Ep. 31 – Nontraditional retirement planning using real estate, tax planning, and end of year charitable gifting opportunities (featuring Brady Slack)

I’m excited to have Brady Slack, the proud owner of High Country Finance based in Utah, join for this fascinating topic. At first, I was planning to steer Brady in two directions with regards to tax planning opportunities for business owners and W2 employees. But, we ended up mainly focusing on using real estate as a nontraditional retirement planning vehicle, and the tax efficiency of leveraging this asset class.

Just a word to the wise, investing in Real Estate is NOT as easy as it sounds. Many of these expert investors have been through ups and downs, and Brady talks about the need to be experienced in order to be successful in this market.

We also talked about a few charitable giving ideas for all taxpayers.

I hope you enjoy this episode!

Here are the details on how to connect with Brady and his team.

Website – Highcountryfinance.com
Instagram – @thebradyslack
Brady’s podcast – Slackin’ Off

If you are interested in learning more about how to work with me 1×1, visit my website: www.imaginefinancialsecurity.com

-Kevin Lao

Kevin Lao

I am the founder of Imagine Financial Security. We are a Flat Fee, Fiduciary Financial Advisor based in Jacksonville, FL. We specialize in retirement planning for blended families, tax optimization and investment management. We can work with you locally in Jacksonville or St Augustine, as well as virtually anywhere in the United States.