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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 20240119HOU[Original Broadcast]

EPISODE 20240119HOU
[Original Broadcast]

Tags: 2017 tcja provisions extension debate, estimated tax payments vs fit withholding, renting still less expensive than owning, taxes in retirement

EPISODE 20240114HOU[Original Broadcast]

EPISODE 20240114HOU
[Original Broadcast]

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

EPISODE 20240112HOU[Original Broadcast]

EPISODE 20240112HOU
[Original Broadcast]

Tags: class b mfr top performers, office vacancy rate sets record, self-directed 401 trust, top 10 mfr markets rental growth

EPISODE 20240107HOU[Original Broadcast]

EPISODE 20240107HOU
[Original Broadcast]

Tags: real estate private partnership syndications

EPISODE 20240105HOU[Original Broadcast]

EPISODE 20240105HOU
[Original Broadcast]

Tags: $34t deficit and rising, mortgage rates decline, retirement income requirement goes up, roth conversion

EPISODE 20231231HOU[Original Broadcast]

EPISODE 20231231HOU
[Original Broadcast]

Tags: 2023 events and trends, deficit math, roth conversions

EPISODE 20231229HOU[Original Broadcast]

EPISODE 20231229HOU
[Original Broadcast]

Tags: 2024 multi-family headwinds, roth conversions, small apartments

EPISODE 20231224HOU[Original Broadcast]

EPISODE 20231224HOU
[Original Broadcast]

Tags: self-directed 401 trust, sfr (portfolio) vs mfr

EPISODE 20231222HOU[Original Broadcast]

EPISODE 20231222HOU
[Original Broadcast]

Tags: most active metros for new multifamily inventory, new multifamily challenges, self-directed 401 trust

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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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