Stephanie Walter is a wealth strategist, capital raiser, syndicator, author and the CEO of Erbe Wealth. She has been helping her clients to follow the key principles she has learned from her wealthy investors. She teaches professional people to “unlearn” what most of us have been wired to think about money and she re-educates people to learn the secrets of the wealthy investor that can be life transforming.
Listen to the podcast here or on your favorite podcast app:
Watch the Episode Here:
Main point:
- What are some of the money myths you discuss in your book?
- What is Tax treatment diversification?
- What has been the history of tax rates?
- What is the major asset allocation problem for 90% of middle Americans and why that will be a big wakeup call when they retire?
- Is it possible to set up a tax free income in retirement? How is this done?
- What is sequence of returns risk and why should I care?
Connect with Stephanie Walter:
- www.erbewealth.com and https://erbewealth.com/abundance/
- skw@erbewealth.com
- https://www.facebook.com/erbewealth
- https://www.linkedin.com/in/stephanie-walter-057594196/
- http://www.erbewealth.com
- Podcast-Engineering Wealth Today
Biography Stephanie Walter:
Stephanie Walter is a capital raiser, syndicator, 1031 exchange advisor to syndicated investors, and the CEO of Erbe Wealth. She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professional people to “unlearn” what most of us have been wired to think about money and she re-educates people to learn the secrets of the wealthy investor that can be life transforming. She is a gateway between these professionals and well vetted deals. Over years of working with her investors, Stephanie discovered that the very wealthy view and use money differently than the rest of us; they actively have their money working for them — sometimes at several places at the same time! They also strategically look at tax mitigation on every investment whether that is taking advantage of cost segregation or by using 1031 exchanges to invest in syndicated opportunities. Stephanie realized these strategies can be used by anyone, not just the rich. Her passion is teaching people these concepts on attaining lasting wealth. Stephanie’s goal is to connect her select group of investors, “her tribe”, with investment opportunities that she’s found and vetted to be extremely desirable. And at the end of the day, Stephanie is looking to help her investors reach their financial goals.