Stop Paying Capital Gains, NOW!

Welcome to "Stop Paying Capital Gains, Now!" where Sally talks to Zach Dugger about his journey from selling a business to generating passive income through real estate investing. In this episode, Zach shares his experience in real estate syndication, advises on how to find potential investors through a successful letter campaign, and discusses the benefits of investing in real estate to save money on taxes. He encourages listeners to seek guidance from experienced individuals and learn about different ways to invest in real estate, even with no money down.  Outline of this episode:0:02 - Introduction of Zach and Sally 2:00 - Investing in Apartment Buildings in Georgia: Syndications and IRA Investments4:21 - IRA Investments and Working with People with Autism in Real Estate Investing6:58 - How Greg Got Started in Real Estate Investing: Scuba Diving and Investment Ease9:12 - The Value of Talking with Experienced Real Estate Investors: Investing Tips and Personal Backgrounds12:00 - Starting in Real Estate Investing, Coaching and Networking, and Time Management14:11 - Moving to North Carolina for Real Estate Investing: Time Allocation and Listening to Peers16:07 - Lessons Learned from Losing $60,000 in a Ponzi Scheme: Joining 2000 Doors and Door-Knocking for Profits17:52 - Making $20,000 in Three Weeks: Top 100 Millionaires and Interest vs. Rental Income for Investors20:06 - Investor Income Streams and Tax Rates for Interest and Rental Income This episode covers the following:Selling a Business and Generating Passive Income through Real Estate InvestingSyndications: Passive Investment in Large AssetsReal Estate Investing: Learning and Networking for GrowthReal Estate Syndication: How Investors are Paid and How to Save on TaxesSuccessful Letter Campaigns and Future Plans in Real Estate InvestingAnd so much more!  About Zach Dugger:Zach Dugger is an entrepreneur and real estate investor based out of Kalamazoo, MI. He received his Master’s degree in Applied Behavior Analysis in 2005 from Western Michigan University. For the majority of his career he has worked in the Human Services Industry across multiple roles from Case Management to his work as a Behavioral Psychologist for four years while he started his first business. In 2013, Zach founded Braintrust Behavioral Health to provide ABA Therapy services for children with autism.  Connect with Zach on…Website: www.onfirecapitalgroup.comPodcast: https://podcasters.spotify.com/pod/show/zach-dugger Connect and tune in to Stop Paying Capital Gains, NOW! On…Learn more at www.TheTrustIsYou.comWant to schedule an appointment? Book here: www.thetrustisyou.com/schedulingJoin us every Monday at 8 pm EST for a round of Q&A https://us05web.zoom.us/j/85008747185?pwd=dlE4SE01NnFHSjhOSmhYQW9LUlA4dz09 TikTok: @spendthrifttrust

