• How to Win with a Battle-tested Wealth Manager

  • Feb 1 2024
  • Length: 1 hr and 21 mins
  • Podcast
How to Win with a Battle-tested Wealth Manager cover art

How to Win with a Battle-tested Wealth Manager

  • Summary

  • Episode #200


    And before you know it, we are already on our 200th episode! In the unpredictable world of finance, navigating volatile markets and achieving your financial goals can feel like sailing through a hurricane.Just like a seasoned captain requires weathered experience to steer a ship through rough seas, a battle-tested wealth manager like Tim Dyer, guest for our 200th episode, can be your invaluable asset in securing your financial future.But what exactly makes a wealth manager “battle-tested”? Find out more in this episode!Make sure you watch it from start to finish, and if you have any questions, connect with us on Instagram: @kennybsimpson @krystlersimpson ----- SPONSORS: * Prime Corporate Services: Whether you’re new to owning a business or owning property or are an experienced business owner, Prime Corporate Services will help you and make the process much easier. So, if you book a call, the first thing they are going to do for you is help you understand what your business structure should look like, your corporate structure, tax planning, estate planning, and all of that. Maybe you’re saying, I’m brand new to starting a business, and all of this sounds foreign and complicated. Remember, this company helps new people just get started every day. They will help you form your best entity and walk you through the process. Visit https://primepartner.info/gitcg to schedule a free call! * Cost Segregation Services: We have been working with Tim Looney at CSSI for a few years now, and he has saved our clients and our hundreds of thousands, if not millions of dollars, in taxes doing Cost Segregation Studies. Let me give you a few examples. We bought a property in 2019. If we had just used straight-line depreciation, we would have saved about $18,750. Because we did a cost seg, we saved $258,000 – that’s $239,350 more than standard straight-line depreciation in the first year! Call Tim Looney at (318) 469-9861 to schedule a complimentary property analysis, and tell him Krystle and Kenny sent you! #realestate #podcast #realestateinvesting #housingmarket #inventory #sandiego #networking #raisingmoney #sandiegorealestate #realestateinvestor #success #commissionlawsuit #successmindset #mortgageofficers #loanofficers #socialmedia #socialmediamarketing #socialmediastars #realestate #realestateinvesting #investing #investingtips #investing101 #investingforbeginners #realestateagent #realestatetips #realestateinvestor #realestatelife#investor #realestatepodcast #podcast #podcasts #kennysimpson #wealthbuilding #wealthmanager #wealth #timdyer #wealthcreation #wealthmanagement

    --- Support this podcast: https://podcasters.spotify.com/pod/show/getinthecashflowgame/support
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