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BE A PLANNER™

TAX OPTIMIZED REAL ESTATE INVESTING FOR EARLY RETIREMENT

  • THE SHOW
  • THE MATH
  • ABOUT
  • FORMS
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THE BE A PLANNER SHOW

Visit THE BE A PLANNER SHOW to learn more about the radio markets, show times, and the show agenda.

EPISODE 20240707HOU[Original Broadcast]

EPISODE 20240707HOU
[Original Broadcast]

Tags: kkr bets $2.1 billion on class a multi-family, medicare adds 11200 "boomers" per day through 2027, small apartments

EPISODE 20240705HOU[Replay of March 24, 2024]

EPISODE 20240705HOU
[Replay of March 24, 2024]

Tags: housing markets most at risk for a price correction, multi-family developers and austin's job growth, multi-family permits rise and fall, why choose "passive" multi-family investing

EPISODE 20240704HOU[Replay of March 3, 2024]

EPISODE 20240704HOU
[Replay of March 3, 2024]

Tags: commercial bridge debt, northern virginia multi-family, roth conversion

EPISODE 20240630HOU[Original Broadcast]

EPISODE 20240630HOU
[Original Broadcast]

Tags: multi-family development, roth conversion

EPISODE 20240628HOU[Replay of May 26, 2024]

EPISODE 20240628HOU
[Replay of May 26, 2024]

Tags: roth conversions, self-directed 401 trust

EPISODE 20240627HOU[Replay of May 19, 2024]

EPISODE 20240627HOU
[Replay of May 19, 2024]

Tags: "kill" the 401k to "save" ssa?, april inflation still higher than expectations, ft worth office fire-sale, roth conversions

EPISODE 20240623HOU[Original Broadcast]

EPISODE 20240623HOU
[Original Broadcast]

Tags: cbo alarming june 2024 update, fascinating facts, jamie dimon and the us's most predictable crisis

EPISODE 20240621HOU[Original Broadcast]

EPISODE 20240621HOU
[Original Broadcast]

Tags: part time living abroad, roth conversions, roth iras for kids, social security tax

EPISODE 20240620HOU[Replay of July 2, 2024]

EPISODE 20240620HOU
[Replay of July 2, 2024]

Tags: build-to-rent, multifamily refinance, recourse vs non-recourse

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Let’s get started on your early retirement.

"But getting by don't mean your living..."
Neil Diamond | "Nothing But a Heartache" (at 1:09)


The illustration shown below is for educational purposes only, and should not be relied on for tax, legal or accounting advice. Consult your own tax, legal and accounting advisors before engaging in any transaction.

Example 1: $350,000 401K, 20% IRR, 5 Yr Compound





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