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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