Description

What does it take to build financial success while making a positive impact in your community?

In this episode, Alan Pavlosky sits down with Tom Dunkel, Founder and Managing Principal of Eagle Capital Investments. Tom shares his journey into the world of finance, discussing his commitment to building a financial legacy not just for himself but for his community through philanthropic efforts.

Take a glimpse into how strategic investments can lead to long-term wealth creation and impactful community support, particularly through Tom's involvement with the Tunnels to Towers Foundation, a noble cause offering mortgage-free homes to fallen heroes' families.

Key Takeaways:

• Strategic investing in alternative assets such as self-storage and multifamily real estate can offer more stability and tax advantages compared to traditional stocks and bonds.
• Building a financial legacy involves not just wealth accumulation for personal gain but also impactful community contributions.
• Tunnels to Towers Foundation provides essential support to military and first responder families by offering mortgage-free homes and addressing injured veterans' housing needs.
• Finding a trusted mentor or guide is vital in navigating the complexities of investing and achieving long-lasting financial goals.
• Transferring old 401(k) into a self-directed IRA can offer more control over investment decisions, allowing diversification into alternative investments.

Important Links:

Linkedin: https://www.linkedin.com/in/tomdunkel

Website: https://eaglecapitalinvestments.com/