The Long Game

In this episode with Abby Davisson, we talk through:

- her book and what the 5 C's are when going through a big decision

- a few life situations she has had and how she went through the decision

- how to make sure you make decisions based on what is most important

- how financial planners help do that

In this episode with Tyler Harris we talk:

- What C Corps are and how they work

- Why a business would and would not want to be a C Corp

- What QSBS is and the tax savings it can create

- How to stack QSBS

- What QSBS packing is to maximize the tax free potential

In this episode, we walk through:

- all the mortgage options you have and what we prefer and each did

- the ongoing costs of owning a home

- what to change in your financial plan after buying

In this episode we walk through the upfront costs of owning home like:

- down payment

- earnest money

- property taxes

- insurances

- furniture

- etc

So you can best be prepared when you buy.

In this episode we go through Jacobs real life example of:

- what he bought for

- what he sold for

- costs that went into it to maintain the home

- taxes and fees

- The real return he got over 7 years

Rent vs buy is a constant debate.

Both Jacob and I are homeowners yet we can be realistic and look at the numbers.

In this episode we chat about:

- when renting can be better

- when owning is better

- the numbers behind mortgages

- and much more!

In this episode, Jacob and I talk about:

- how important it is to carve out different forms of investing as a business owners

- how investing is different as a business owner

- how to think through concentration

- how concentration alters the way you invest externally

In this episode with Ankur Nagpal we talk:

- about him scaling his first business to over $25mil in revenue

- tax planning moves he made to get $3mil capital gains tax free

- other tax planning moves to consider

- the power of solo 401(k)s

In this episode with Thomas and Jacob go through 10 of the biggest mistakes they see business owners make.

Some of the one's covered are:

Real estate syndications are really popular today. But not all of them are created equal.

Aleksey helps us understand:

- what they are

- how they work

- mistakes people make when investing in them