Episode Details

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Our guest, Stephanie Walter, is a capital raiser, syndicator, and the CEO of Erbe Wealth.  She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use.  She teaches professionals to “unlearn” what most of us have been wired to think about money and re-educates us to learn the secrets of the wealthy investor that are life transforming.  Stephanie builds gateways between professionals and well vetted deals.

Main Points:

·        What the wealthy do differently in regards to money and their investments 

·        Reasons to not put your money in a 401K

·        What is a 1031 exchange and how can you use it to invest in these 

·        What is a real estate syndication syndicated opportunities? 

·        What is cost segregation?

·        Debunking money myths

·        Concept of accumulation vs utilization

 
Connect with Atticus:

·        www.askstephanienow.com  may have a webinar to promote

·        303-995-0928

·        skw@erbewealth.com