Never Been Promoted Podcast with Thomas Helfrich

Sally Gimon shares her journey from working as a Medicare broker to becoming a real estate investor and entrepreneur focused on helping business owners save on taxes through spendthrift trusts. Known for her innovative approach to tax savings, Sally offers valuable insights into leveraging trusts to protect assets and reduce tax liabilities.

About Sally Gimon:

Sally Gimon is the founder of The Trust Is You, a company dedicated to helping U.S. business owners and 1099 income earners save significantly on their federal and state taxes through the use of spendthrift trusts. With a background in insurance and real estate investing, Sally has developed a unique expertise in tax strategies that benefit small business owners. Her mission is to educate and empower individuals to take control of their financial futures.


In this episode, Thomas and Sally discuss:

• The Journey to The Trust Is You: Sally shares her background, from working as a Medicare broker to transitioning into real estate investing. She explains how her experiences led her to discover the benefits of spendthrift trusts and the creation of her company, The Trust Is You.
• Challenges in the Tax System: Sally discusses the challenges faced by small business owners in navigating the complex tax system and the importance of finding legal ways to reduce tax liabilities. She emphasizes the need for affordable and effective tax solutions.
• The Power of Spendthrift Trusts: Sally explains how spendthrift trusts can help business owners save up to 90% on federal taxes and, in many states, eliminate state income taxes. She provides examples of clients who have benefited from this strategy.

Key Takeaways:

• Significant Tax Savings 

Spendthrift trusts can provide substantial tax savings for business owners and 1099 income earners, allowing them to reinvest in their businesses or achieve financial goals.

• Legal and Effective Strategies

Understanding and utilizing legal tax strategies is crucial for maximizing financial benefits and protecting assets from potential liabilities.

• Empowering Small Business Owners

Sally’s mission is to make advanced tax strategies accessible to regular business owners, helping them achieve financial freedom and security.

"The way to happiness is really to live your life the way that you want to and not really care about how other people are gonna feel about it." — Sally Gimon


CONNECT WITH SAM PHERWANI:

Website: https://thetrustisyou.com/
LinkedIn: https://www.linkedin.com/in/sally-gimon-46142928a/
Tiktok: @sally.gimon | @SpendThriftTrust
Free Class: Save Taxes Legally on The Great Discovery

CONNECT WITH THOMAS:

X (Twitter): https://twitter.com/thelfrich | https://twitter.com/nevbeenpromoted Facebook: https://www.facebook.com/hovienko | https://www.facebook.com/neverbeenpromoted
Website: https://www.neverbeenpromoted.com/
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