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episode 324: Sally Gimon Shares Little Know But Proven Strategies On How To Maximize Wealth Through Minimizing Taxes (#324)
“Start investing in real estate as early as possible.” -Sally Gimon
This episode of the Deep Wealth Podcast features Sally Gimon, an insurance agent turned real estate investor and spendthrift trust expert. Sally shares her financial journey, detailing a critical turning point that led her to real estate investing and eventually to mastering wealth management and tax planning through spendthrift trusts.
02:11 A Focus on Tax Optimization
03:19 The Turning Point: Real Estate Success and Tax Challenges
07:47 The Mechanics of the Spendthrift Trust: Legal, Tax, and Business Benefits
18:10 Potential Downsides and the Importance of Maintenance
25:56 Deep Wealth Podcast Wrap-Up: The Power of Knowledge and Action
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SELECTED LINKS FOR THIS EPISODE
Save Federal Taxes With A Spendthrift Trust
Podcast: Stop Paying Capital Gains, NOW!
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Spendthrift Trust Save Money (@spendthrifttrust) | TikTok
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