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REIA 54 Stephanie Walter:  Learning Investing Secrets from a Premier Capital Raiser

Our guest, Stephanie Walter, is a capital raiser, syndicator, 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 professionals to “unlearn” what most of us have been wired to think about money and re-educates us to learn the secrets of the wealthy investor that are life transforming.  Stephanie builds gateways between professionals and well vetted deals.

Main Points:

  • What the wealthy do differently in regards to money and their investments
  • Reasons to not put your money in a 401K
  • What is a 1031 exchange and how can you use it to invest in these
  • What is a real estate syndication syndicated opportunities?
  • What is cost segregation?
  • Debunking money myths
  • Concept of accumulation vs utilization

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Biography of Stephanie Walter

Stephanie Walter is a capital raiser, syndicator, 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 re-educating 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 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 to “unlearn” what most of us have been wired to think about money and re-educating people on attaining wealth.

My goal is to connect my select group of investors, my tribe, with investment opportunities that I’ve found and vetted to be extremely desirable.  And at the end of the day, I’m really looking to help my investors reach their financial goals.

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