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Saving 40% of Your Wealth and Other Tax Strategies
Welcome to the Freedom Point Real Estate podcast! Today, Jeremy Dyer questions Stephanie Walter about why people should avoid overfunding their 401k, how real estate investors can set up tax-free retirement cash-flow, and some common misconceptions amongst investors about utilizing a whole-term life insurance policy.
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Stephanie Walter is a wealth strategist, speaker, syndicator and the CEO of ERBE Wealth. She "retired" and sold her insurance business of 16 years in 2021 by following the key principles she teaches busy professionals to use…
The skinny
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