Something strange happens when your income starts climbing: the sales pitches show up. Suddenly you're apparently qualified to own oil wells, apartment syndications, captive insurance companies, and an indexed universal life policy your buddy's cousin swears by. I want to help you separate good planning from good marketing, because complicated doesn't mean better.

Key moments:

(02:20) Questions to ask before joining a real estate syndication

(05:53) Cost segregation studies and buying real estate for the tax losses

(09:09) Whole life insurance, infinite banking, and who these products are actually for

(15:58) How depreciation recapture can claw back your short-term rental tax savings

(22:45) Avoid sketchy student loan advice

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SLP Wealth, LLC is a registered investment adviser registered with the United States Securities and Exchange Commission. Subscription does not imply any level of skill or training. This content is intended for general information, educational, or entertainment purposes only and should not be construed as investment advice.

SLP Wealth, LLC is a registered investment adviser registered with the United States Securities and Exchange Commission. Subscription does not imply any level of skill or training. This content is intended for general information, educational, or entertainment purposes only and should not be construed as investment advice.