In today's episode, Tom is joined by Jeremy Kessler from Steel Breeze. With Jeremy's experience in accounting and tax, they discuss the unanticipated way the tax code is set up as a set of incentives AND how you can partner with the government to invest. Whether or not it's starting a business, investing in real estate, or even life insurance, don't sleep on what the IRS could do for you!

Who's The Guest? Jeremy Kessler, CPA with more than 20 years of experience as a Certified Public Accountant. He has a wide range of accounting experience giving him an edge in providing assistance and advice to business owners with their periodic reporting, internal accounting, forecasting, and development and implementation of succession plans.

Highlights

• Guest Spotlight: Who is Jeremy Kessler and what's his practice all about?
• How can you keep more of your wealth, freedom, and money?
• What are the basic things that can help you mitigate your taxes as a business?
• The tax benefits of real estate.
• What is the concept of buy, borrow, and die strategy?
• Giving back: The different ways for charitable giving and gifting?
• What is the Inflation Reduction Act?
• What are the benefits of paying taxes in the long run?
• The other services that Jeremy is offering to clients Episode Resources
• Connect with Tom Suvansri
• https://perennialpride.com/
• https://www.facebook.com/perennialpride/
• https://twitter.com/perennialpride
• https://www.youtube.com/channel/UC6N7YVoDx7BSRdiYRRb1BiA
• Connect with Jeremy Kessler
• https://thesteelbreeze.com/

Who's The Guest? In this episode, Tom interviews Tammi Brannan, a celebrated motivational speaker, keynote speaker, and business owner who works with clients, including creators, seekers, and rebels who are thinking in unconventional ways. Tammi helps them to infuse that purpose into their careers and to live their lives more intentionally through her Blueprint Process program.

Summary Joining today is Tammi Brannan of Blueprint Process; Tom's friend and business coach. They talk about uncovering your purpose and passion in life to not only gain fulfillment but wealth too; the ways to create your blueprint and how to direct your focus to create the life you want.

Highlights

• Who is Tammi Brannan?
• What is it like for Tammi to create her own practice?
• How things that matter to you bring you passion and energy to have a better approach
• What the particular active system in the brain is and how does it work?
• How you can start making an impact through simple processes? Episode Resources
• Connect with Tom Suvansri
• https://perennialpride.com/
• https://www.facebook.com/perennialpride/
• https://twitter.com/perennialpride
• https://www.youtube.com/channel/UC6N7YVoDx7BSRdiYRRb1BiA
• Connect with Tammi Brannan
• http://blueprintprocess.com/
• https://www.tammibrannan.com/
• https://www.linkedin.com/in/blueprintprocess

Call to Action Schedule a Call with Tom

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In today's episode, Tom talks about saving vs investing and how they co-mingle in today's society. He references the book "Richest Man in Babylon" and the importance of paying yourself first. Tom explains strategies where your dollars can do so many different jobs at the same time. Tune in to learn about the different savings and investment accounts and what they can do for your dollars!

Highlights

• What the book, Richest Man in Babylon, is all about
• The difference between saving and investing
• Another option for safety: Treasury Bonds and Bills
• The best place to store your wealth long term Episode Resources
• Richest Man In Babylon
• Connect with Tom Suvansri
• https://perennialpride.com/
• https://www.facebook.com/perennialpride/
• https://twitter.com/perennialpride
• https://www.youtube.com/channel/UC6N7YVoDx7BSRdiYRRb1BiA

Today, Tom is joined by the founder of 3D Money, Jeff Huston. Jeff started as a financial advisor and then moved into alternative investing. They discuss empowering their clients to take responsibility for their financial lives and how the government and wall street impact the decisions people make around their finances.

Highlights

• How Jeff Huston started with 3D Money
• What "don't fight the fed" means
• How inflation can work for you
• How people are making their money if it's not from the stock market
• The advantages and disadvantages of being an owner
• Profiles of business owners and investors that work well with 3D Money
• What 3D Money is Episode Resources
• Connect with Tom Suvansri
• https://perennialpride.com/
• https://www.facebook.com/perennialpride/
• https://twitter.com/perennialpride
• https://www.youtube.com/channel/UC6N7YVoDx7BSRdiYRRb1BiA
• Connect with Jeff Huston
• https://3dmoney.com/
• https://thejeffhustonshow.com/

Alpesh Parmar joins Tom on the podcast today and they talk about his story as a fellow immigrant who got into technology. Unexpectedly letting go of his job, led him to a path of entrepreneurship and real estate investing. He now puts together deals for investors to participate in and works with cryptocurrency. Take a listen to learn how to have more than one source of income!

Highlights

• Who is Alpesh Parmar?
• From India to the Investment World: His journey and how he migrated to the investment world
• What are the other ways to invest and diversify in the stock market?
• How he transitioned from investing in small, single-family homes to multi-family mobile home parks
• How to get started in real estate even if you don't have huge capital
• The new exciting trends in real estate investing now
• What Triple Net Lease is
• How he started in cryptocurrency investing
• What projects Alpesh and his team are preparing
• Where to learn more about Alpesh and his investment group Episode Resources
• Connect with Tom Suvansri
• https://perennialpride.com/
• https://www.facebook.com/perennialpride/
• https://twitter.com/perennialpride
• https://www.youtube.com/channel/UC6N7YVoDx7BSRdiYRRb1BiA
• Connect with Alpesh Parmar
• https://wealthmatrs.com/
• [email protected]
• https://www.linkedin.com/in/wealth-matters-alpesh-parmar
• https://www.facebook.com/wealthmatrs/

In the second part of Using the Family Bank for your Entire Life, Tom shares more details on how to use it in quarter three, your prime earning years (41-60), and quarter 4, post 60, as you head into retirement and the next phase of your life. He talks about legacy planning and thinking about the next generation(s) when it comes to the Family Bank.

