April 10, 2024

Sally Gimon Shares Little Know But Proven Strategies On How To Maximize Wealth Through Minimizing Taxes (#324)

Sally Gimon Shares Little Know But Proven Strategies On How To Maximize Wealth Through  Minimizing Taxes (#324)

“Start investing in real estate as early as possible.” -Sally Gimon

This episode of the Deep Wealth Podcast features Sally Gimon, an insurance agent turned real estate investor and spendthrift trust expert. Sally shares her financial journey, detailing a critical turning point that led her to real estate investing and eventually to mastering wealth management and tax planning through spendthrift trusts. 

02:11 A Focus on Tax Optimization

03:19 The Turning Point: Real Estate Success and Tax Challenges

07:47 The Mechanics of the Spendthrift Trust: Legal, Tax, and Business Benefits

18:10 Potential Downsides and the Importance of Maintenance

25:56 Deep Wealth Podcast Wrap-Up: The Power of Knowledge and Action

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SELECTED LINKS FOR THIS EPISODE

Save Federal Taxes With A Spendthrift Trust

Podcast: Stop Paying Capital Gains, NOW!

sally gimon (@GimonSally) / X

Sally Gimon (@sallygimon) • Instagram 

Sally Gimon | Facebook

Sally Gimon - YouTube

Sally Gimon | LinkedIn

Spendthrift Trust Save Money (@spendthrifttrust) | TikTok

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