What You Can Do to Build Tax-Free Wealth Through Self-Directed Funds

John Bowens is the Director and Head of Education and Investor Success at Equity Trust. He is a real estate investor, an author, and a speaker, and he has trained thousands of people on real estate investing and he is with us on the show today to shed some light on the different ways people can build wealth without the worrying about taxes.

Watch now to learn more about John, how he helps people build tax-free wealth, and how you can get started doing it today!

Key Talking Points of the Episode

00:00 Introduction
01:25 Why is it important for people to learn alternative wealth-building strategies?
03:17 Why should people learn more about self-directed funds?
04:12 What are these self-directed funds?
08:35 How does the Rule of 72 work?
11:45 What mistake are people making with their self-directed funds?
13:31 How does Equity Trust help educate people about self-directed funds?
17:13 What can Financial Advisors help you with?
19:04 How does Equity Trust help their clients navigate their self-directed funds?
22:26 Why is it important to pay attention to your retirement funds?
25:23 Why do you need to take control of your money through self-directed funds?
28:23 What is the importance of having a different approach to wealth management?
30:49 How can you use your self-directed funds to impact your community?
32:40 What can you do if you have a small amount of money in your self-directed funds?
37:45 How can people learn more about self-directed funds from Equity Trust?

Links

Website: Equity Trust Company
https://www.trustetc.com/

Youtube: Equity Trust Company
https://www.youtube.com/user/EquityTrustCompany

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Bill Fairman and Wendy Sweet, sibling principles of Carolina Capital Management, have a combined 35+ years of conventional real estate sales and finance experience. They, along with President/CEO Jonathan Davis, serve as consultants for investors, guiding them to network with other investors and educating them in locating and structuring transactions. We put People and Principles ahead of Profit--always.

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