Saving 40% of Your Wealth and Other Tax Strategies episode artwork

EPISODE · Aug 13, 2024 · 23 MIN

Saving 40% of Your Wealth and Other Tax Strategies

from The On The Rise Podcast · host Jeremy Dyer

Welcome to the Freedom Point Real Estate podcast! Today, Jeremy Dyer questions Stephanie Walter about why people should avoid overfunding their 401k, how real estate investors can set up tax-free retirement cash-flow, and some common misconceptions amongst investors about utilizing a whole-term life insurance policy. Want to learn more? Visit www.startingpointcapital.com Stephanie Walter is a wealth strategist, speaker, syndicator and the CEO of ERBE Wealth. She "retired" and sold her insurance business of 16 years in 2021 by following the key principles she teaches busy professionals to use. She teaches hard working professional people to "unlearn" what most of us have been wired to think about money and she re-educates people to learn the secrets of the wealthy investor that can be life transforming. Over years of working with her investors, Stephanie discovered that the very wealthy view and use money differently than the rest of us; they actively have their money working for them — sometimes in several places at the same time! In addition, they use leverage to accelerate their wealth and give them tax free income upon retirement. Stephanie realized these strategies are not well known to the average investor. Her passion is teaching the overworked but well-paid individual looking for a better life, these concepts on attaining lasting wealth. Stephanie's belief is that her strategy for achieving wealth is available to everyone who is willing change their mindset. If you are ready to seek the truth and take control of your financial future get in touch with Stephanie today. CONNECT WITH STEPHANIE WALTER! LinkedIn: https://www.linkedin.com/in/stephanie-walter-057594196/ Website: https://erbewealth.com/ Facebook: https://www.facebook.com/erbewealth CONNECT WITH JEREMY DYER! Website: https://startingpointcapital.com/ Instagram: https://www.instagram.com/startingpointcapital/ LinkedIn: https://www.linkedin.com/in/jeremydyer Facebook: https://www.facebook.com/startingpointcapital Book a Call! https://calendly.com/startingpointcapital/discuss-investing-with-jeremy-dyer?month=2023-12

Episode metadata supplied by the publisher feed · Published Aug 13, 2024

Embed this episode

Ready to play

Saving 40% of Your Wealth and Other Tax Strategies

0:00 23:28

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The On The Rise Podcast?

This episode is 23 minutes long.

When was this The On The Rise Podcast episode published?

This episode was published on August 13, 2024.

Can I download this The On The Rise Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!