EPISODE · Oct 29, 2024 · 18 MIN
The Truth About Capital Gains AND How to Avoid Them Legally
from Growthink Podcast · host Hosted by - Tim Martinez
Join us on this insightful episode as we sit down with Geoff Sokol, Wealth Management expert, to discuss how business owners and investors can legally minimize capital gains taxes. Whether you're preparing to sell a business or real estate, this episode is packed with actionable tips to help you avoid unnecessary tax burdens. Don’t let the tax trap catch you off guard—tune in now! #capitalgains #taxstrategies #wealthbuilding --- Contact: [email protected] | (310) 947 4353 [email protected] www.Growthink.com www.GTRIA.com 0:00 - intro 1:27 - How the Ultra High Net Worth operate 2:18 - practical examples 7:21 - emotional connection to money 8:11 - the importance of financial planning 9:19 - work with smart people 9:40 - Roth's, SEP IRAs, Solo 401k's, Roth conversions, HSA's, Insurance plans 12:30 - long term succession planning 14:49 - recap 15:29 - Peter Thiel example 17:00 - work with Growthink
What this episode covers
Join us on this insightful episode as we sit down with Geoff Sokol, Wealth Management expert, to discuss how business owners and investors can legally minimize capital gains taxes. Whether you're preparing to sell a business or real estate, this episode is packed with actionable tips to help you avoid unnecessary tax burdens. Don’t let the tax trap catch you off guard—tune in now! #capitalgains #taxstrategies #wealthbuilding --- Contact: [email protected] | (310) 947 4353 [email protected] www.Growthink.com www.GTRIA.com 0:00 - intro 1:27 - How the Ultra High Net Worth operate 2:18 - practical examples 7:21 - emotional connection to money 8:11 - the importance of financial planning 9:19 - work with smart people 9:40 - Roth's, SEP IRAs, Solo 401k's, Roth conversions, HSA's, Insurance plans 12:30 - long term succession planning 14:49 - recap 15:29 - Peter Thiel example 17:00 - work with Growthink
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The Truth About Capital Gains AND How to Avoid Them Legally
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