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148. Discounted Roth Conversions feat. Keith Blackborg

148. Discounted Roth Conversions feat. Keith Blackborg

Keith Blackborg CPA shares his journey to becoming work optional by 30. Discover exclusive insights into viewing your wealth as a business, explore five powerful strategies used by billionaires, and learn about a discounted rollover conversion for IRA and 401k investors.

 

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Keith BlackborgProfile Photo

Keith Blackborg

Financial Consultant / CPA / Investor / Tax Strategist

Keith Blackborg, CPA, reached financial freedom within 10 years due to success as an investor and tax strategist. Keith and his wife Jessica have experience with domestic and international investments, including residential and commercial real estate, lending, startups, and paper assets. Keith served as the director of acquisitions for a hedge fund that transacted the largest private sale of homes in US history.

He used to own a CPA firm focused on high-net-worth real estate investors, including high-volume single-family investors and apartment syndicators. As a tax strategist, he showed clients how to legally save ~5-10% of their income in taxes each year. Keith and Jessica became millionaires before they were age thirty. Between 2016 and 2017, Keith and Jessica sold the CPA firm and most of their active investments. They transitioned to a board-level role in their wealth business overseeing high ROI passive investments. Keith and Jessica were able to retire comfortably through financial freedom in less than a decade of working.

Out of the desire to help more, Financial Journey was born. It is the manifestation of Keith’s and Jessica’s passion to help others enjoy freedom. Financial Journey connects clients to wealth by providing the framework, strategy, deals, and community to support and accelerate their journey to “work optional”.