A Tale of Two Retirement Strategies Wall Street vs. Main Street

Strategy 1 – Wall Street

Wall Street investors hope to buy low and sell high to generate a capital gain.  They believe investing in a well-diversified portfolio of stocks, bonds, and mutual funds will enable them to retire and live off their nest eggs.   Unfortunately, this Strategy is one of the main reasons most people have inadequate funds to ever stop working.   Their biggest fear is outliving their money.    

According to the Economic Policy Institute, most people approaching retirement have little or no retirement savings. 

In addition to gambling on Wall Street, other reasons they have insufficient money is due to the following factors:

  • They spend their life working for money vs. building/buying assets;
  • They confuse assets with liabilities. “Assets feed you and liabilities eat you”.
  • They use debt to buy liabilities vs. using it to buy assets. Money has been free for a decade due to the Federal Reserve Interest...
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Episode 43: Gena Lofton - Build Wealth Faster by Reducing Your Taxes To Well Under 20 Percent

show Apr 20, 2018

Earlier this week Tax Returns or Extensions were due in the United States. So, Gena dedicated this weeks episode to the various ways you can generate income and the different tax rates for each type of income.

She learned this from the book “Cash-Flow Quadrant” by Robert Kiyosaki which explains the four (4) different ways that income is produced and the corresponding tax rates for each side of the quadrant.

People on the left-side of the quadrant can pay the highest tax rates of (40%) or more, depending upon their income level. Those on the Left Side are Employees and/or Self-employed people. Most people start on the Left side of the quadrant. However, those on the Right side of the quadrant who are Business Owners and/or Investors can pay as little as 0% to 20% in taxes.

Which side would you rather earn your income, Left or Right?

Unfortunately, this is NOT taught in our school system as the school system cannot teach what it doesn’t know so it only teaches one...

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income tax Apr 17, 2018

Today, April 17th your Tax Returns are due or you should have filled an extension at a minimum.

Over a decade ago, I hired a team of the best Tax Advisors on the planet which resulted in my ability to reduce my taxes. 

The biggest lesson learned is anyone paying an excess of 20% in taxes is unpatriotic.

The tax code is just a book of incentives for the citizens to do what the government wants.   Essentially, they want the citizens to provide jobs and/or housing.  You can learn more about what they want in order to get the best incentives for yourself inside the complimentary masterclass.  

The best part about doing what the Government wants is that those tax savings can be used to buy assets in order to begin generating tax-efficient income.  Then you will be able to permanently reduce your taxes.  When executed with precision which you will learn in the masterclass you will...

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Episode 42: Hunter Thompson - Passive Real Estate Investing for Cash-Flow

show Apr 13, 2018

Hunter helps accredited investors invest in real estate primarily through mobile home parks and self-storage facilities. He aims to be diversified as much as possible. He saw opportunities in multiple markets, but they realized there was overlooked opportunities. He recalled watching bond markets back in 2010 and saw that global events were influencing his entire investment portfolio. This is what lead him to real estate investing.

He focuses on specific markets, that have cash-flow, and have good supply-demand equilibrium. His company invests in secondary markets that are often overlooked.

He uses a syndicated model which allows them to pool funds from multiple investors and work with a property manager as well as a sponsor/operator that works directly with the investors. As a passive investor with this arrangement your not dealing with the tenants in any way. This is similar to a privately owned REIT.

They use an operational agreement that outlines how things are managed, as...

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Episode 41: Tom Wheelwright - Making the New Tax Laws Work for You

show Apr 07, 2018

Today I interviewed Tom Wheelwright, he is the Founder and CEO of WealthAbility. Tom’s early career was focused on developing training courses teaching CPA’s Tax Law and began his career at Ernst & Whinney, known today as Ernst & Young. Thus, we are both alum, but at different times and different capacities.

Tom, then started his own firm and acquired an accounting firm. His company has grown significantly over the years. Last year Tom and his partner decided they wanted to help more people around the globe, therefore, they decided to build a network of accounting firms to focus on Entrepreneurs and Investors in which Provision is one of the firms in the network.


Tax laws are often not that different from country to country as they are a set of incentives for citizens to do what the government wants, such as provide jobs and/or housing. Wealthability is trying to change the accounting profession; they want to look at taxes as being a good thing and find...

