The WealthAbility Show with Tom Wheelwright, CPA

著者： The Rich Dad Media Network
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  • Permanently reduce your taxes. Build massive wealth. Achieve your financial dream. And do it all faster than you EVER thought possible. Join Tom Wheelwright , CPA and learn the revolutionary wealth and tax strategies that are changing the lives of entrepreneurs and investors around the world.
    Copyright The Rich Dad Media Network
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  • Career Switching

    Career Switching
    2024/09/20
    Join Tom Wheelwright as he discusses the evolution of a business and when to recognize it is time to exit with entrepreneur and investor, Greg Jaggers.

    Greg Jaggers is co-owner of J&H Livestock located in the Shadows of the Wind River Range, which served as an essential corridor for the Lander Trail which is a spur to the Oregon Trail. His ranch lies along over 6 miles of the New Fork River.

    In this episode, discover how two entrepreneurs successfully launched, built, and continue to expand multiple businesses.

    Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/


    00:00 – Intro.
    05:13 – The Beginning: "When things were tight, expand."
    10:00 – The Challenge: Impact of covid, interest rates, etc.
    15:12 – The Revelation: Catalyst for change.
    20:00 – What's Next: "Speed dating" with investor bankers.
    25:20 – Balance: Juggling growth in multiple businesses.
    29:15 – Advice for entrepreneurs on selling & expansion.
    33:00 – Private Equity Math: What buyers are looking for.



    Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/


    **********************************
    PODCAST: WealthAbility®
    **********************************
    Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show
    YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f


    **********************************
    Resources
    **********************************
    Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.com
    Visit WealthAbility® https://wealthability.com/
    Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/
    Schedule A Call With My Team https://wealthability.com/schedulecall/


    ***********************************
    Social Media
    ***********************************
    Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/
    Facebook (WealthAbility®) https://www.facebook.com/4wealthability/
    Twitter (WealthAbility®) https://twitter.com/WealthAbility
    Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/
    Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA


    Looking for more on Greg Jaggers?

    Website: https://jandhlivestock.com/
    Facebook: www.facebook.com/people/JH-Livestock/100091607241726/
    Email: greg@jandhlivestock.com


    DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.
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    41 分
  • State of Multi-Family Real Estate

    State of Multi-Family Real Estate
    2024/09/18
    Join Tom Wheelwright as he discusses where to put your money in the current real estate market with expert and multi-family real estate investor, Brad Sumrok.

    Since 2005, Brad has personally helped his students purchase over $6 Billion in apartment complexes, involving thousands of investors who have taken his training. Many of Brad’s students began with zero previous investing experience and, within a few short years, hundreds of his mentoring students have retired and/or increased their net worth by over $1 MILLION. Even more are earning double-digit average annualized returns.

    In this episode, discover the current opportunities and risks of multi-family real estate investing.

    Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/


    00:00 – Intro.
    05:00 – Syndications & an overview of the multi-family space.
    10:10 – Anticipating & adapting to market cycles.
    15:00 – When to make the capital call.
    20:00 – How to project growth in a deal.
    24:18 – Boom Market vs. Consistent Market
    30:51 – How has WFH changed the market?
    35:22 – Projections & The Election.
    40:00 – Where are we at 2024 compared to 2008 / 2010?
    42:45 – Education. Education. Education.




    Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/


    **********************************
    PODCAST: WealthAbility®
    **********************************
    Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show
    YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f


    **********************************
    Resources
    **********************************
    Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.com
    Visit WealthAbility® https://wealthability.com/
    Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/
    Schedule A Call With My Team https://wealthability.com/schedulecall/


    ***********************************
    Social Media
    ***********************************
    Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/
    Facebook (WealthAbility®) https://www.facebook.com/4wealthability/
    Twitter (WealthAbility®) https://twitter.com/WealthAbility
    Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/
    Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA


    Looking for more on Brad Sumrok?

    Website: https://bradsumrok.com/
    Instagram: https://www.instagram.com/bradsumrok/
    Facebook: https://www.facebook.com/brad.sumrok/
    X / Twitter: @BradSumrok
    LinkedIn: https://www.linkedin.com/in/brad-sumrok-30402218



    DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.
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    49 分
  • A Discussion with Tax Experts on Loper Bright Enterprises v Raimondo

    A Discussion with Tax Experts on Loper Bright Enterprises v Raimondo
    2024/09/05
    Join Tom Wheelwright as he discusses how much control the government has yielded over the average business owner with guest, tax expert, and attorney, Joe Bishop-Henchman.

    Joe Bishop-Henchman is vice president of tax policy and litigation at the National Taxpayers Union Foundation and an adjunct scholar at the Cato Institute. He has worked with elected officials and stakeholders to achieve major state-level tax changes, advised on the interplay between federal and state policy changes, and authored over 100 studies on tax policy and tax law. Bishop-Henchman is a class plaintiff in a major lawsuit against the Internal Revenue Service seeking refund of $300 million of illegally collected fees, and his brief in South Dakota v. Wayfair was cited twice by the majority opinion.

    In this episode, discover how taxpayers and small businesses will be impacted by the recent changes from the Loper Bright Enterprises v Raimondo ruling.

    Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com
    続きを読む 一部表示
    35 分

あらすじ・解説

Permanently reduce your taxes. Build massive wealth. Achieve your financial dream. And do it all faster than you EVER thought possible. Join Tom Wheelwright , CPA and learn the revolutionary wealth and tax strategies that are changing the lives of entrepreneurs and investors around the world.
Copyright The Rich Dad Media Network
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