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Legends Don’t Retire and Neither Should You - Part 1 with Kyle Gabhart

Legends Don’t Retire and Neither Should You - Part 1 with Kyle Gabhart

Season 1 Episode 18 Published 3 years, 1 month ago
Description

Financial freedom - is this just the imaginary pot of gold under a rainbow? 

Are you afraid of having to work hard all your life and never getting a break to enjoy what you’ve earned? What’s the secret to using the tax code as a legal means to keep your financial gains, so that you can keep building your financial freedom from now? Or have you had a windfall and are afraid of losing a lot of it to taxes?

In this podcast, we talk with Kyle Gabhart of Bluegrass Legacy Group, and author of Legends Don’t Retire, and Neither Should You, to get insights into how to manage your wealth to achieve your retirement dream, and create a work-optional lifestyle by gaining real financial freedom.

In this episode, we discuss

  • How we’re wired to be contributive and not passive

  • How retirement is not just golfing for the rest of your life

  • How to view a work-optional lifestyle as an outcome of financial management

  • The importance of having an advisory team to help you achieve your goals

  • How to start building financial independence if you’re new to it

  • How to take control of your money rather than it control you

  • The importance of having a vision-driven view of your finances through budgeting

  • How the services of a CPA and financial advisor work together to achieve financial goals

  • How property-related revenue can partner with charitable giving to both build money as well as save taxes

  • Leveraging donor-advised funds or Roth conversions, along with harvesting tax losses, to offset capital gains

  • How to access and use large amounts of invested and saved capital with minimal loss by using the hidden money in the tax code

To Learn More

You can connect with Kyle at his website Bluegrass Legacy Group – Turning Lives into Legacies and find out just how you can achieve that work-optional lifestyle to pursue your passion and leave a legacy.

To access the bonus tax content mentioned in the episode, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: https://www.pinecocpas.com/consultation


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