Highlights

• What happens if your family bank doesn't have any room left in it
• How you can strategically use and leverage your assets instead of just spending them
• What is the purpose of term insurance and why families should start adding it to their protection line
• When is the best time to get yourself insured
• What happens once the policyholder passes away
• What are the different stages to consider before getting a term insurance? Episode Resources
• Connect with Tom Suvansri
• https://perennialpride.com/
• https://www.facebook.com/perennialpride/
• https://twitter.com/perennialpride
• https://www.youtube.com/channel/UC6N7YVoDx7BSRdiYRRb1BiA

In today's episode, Tom focuses on a topic centered around how Family Banking can be used all through life. He equates it to quarters/periods in a game and covers the first half of life. Tom breaks it down even further into quarter one (0-25 yrs) and quarter two (26-40 yrs). Stay tuned for Part 2 coming soon!

Highlights

• Why read the book, the Wealthy Garden
• How discomfort can help push you to your boundaries of achieving what you want
• What the purpose of family banking is
• When is the best time to get insurance
• When you should start teaching your kids about money and finances
• How you can use your money in life insurance as collateral Episode Resources
• Becoming Your Own Banker
• Richest Man In Babylon
• Rich Dad Poor Dad
• The Wealthy Gardener
• Connect with Tom Suvansri
• https://perennialpride.com/
• https://www.facebook.com/perennialpride/
• https://twitter.com/perennialpride
• https://www.youtube.com/channel/UC6N7YVoDx7BSRdiYRRb1BiA

Today, Tom shares the concept of having adequate resources to impact the most important things in life. Unfortunately, there are a number of ways people are losing wealth that they don't know about or are unnecessary if they were open to new options. He walks through each of the core ones and provides a brief overview of them with some examples. Tom will be going more into them along the path of this podcast.

Highlights

• How watching his son play sports reminded Tom how important it is to develop the idea of teamwork and collaboration
• What resources you can use to become the best and impact as much as you can on this earth
• What the three buckets of wealth are
• How corporations are playing a big role in our world
• How you can reduce your expenses and keep more of the money moving and growing
• What inflation is
• What type of investment can benefit from inflation
• How using the family banking environment can help you leverage someone else's money and allow your mind to continue to grow
• What the six hidden wealth rotors are that impact your ability today to save and invest more

Episode Resources

• The Top Five Regrets of the Dying
• Connect with Tom Suvansri
• https://perennialpride.com/
• https://www.facebook.com/perennialpride/
• https://twitter.com/perennialpride
• https://www.youtube.com/channel/UC6N7YVoDx7BSRdiYRRb1BiA

In this episode, Tom is joined by Cash Flow Specialist, Bruce Wehner from e3wealth. Tom and Bruce discuss the importance of constantly growing and learning, thinking long-term for success (not instant gratification), taking responsibility/ownership for your actions, and entrepreneurship.

Highlights

• Guest Spotlight: Who Bruce Wehner is
• What the four processes are to communicate effectively
• Bruce's background and how he got started
• For Bruce, what is infinite banking and how can people benefit from it?
• Delayed gratification
• What you should be looking for in a financial institution
• Why is it a must to get life insurance?
• What motivated Bruce to find out how money works
• How slowing down can help you move forward
• How athletes and entertainers make the most money on average
• How to reach out to Bruce Episode Resources
• Connect with Tom Suvansri
• https://perennialpride.com/
• https://www.facebook.com/perennialpride/
• https://twitter.com/perennialpride
• https://www.youtube.com/channel/UC6N7YVoDx7BSRdiYRRb1BiA
• Connect with Bruce Wehner
• https://e3wealth.com/
• https://www.linkedin.com/in/bruce-wehner-5619b5a
• [email protected]

John Fortes, the founder of Supreme Equity Fund, joins the podcast as they talk about different ways to be successful in real estate investments. They talk about the different types of loan opportunities and how John was able to leverage his Whole Life Insurance policy, the Infinite Banking Concept, to expand his business. Tom and John believe investing in real estate is the more reliable way to start earning passive income. Listen now to learn more about the benefits of passive income and how to get started today.

Highlights

• Who is John Fortes
• How John got into real estate
• What Supreme Equity is
• The key things to know before getting started in investing in real estate
• How he used his 401k to invest in real estate
• What investing in something that John offers looks like
• How they apply tax breaks to their business
• What's the best way to reach out to John Episode Resources
• Connect with Tom Suvansri
• https://perennialpride.com/
• https://www.facebook.com/perennialpride/
• https://twitter.com/perennialpride
• https://www.youtube.com/channel/UC6N7YVoDx7BSRdiYRRb1BiA
• Connect with John Fortes
• https://johnfortes.com/
• https://supremeequity.fund/
• [email protected]