Ep07: Refine Your Tax-Advantaged Retirement Roadmap with Sam Jones, CFP®

Finances can be complex, and upgrading assistance in your wealth planning can greatly impact your future cash flow. So we’ve got Sam Jones, CFP®, to equip you with tax and investment plans according to your time horizon. Apply tax-advantaged tactics to your business by tuning in to today's episode!

Key takeaways to listen for

• Ways to grow your finances using advanced tax planning 
• The value of investing in yourself in wealth and legacy building
• Why it pays to invest from an early age
• Best investment strategies and systems for different age groups
• Impactful ways to invest in yourself

Resources mentioned in this episode

• Atomic Habits by James Clear | Kindle and Hardcover
• Carl Richards
• How To Be A Nomad 
• The Wealthy Gardener by John Soforic | Kindle and Paperback
• Rich Dad Poor Dad by Robert T. Kiyosaki | Paperback
• Income Statement
• Balance Sheet

About Sam Jones, CFP®

Sam is a Certified Financial Planner™ and has over seven years of experience in the financial services industry. He is a financial planner specializing in helping real estate investors save on taxes and get more out of their real estate investments.

Connect with Sam

• Website: Vitality Capital Management 
• LinkedIn: Sam Jones, CFP®, AFC
• Email: sam@vitalitycap.com

Connect with Us
To learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call!

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