EPISODE · Jan 18, 2023 · 50 MIN
Portfolio Diversification Opportunities
from The Mark Haney Podcast · host The Mark Haney Podcast
Jeffrey Bangerter, President & Financial Coach Bangerter Financial Services, Inc., joins Mark to talk about real estate opportunities that allow accredited investors to diversify their portfolios in a tax beneficial way. They cover everything from 1031 exchanges, Delaware Statutory Trusts (DSTs) and Opportunity Zones to how the current state of the economy is affecting investment decisions. Tune in for a highly informative discussion with this seasoned financial advisor.https://bangerterfinancial.com/www.facebook.com/BangerterFinancialServices/twitter.com/bangerterfinwww.linkedin.com/company/bangerter-financial-services-inc/www.youtube.com/channel/UCQOhc18OMD-AepMaEQxbSRA________________________________________________________________If this episode inspires you to be part of the movement, and you believe, like me, that entrepreneurs are the answer to our future, message me so we can join forces to support building truly great companies in our region. -Subscribe to my channel here: https://www.youtube.com/channel/UCom_... - Mark Haney is a serial entrepreneur that has experience growing companies worth hundreds of millions of dollars. He is currently the CEO and founder of HaneyBiz - Instagram: http://instagram.com/themarkhaney Facebook: www.facebook.com/themarkhaney LinkedIn: https://www.linkedin.com/in/markehaney Website: http://haneybiz.com Audio Boom: https://audioboom.com/channels/5005273 Twitter: http://twitter.com/themarkhaney-This video includes personal knowledge, experiences, and opinions about Angel Investing by seasoned angel investors. This content is for informational purposes only and should not be construed as legal, tax, investment, or financial advice. Nothing in this video constitutes a solicitation, recommendation, or endorsement.#thebackyardadvantage #themarkhaneyshow #entrepreneur #PowerOfWith #SacramentoEntrepreneur #Sacramento #SacramentoSmallBusiness #SmallBusiness #GrowthFactory #Investor#Podcast #Haneyville #1031exchange #opportunityzones #dst #economy
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Portfolio Diversification Opportunities
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