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BE A PLANNER™

TAX OPTIMIZED REAL ESTATE INVESTING FOR EARLY RETIREMENT

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  • 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 20230910HOU[Original Broadcast]

EPISODE 20230910HOU
[Original Broadcast]

Tags: planning next year's tax bill now, small vs large apartment partnerships, what's in a (apartment) name

EPISODE 20230908HOU[Original Broadcast]

EPISODE 20230908HOU
[Original Broadcast]

Tags: higher deficits & inflation, planning next year's tax bill now, roth conversions, tax train

EPISODE 20230903HOU[Original Broadcast]

EPISODE 20230903HOU
[Original Broadcast]

Tags: cap rates, debt structure, roth conversions, tax train

EPISODE 20230901HOU[Original Broadcast]

EPISODE 20230901HOU
[Original Broadcast]

Tags: is tax train coming, roth conversions, small apartments, syndicator fees, us budget deficit

EPISODE 20230827HOU[Original Broadcast]

EPISODE 20230827HOU
[Original Broadcast]

Tags: mfr developer confidence, mortgage rates, regional bank valuations, ssa cuts

EPISODE 20230820HOU[Original Broadcast]

EPISODE 20230820HOU
[Original Broadcast]

Tags: fed funds chart, ppm risk factors discussion, roth conversion

EPISODE 20230813HOU[Original Broadcast]

EPISODE 20230813HOU
[Original Broadcast]

Tags: apartments: good news/bad news, current apartment demand, geographic population trends, rising insurance premiums

EPISODE 20230806HOU[Original Broadcast]

EPISODE 20230806HOU
[Original Broadcast]

Tags: 506(c) transaction with co-investment clause, concessions rise, freddie mac's 2023 midyear multifamily outlook, insurance premium's to increase (again) for 2023

EPISODE 20230730HOU[Original Broadcast]

EPISODE 20230730HOU
[Original Broadcast]

Tags: 12% fixed rates, 506(b), fed raises rates again, tax brackets in retirement

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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)


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