You don’t need to be a real estate agent to want to know how to save on taxes, invest in real estate, prepare for retirement, and better manage your money…

But if you are a real estate agent and want to know how to do all those things, then this very information-packed episode of the Tom Ferry Podcast Experience is for you. I’m talking with tax attorney and investor Toby Mathis about how to save on taxes and much more, including:

  • The best business structure to file
  • The benefits of investing vs. saving
  • 1031 exchanges
  • Passive capital gains
  • Finding investment deals

This is an episode you’ll want to take notes on and then send to whoever does your taxes. When tax season rolls around, check in with that person to make sure they watched it and are able to check off everything on the list.

And if you’re looking for some hands-on tax and investment advice from some of the best advisors in the business, check out this link to sign up for a Free Consultation with Anderson Advisors! This 45-minute call will cover everything you need to know about tax savings and asset protection on your investments – a $750 value!

In this episode, we discuss…

0:00 – What are you doing with your money?

2:34 – 3 types of income tax

9:06 – Individuals vs. corporations

12:44 – Defined benefit plan for high earners

16:00 – Real estate for retirement (Buy/Borrow/Die)

19:18 – Passive capital gains

23:33 – How the wealthy save on taxes

26:04 – Finding deals

31:20 – Relationships in buying

36:53 – Toby’s YouTube ads

40:18 – Asset protection


Interested in a FREE Coaching Consultation? Click Here:

For the majority of my life, I’ve been passionate and dedicated to changing lives by giving away the very best strategies, tactics, and mindset techniques to help you and your business succeed. Join me as we take this to level 10!


Relevant links:

Tom Ferry’s Roadmap Tour

Sales & Marketing Edge

Coaching & Sphere subscriber exclusive trainings

-Our free playbook on agent-to-agent referrals

-A FREE consultation with Anderson Advisors