Episode Details

After losing everything in the 2008 crash, Allen Lomax rebuilt his life by rethinking wealth, taxes, and trust—and created The Great Tax Escape.

In this episode of RealDealChat, Allen Lomax shares a deeply personal story of loss, reinvention, and clarity after the 2008 financial crash wiped out everything he had built.

We explore why high-income professionals often feel trapped despite success, how taxes quietly erode wealth, and why working harder inside a broken system rarely leads to freedom. Allen breaks down his six-phase framework for becoming a capital allocator—covering trusted networks, due diligence, infrastructure, tax strategy, and disciplined oversight.

This is a powerful conversation about trust over control, systems over hustle, and why wealth is ultimately about freedom, choice, and purpose—not just numbers.

🌐 Learn More:

👉 https://thegreattaxescape.org

🎙️ Allen’s Podcast: Dreams to Impact

Call to Action:

If this episode made you rethink wealth and taxes, share it with one investor or professional who needs to hear it—and learn more at https://realdealcrew.com

Timestamps:

1. 00:00 – When success still doesn’t feel like freedom
2. 01:40 – Losing everything in the 2008 crash
3. 04:30 – Fear, shame, and starting over
4. 05:45 – The lesson from a horse named Doc
5. 07:30 – Why wealth responds to trust, not control
6. 10:30 – Becoming a capital allocator
7. 12:00 – The six-phase system explained
8. 16:30 – Taxes as the invisible wealth killer
9. 18:45 – It’s never too late to rebuild
10. 22:00 – Building trust through track records
11. 26:00 – Technology, CRMs, and AI in investing
12. 29:30 – Wealth, meaning, and purpose
13. 31:30 – Rapid fire: leverage, mindset, books
14. 33:30 – Slowing down as the ultimate time saver

tax strategy for investors, Allen Lomax, capital allocator, high income professionals, real estate tax planning, alternative investing, passive investing mindset, escaping the IRS, wealth systems, real estate syndication education, financial freedom podcast, RealDealChat podcast, investor mindset, tax efficient investing

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