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BE A PLANNER™

TAX OPTIMIZED REAL ESTATE INVESTING FOR EARLY RETIREMENT

  • THE SHOW
  • THE MATH
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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 20240329HOU[Original Broadcast]

EPISODE 20240329HOU
[Original Broadcast]

Tags: 506(c) project in austin market, americans' lack of retirement savings, living abroad in retirement

EPISODE 20240328HOU[Original Broadcast]

EPISODE 20240328HOU
[Original Broadcast]

Tags: investor-mentor membership programs, ssa trust fund insolvency, updated us treasury report

EPISODE 20240324HOU[Original Broadcast]

EPISODE 20240324HOU
[Original Broadcast]

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 20240322HOU[Original Broadcast]

EPISODE 20240322HOU
[Original Broadcast]

Tags: biden's billionaire tax, fed holds rates again, multi-family cap rates still moving up, renting will continue to be cheaper than buying for a long time

EPISODE 20240317HOU[Original Broadcast]

EPISODE 20240317HOU
[Original Broadcast]

Tags: big tax refund this year?, more deficits -- for cities states and fed, sotu $7.3 trillion budget

EPISODE 20240315HOU[Replay of Mar 8, 2024]

EPISODE 20240315HOU
[Replay of Mar 8, 2024]

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

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

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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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