Real estate is one of the most powerful ways to build wealth—but are you keeping as much of your earnings as possible? In this episode of Local Living Tri City, I sit down with Jason Lund of Lund Financial Management to talk about tax-saving strategies, financial planning, and ways to make the most of your real estate investments.
Jason shares real-world examples of investors who faced major tax burdens after selling properties and how creative financial planning helped them keep more of their profits. Whether you’re an investor, business owner, or just someone looking to make smarter financial moves, this episode is packed with expert insights.
In this episode, you’ll learn:
1. How to reduce tax liability when selling property: Learn about strategies like deferred sales trusts and other tax-efficient ways to manage real estate profits.
2. Why smart estate planning is crucial for property owners: Without proper planning, your family could lose a huge chunk of inherited real estate to taxes.
3. The financial pitfalls of an all-cash sale: If you're selling a property, taking all cash may lead to massive tax bills—learn better alternatives.
4. How to turn real estate equity into long-term financial security: Don’t just sell—turn your property profits into sustainable income for years to come.
5. Why a financial advisor is a game-changer for real estate investors: The right guidance can help you build, protect, and transfer your wealth more effectively.
📢 Want to make smarter financial decisions with your real estate? Subscribe to Local Living Tri City for more expert insights, and connect with Jason Lund at Lund Financial Management to start planning your wealth-building strategy today!
Connect with Jason Lund:
Lund Financial Management: https://lundfinancialmanagement.com/
Linkedin: https://www.linkedin.com/in/jasonlundwmc
Learn more about Liz Jones:
Website: https://www.jonesrealtysocal.com/
Linkedin: https://www.linkedin.com/in/jonesrealtysocal/
YouTube: https://www.youtube.com/@lizjonestricityrealestate
Instagram: https://www.instagram.com/jonesrealtysocal/
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