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BE A PLANNER™

TAX OPTIMIZED REAL ESTATE INVESTING FOR EARLY RETIREMENT

  • THE SHOW
  • THE MATH
  • ABOUT
  • FORMS
  • CALL

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 20240526HOU[Original Broadcast]

EPISODE 20240526HOU
[Original Broadcast]

Tags: roth conversions, self-directed 401 trust

EPISODE 20240524HOU[Original Broadcast]

EPISODE 20240524HOU
[Original Broadcast]

EPISODE 20240523HOU[Original Broadcast]

EPISODE 20240523HOU
[Original Broadcast]

EPISODE 20240519HOU[Original Broadcast]

EPISODE 20240519HOU
[Original Broadcast]

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

EPISODE 20240516HOU[Replay of Mar 24, 2024]

EPISODE 20240516HOU
[Replay of Mar 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 20240512HOU[Original Broadcast]

EPISODE 20240512HOU
[Original Broadcast]

Tags: mfr demand stronger than expected, mfr retread?, persistent inflation and fed rate cut delays

EPISODE 20240510HOU[Replay of Apr 19, 2024]

EPISODE 20240510HOU
[Replay of Apr 19, 2024]

Tags: backdoor roth, imf sounds alarm, interest rates will be higher for longer, us debt detox

EPISODE 20240509HOU[Original Broadcast]

EPISODE 20240509HOU
[Original Broadcast]

Tags: a clueless mentors?, mfr pre-foreclosure double-down

EPISODE 20240505HOU[Original Broadcast]

EPISODE 20240505HOU
[Original Broadcast]

Tags: getting started with real estate private partnership investing, multi-family rental growth rates, sfr institutional investors

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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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