Episode Details
Back to EpisodesEp279 Adam Doran on How to Build a Tax-Free Wealth Strategy
Description
How can you create a tax-free wealth strategy?
With control, clarity, and confidence. If we don't understand where we want to go, it's very difficult to take any action at all or to feel confident about taking action. The place to begin is with education.
Adam Doran, an Investment Adviser Representative, joins me today to bring clarity and answer some very important questions on how to build a tax-free wealth strategy. From his own educational process to how to vet someone and know if they are the expert you need.
To find out more about Adam or to connect with him, you can find him on Linked-in or go to the website at https://prevailiws.com/
To find out more about partnering or investing in a multifamily deal schedule a call here https://calendly.com/threekeysinvestments/get-acquainted-call
Download a free e-book on Why Invest in Multifamily at ThreeKeysInvestments.com
Please RSS: Review, Subscribe, Share!
Support the show (and my reading addiction)!
https://www.buymeacoffee.com/AskMeHowIKnow
I’m speaking at Deal Maker Live - one of the biggest multifamily conferences of the year! Join me and a roster of other industry experts. Save 10% on the ticket price with code jholly22 here -- dealmakerliveevent.com See you there!
Explore Identity-Level Recalibration
→ Schedule a conversation with Julie to see if The Recalibration is a fit for you
→ Learn about The Recalibration Cohort
→ Join the next Friday Recalibration Live experience
→ Take your listening deeper! Subscribe to The Weekly Recalibration Companion to receive reflections and extensions to each week's podcast episodes.
→ Follow Julie Holly on LinkedIn for more recalibration insights
→ Download the Misalignment Audit
→ Subscribe to the weekly newsletter
→ Books to read (Tidy categories on Amazon- I've read/listened to each recommended title.)
...