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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 20240310HOU[Original Broadcast]

EPISODE 20240310HOU
[Original Broadcast]

Tags: biden corp tax increase, current jobs data, fincen for small business, roth conversion

EPISODE 20240308HOU[Original Broadcast]

EPISODE 20240308HOU
[Original Broadcast]

Tags: 3-br demand declines, cap rates may have peaked, texas developers hit brakes

EPISODE 20240303HOU[Original Broadcast]

EPISODE 20240303HOU
[Original Broadcast]

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

EPISODE 20240301HOU[Original Broadcast]

EPISODE 20240301HOU
[Original Broadcast]

Tags: current inflation data, fed's declining "shock" absorber, roth conversion

EPISODE 20240225HOU[Original Broadcast]

EPISODE 20240225HOU
[Original Broadcast]

Tags: importance of a will, mfr tightening performance, real estate mentor/investor platforms, real estate mentor/investor platforms -- necessity or a drain on your wealth creation, real estate mentor/investor platforms -- necessity or a drainon your wealth creation

EPISODE 20240223HOU[Original Broadcast]

EPISODE 20240223HOU
[Original Broadcast]

Tags: hawaii proposed climate tax, mortgage demand nosedives, nyc to lose investor real estate dollars, some taxpayers pay capital gains rate of 0%

EPISODE 20240218HOU[Original Broadcast]

EPISODE 20240218HOU
[Original Broadcast]

Tags: "graying" american home ownership, "hot" atlanta squatter crisis, cities & states disastrous budgets, top us multi-family rent growth rate markets

EPISODE 20240216HOU[Original Broadcast]

EPISODE 20240216HOU
[Original Broadcast]

Tags: cbo 10-year forecast, roth conversion, self-directed 401 trust

EPISODE 20240211HOU[Replay of Jan 14, 2024]

EPISODE 20240211HOU
[Replay of Jan 14, 2024]

Tags: only ssa to fund retirement, self-directed 401 trust, soft landing-maybe not says Jamie Dimon

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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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