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LIVE TRAINING SERIES - How to Double Your Income in One Year Without Working More Hours

live training Apr 02, 2018

Do you want to learn how to double your income in one year without working longer hours?

  • Do you know how much you are paying currently in taxes?
  • Do you know which type of income will enable you to pay less in Taxes?
  • Do you know you can work less and earn more money in one year?

If you’re now wondering about how to do these things, you won't want to miss this live training!

In this training you will: 

  1. Discover the four (4) types of Income;
  2. Discover the four (4) best methods for doubling your income in one year;
  3. Learn Strategies for accelerating your income beginning in Q2 2018?

The replay of this live training will be made available immediately following the live event via our Training Center.


This training will be streamed live on the Accredited2Accredited Facebook Page 
Click here to join us

The replay will be made available inside our Training Center.


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Episode 40: Michael Becker - Commercial Real Real Estate Investing

show Mar 30, 2018

Michael has a background in property management, banking, taxation and real estate. He worked at Wells Fargo overseeing lending for multi-family apartments deals before he realized that there was more money to be made as an owner. Going out on his own had a certain degree of uncertainty after coming from the corporate world. He started out with a couple of small single-family homes in 2010 which he renovated and became a landlord. Then he reconsidered what he was doing and realized he couldn’t scale so he transitioned to apartment deals.

He helped start SPI Advisory, a firm which invests in apartment complexes. They look for value-added multifamily real estate opportunities in Texas. They then work with passive investors to raise the capital via a syndication using a private placement. This way you can own a small percentage of a large apartment complex. The firm has done nearly $500m and has over 300 investors. They only work with accredited investors and have a minimum of...

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PRESS RELEASE - Solution for State and Local Income Taxes $10k Maximum Deduction

tax Mar 28, 2018

A Solution to the $10k Maximum Deduction for State and Local Income Taxes for Residents who reside in the High-Income Tax States such as California.  

(March 28th, 2018)
–  High-Income Earners who reside in the High Income Tax States, help is on the way.  We are offering you an alternative to permanently reduce your taxes by $100k or more within 1 Year. This is a solution to the $10k Maximum Deduction for State and Local Income Taxes as a result of Tax Reform.

This free training will show you how to Eliminate Your Tax liability by $100K or more in One Year Just by Implementing Three (3) easy steps.  We have proven that once you implement these three steps you will be protected from any adverse changes as a result of Tax Reform. 

One recent customer shared the following….“I had no idea that I could reduce my taxes by utilizing the tax code. In the past, my CPA’s had advised me just to make less money or buy a larger house. Now, I...

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Episode 39: Bill Trimble - Industry Veteran Explains Warrants for the Novice Investor

show Mar 27, 2018

Bill discusses his experience with warrants as he has been in the brokerage and security business for 35 years. He’s been involved with hundreds of warrants both in obtaining, issuing, exercising and seeing warrants expire worthlessly.

A warrant is a security that typically comes via a private placement. They are usually priced below the market price and have various conditions attached. He outlines the different factors that can affect warrants and how there are often sweeteners to entice investors. A warrant is an option to buy x amount of shares for a certain price within a certain time frame. A warrant typically gives you the right to buy an extra share or a half of a share.

Typically the holder of the warrant must know when the warrant expires. The date is clearly stated on the warrant and most are for two years. The best way of managing warrants is to deposit them with your full-service brokerage. If you have a lot of warrants you will want to keep track of them. He...

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Episode 38: Keith Weinhold - Get Rich With Real Estate Investing

show Mar 23, 2018

Keith talks about how we are the architect of our own lives and why you should figure out what life you want. His first ever purchase was a four-plex where he lived in one unit and rented out the others. He discusses how a mortgage for this is quite easy to obtain.

Being wealthy is a choice which he discovered from the Rich Dad Poor Dad series of books. You need to think differently. Poor people work for their money, and they have nothing left to invest. Middle-class people just look for ways to get their money to work for them, but that doesn’t build wealth. To truly get rich you need to get other people’s money to work for you.

When you provide sound housing to others, you are operating in a way that is ethical. You’re using the bank’s money for the loan, the tenant’s money for an income stream and you get various tax incentives from the government. You end up using other peoples money in three different ways. You can also get a 1031 exchange which...

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