2.7K
Downloads
62
Episodes
Welcome to the StoryFinance podcast, where we’ll help you gain financial literacy by breaking down finance concepts and strategies through stories, not theory or accounting rules. Tune in and learn from experts who’ve been in your shoes. Numbers can be tricky. This podcast will help.
Episodes
Wednesday Sep 13, 2023
Wednesday Sep 13, 2023
Hello everyone and welcome back to the Farming for Passive Income show where we strive to educate the agricultural community on how to create alternative income streams and diversification through commercial real estate private equity.
Stephanie Walter is the CEO of Erbe Wealth, a capital raiser, a syndicator, and the author of her new book "Shattering Money Myths: How the Wealthy Invest". She recently retired and sold her insurance agency of 16 years by following the key principles in her book. She teaches professionals how to unlearn what most of us have been wired to think about money and re-educating people on attaining lasting wealth.
2:15 How did she start her book?
4:00 How do the rich and wealthy view money?
8:00 How do the wealthy strategically manage their finances to minimize taxes?
09:50 Premium Financing Insurance
12:00 What are high and low taxes?
17:00 Mutual Fund Vs. Real Estate
19:20 Tiger 21
20:00 “People that are wealthy are very risk-averse."
22: 25 Tiger 21’s Value Proposition
33:15 Her Approach with Erbe Wealth
37:45 Takeaway from Stephanie
Connect with Stephanie:
Website: www.erbewealth.com (Download her book)
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.