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Join host Vinki Loomba, real estate investor and fund manager, as she dives deep with Alan Franks, Certified Financial Planner, speaker, and author of Empowered Money. With 15+ years of experience helping high-level professionals master wealth-building and tax strategy, Alan reveals how to move beyond “getting rich” and start preserving and amplifying wealth across generations.
🔑 Key Takeaways:
- 💸 Rich vs. Wealthy: Why looking rich isn’t building real wealth—and how to flip your mindset.
- 🧱 Foundations of Financial Legacy: Cash flow, education, and passing down wisdom are key to multigenerational wealth.
- 🔁 The Power of Leverage: Use securities-backed lines of credit, HELOCs, and life insurance to grow your portfolio without draining personal cash.
- 📊 3 Levels of Diversification: Asset class, tax, and market diversification for true portfolio resilience.
- 🏛️ Trust & Estate Planning: Learn how to preserve your legacy the Rockefeller way (and avoid the Vanderbilt downfall).
- 🛠️ Avoid the DIY Trap: Why the right team—financial planner, CPA, attorney—is critical to preventing wealth erosion.
- 📚 Bonus Nugget: Don’t underestimate the power of reading—20 minutes a night can change your financial mindset and your life.
🔗 Connect with Alan on LinkedIn: https://www.linkedin.com/in/alanfranks/
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