In this episode, co-hosts Bob Fraser and Ben Fraser are joined by tax planning expert Steve Moskowitz, founding partner of Moskowitz LLP, covering the basics of tax planning, including what it is, why you need it, and how to get started. Steve provides valuable insights and practical advice to help…
"Here's what I tell people: take a fraction of the energy that you put into developing your career and putting it into managing your money." Bob Fraser https://www.thebillionairepodcast.com/82
"What are your goals? What are you trying to do? Are you trying to maximize tax savings? Are you trying to maximize cashflow? Are you trying to maximize growth?" Ben Fraser https://www.thebillionairepodcast.com/82
"I didn't leave because of the passive income, I left in the hope that I can share with others what I was learning." Joey Mure https://www.thebillionairepodcast.com/82
"The real objective is not more income, it is not more assets, it was cashflow that I didn't have to work for. I needed passive income that will allow me to then dictate my calendar and my time would look like.?" Joey Mure https://www.thebillionairepodcast.com/82
"Our goal is to demystify alternatives in the sense that if you'd asked me 15 years ago what people invest in, and this was when I was in the mortgage business, I would've been like people can buy real estate. That's about all I knew, right? That was either the…
"We actually created "The Investor DNA" that really mimics the DISC profile. Those type of things are God-given traits that mold the way you look at the world and they should mold the way you look at certain investments." Joey Mure https://www.thebillionairepodcast.com/82
In this episode, co-hosts Bob Fraser and Ben Fraser sit down with Joey Mure, partner and co-founder of Wealth Without Wall Street, to discuss investing strategies beyond Wall Street. Joey shares his insights on how investors can break away from the traditional investments offered by Wall Street and explore alternative…
"When we think of a core holding, you want something that's low volatility. You shouldn't trust a large part of your portfolio to something that isn't highly diversified, diligenced." Tory Reiss https://www.thebillionairepodcast.com/81
"I think there's lessons in this for any private market investor, whether you're doing, liquids like we are, or you're thinking about other parts of your portfolio. One of them is: "diversification's the only free lunch". And that's Markowitz. And then there's another one which is around: "asset allocation is…
"This is the most counterintuitive point that I would want to leave people with: your instinct might be to chase higher returns, but you should be aware that the higher returning the investment, the greater the difference between the top and bottom performing managers." Tory Reiss https://www.thebillionairepodcast.com/81
"Tory Reiss from Equi has some great data to share about liquid alts or hedge funds." Ben Fraser https://www.thebillionairepodcast.com/81
In this episode, Tory Reiss, the CEO and co-founder of Equi, joins co-hosts Bob Fraser and Ben Fraser to discuss how their proprietary technology is selecting the best hedge funds to invest in. And how they’re building an investment platform to make hedge fund investing more accessible to retail investors.…
"Would you rather host 15 families to stay for 15 different weekends or would you rather host one company who take over it for 3-4 months and the net profit is about the same?" Dr. Chau Ong https://www.thebillionairepodcast.com/80
"The old model is very broken: trading one hour of our lives for dollars. So what's the worst trade in life? Trading your time for your money." Dr. Chau Ong https://www.thebillionairepodcast.com/80
"Does AirBnb own any homes? No. Does Uber own any cars? No. And they are the biggest companies out there. So why do we need to own anything? We want to just control everything. We don't have to own them." Dr. Chau Ong https://www.thebillionairepodcast.com/80
"Today we have Dr. Chau Ong talking about corporate housing and leveraging real estate you don't own." Ben Fraser https://www.thebillionairepodcast.com/80
In this episode, we talk with Dr. Chau Ong, a 7-figure Airbnb Freedom Coach and expert in short-term rentals. Dr. Ong shares insights and strategies for achieving financial freedom through short-term rentals, specifically the corporate housing sector. Most investors assume short-term rentals are only for vacation rentals, but Dr. Ong…
"You can go put $500K that you're gonna give away anyway, that becomes an immediate tax deduction of $500K that you can convert $500K out of your IRA that year and it costs you no tax." Craig Wear Listen to the full episode at https://thebillionairepodcast.com/79
“Convert now. Convert as fast as you can and as much as you can. Where do you think tax rates are gonna be 10 years from now or 15 years from now? Are they gonna be lower than today or higher?” Craig Wear https://thebillionairepodcast.com/79
“Tax rates today are at 50 year lows. So the only way to accomplish that is you have to take control over when you pay the taxes.” Craig Wear. Find out more at https://thebillionairepodcast.com/79
"Craig Wear has saved over $850,000,000 in taxes for his clients!" Ben Fraser Listen on your way to work in the morning at https://www.thebillionairepodcast.com/
In this episode, Jim Maffuccio and Ben Fraser are joined by guest Craig Wear, a Certified Financial Planner™ with 32+ years of experience and the author of two Amazon #1 Best Selling books, Paying the Piper, and Roth Conversion Secrets, to discuss maximizing retirement savings and avoiding hidden tax traps…
"You've gotta understand the trends. You gotta see where things are going. It is such valuable data as investors." Download Shifra Ansonoff's global alts data at https://www.thebillionairepodcast.com/78