement, we use 1031 exchanges, self-directed IRAs and trusts.
- Just because you make enough money at some point to retire early, doesn’t mean you have to quit doing what you care about.
- Our recent reports shows that the biggest and smartest funds like Harvard and MIT have moved the bulk of their portfolios to alternative assets, like real estate.
"Whether you need a few years off, or just crave the freedom to work on things that are more important to you, with more control of how they are done, and want to live your purpose - I don’t think there is any choice but to get your finances to the stage where you can afford to retire as soon as possible." — Amir Baluch
Connect with Amir Baluch:
Email: [email protected]
LinkedIn: http://www.linkedin.com/amirbaluchmd
Website: http://www.financialwellnessMD.com
Show notes by show producer: Danielle Taylor
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.