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Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation
If you're a high earner and want to reduce, defer, or eliminate taxes, you won't want to miss this episode.
We are joined today by Keith Blackborg. Keith is a financial consultant, CPA, investor, and tax strategist. At the age of 30, Keith and his wife, Jessica, had become self-made millionaires. As a result of their investments, they were able to retire after less than ten years of working. They now help others achieve financial independence as well.
Tune in to learn about Keith's unique strategies and how you can make better financial decisions!
TIMESTAMPS
00:13 - Guest Introduction: Keith Blackborg
00:53 - Keith’s background
02:50 - Issues in the marketplace
06:04 - Usual advice
07:44 - Discounted Rollovers
10:34 - At what amount it makes sense
12:58 - Strategies for business owners
14:39 - Getting people comfortable with alternative assets
16:31 - Entity protection and why it's important for
high net worth individuals
19:25 - Never making wealth your priority
21:42 - Keith’s Investments
24:27 - Connect with Keith
25:07 - Episode Recap
Connecting with the Guest:
Website: www.financialjourney.lifeUpcoming Passive Investor Event: www.passiveinvestorevent.com
Linkedin: https://www.linkedin.com/in/keithblackborg/
#passivewealth #passiveinvesting #reducetaxes
5
8383 ratings
Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation
If you're a high earner and want to reduce, defer, or eliminate taxes, you won't want to miss this episode.
We are joined today by Keith Blackborg. Keith is a financial consultant, CPA, investor, and tax strategist. At the age of 30, Keith and his wife, Jessica, had become self-made millionaires. As a result of their investments, they were able to retire after less than ten years of working. They now help others achieve financial independence as well.
Tune in to learn about Keith's unique strategies and how you can make better financial decisions!
TIMESTAMPS
00:13 - Guest Introduction: Keith Blackborg
00:53 - Keith’s background
02:50 - Issues in the marketplace
06:04 - Usual advice
07:44 - Discounted Rollovers
10:34 - At what amount it makes sense
12:58 - Strategies for business owners
14:39 - Getting people comfortable with alternative assets
16:31 - Entity protection and why it's important for
high net worth individuals
19:25 - Never making wealth your priority
21:42 - Keith’s Investments
24:27 - Connect with Keith
25:07 - Episode Recap
Connecting with the Guest:
Website: www.financialjourney.lifeUpcoming Passive Investor Event: www.passiveinvestorevent.com
Linkedin: https://www.linkedin.com/in/keithblackborg/
#passivewealth #passiveinvesting #reducetaxes
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