Episode #186
Investing can be a daunting task, especially for beginners. There are so many different investment options to choose from, and it can be difficult to know where to start. However, there are a few simple tips that you can follow to invest smarter, not harder. That's what we learned from our guest Dave Wolcott! If you want to learn all the good advice he has, watch this episode!
Highlights:
01:25 Dave Wolcott Intro
04:55 Pivotal Moment Leading to Investing Smarter
22:43 Creating Efficiency with Your Capital
37:55 The Benefits of a Holistic Wealth Strategy
If you are thinking of investing now, feel free to contact us on Instagram:
@kennybsimpson
@krystlersimpson
About the Guest:
Dave is the best-selling author of "The Holistic Wealth Strategy", A Framework for Building Legacy Wealth and Living an Extraordinary Life, and is also the host of the top-rated "Wealth Strategy Secrets of the Ultra-Wealthy" podcast.
Through leveraging the Holistic Wealth Strategy, Dave has been able to achieve unlimited freedom of money, purpose, time, and relationships. His mission is to share this strategy with other high-performing entrepreneurs in order to help them realize these freedoms.
SPONSORS:
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* Cost Segregation Services: We have been working with Tim Looney at CSSI for a few years now and he has saved our clients and our hundreds of thousands, if not millions of dollars, in taxes doing Cost Segregation Studies. Let me give you a few examples. We bought a property in 2019, if we had just used straight-line depreciation, we would have saved about $18,750. Because we did a cost seg we saved $258,000 – that’s $239,350 more than standard straight-line depreciation in the first year! Call Tim Looney at (318) 469-9861 to schedule a complimentary property analysis, and tell him Krystle and Kenny sent you!
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