Welcome to "Stop Paying Capital Gains, Now!". In this episode, Sally talks to a gentleman concerned about paying a lot in rental income taxes. She advises against keeping an LLC for tax purposes and provides numbers to show how much the gentleman who contacted her, can save with a trust, depending on his tax bracket, and encourages him to get advice from a CPA. She also suggests doing away with all the LLCs and stopping paying K-1 fees to save money. So, to save money on taxes, listen to "Stop Paying Capital Gains, Now!" with Sally Gimon. Outline of this episode:0:03 - Discussing the benefits of using a trust to reduce taxes on rental income and other types of income.1:03 - The advantages of having all income and assets in the trust, including federal tax benefits, privacy protection, and protection from lawsuits.2:34 -  Case study of a gentleman who is concerned about the amount of taxes he is paying on his rental income and is planning to sell his properties in 2023.4:06 -  A real estate investor who owns 12 different LLCs in Mississippi, and is considering consolidating all of their properties into a trust.5:28 - Starting a 1099 income and being mindful of the tax implications6:51 -  Taking out a HELOC to pay for the trust and using the savings from their rental income and 1099 income to pay off the HELOC.8:52 – Advise on how to use these trusts to their advantage and potentially expand their real estate investments.10:34 - Keeping the 12 houses and get into commercial real estate.  This episode covers the following:Spendthrift trusts and their benefitsDifferent types of income that can be deferred through a beneficial spendthrift trustTax rates for short-term and long-term capital gains, interest income, dividend income, rental income, and royaltiesPotential savings with a beneficial spendthrift trustAdvantages of having all assets in the trust and not leaving them in an LLCAnd so much more!  About Sally Gimon: Real estate expert Sally Marie Gimon was recently featured in Authority Magazine, discussing Infinite Wealth Strategies. Gimon, who holds a weekly mastermind for her Real Estate group that reaches over 800 investors, also hosts a weekly show called "Money Secrets" on Win, Win Women TV. In addition, Gimon announced she will launch a new podcast called "Stop Paying Capital Gains, now!" She is a regularly featured expert guest on podcasts and summits. Sally is a wealth-building expert. She is a real estate expert and has been a licensed life insurance agent for 19 years. Sally uses proven wealth-building programs such as the Infinite Banking system and Spendthrift Trusts. She assists consumers in becoming debt-free in less time, saving money on capital gains, and protecting financial investments. Sally leads a weekly mastermind for her Real Estate group of over 800 investors, and she broadcasts "Money Secrets" weekly on Win-Win Women TV. A Spendthrift Trust defers Capital Gains into infinity, becomes judgment-proof, and information is 100% private. Gimon offers a FREE Report that teaches how to start benefiting from Day 1.  Connect and tune in to Stop Paying Capital Gains, NOW! on: Learn more at www.TheTrustIsYou.comWant to schedule an appointment? Book here: www.thetrustis you.com/schedulingJoin us every Monday at 8 pm EST for a round of Q&A https://www.thetrustisyou.

Welcome to "Stop Paying Capital Gains, Now!" with Sally Gimon. In this episode, Sally shares a real-life success story of how she helped a business broker win a potential client by showing him how to save hundreds of thousands of dollars in capital gains. Sally's expertise in creating spendthrift trusts not only helped the client save money but also helped him leave a legacy for his family. Sally also talks about how she can help other clients like the pizzeria and the nail salons save at least $200,000 each by creating a spendthrift trust. Tune in to learn more about how Sally can help you save on capital gains and leave a legacy for your family.Outline of this episode: 1:04 - Sharing a story about how she helped one broker win a client and help that client, as well as his other clients, save on taxes legally.5:55- Understanding the spendthrift trust better, and how it saves you in three ways.6:33- Why getting a business spendthrift trust will earn you more commissions and save you in federal taxes.8:10- The two types of beneficial trust to save money on taxes related to different types of income such as capital gains, interest income, dividend income, and rental income regardless of their tax bracket.11:37- How spendthrift trust could help with royalties 12:45- How a family with multiple properties set up a trust to manage their assets and distribute them to beneficiaries- which benefits them from generation to generation.14:45- Sally offers her services to help people set up these trusts so they can save hundreds of thousands of dollars This episode covers the following:Sally explains how she helped a business broker, Dan, save money for his client by using a spendthrift trust.Sally discusses the benefits of spendthrift trusts and how they can save individuals and families money.Sally gives an example of a family with multiple properties and how they can use one trust for the entire family.Sally emphasizes that these trusts can help individuals save money on taxes and are used by wealthy families and US presidents. She promotes her website and Monday night live Q&A sessions.And so much more!  About Sally Gimon: Real estate expert Sally Marie Gimon was recently featured in Authority Magazine, discussing Infinite Wealth Strategies. Gimon, who holds a weekly mastermind for her Real Estate group that reaches over 800 investors, also hosts a weekly show called "Money Secrets" on Win, Win Women TV. In addition, Gimon announced she will launch a new podcast called "Stop Paying Capital Gains, now!" She is a regularly featured expert guest on podcasts and summits. Sally is a wealth-building expert. She is a real estate expert and has been a licensed life insurance agent for 19 years. Sally uses proven wealth-building programs such as the Infinite Banking system and Spendthrift Trusts. She assists consumers in becoming debt-free in less time, saving money on capital gains, and protecting financial investments. Sally leads a weekly mastermind for her Real Estate group of over 800 investors, and she broadcasts "Money Secrets" weekly on Win-Win Women TV. A Spendthrift Trust defers Capital Gains into infinity, becomes judgment-proof, and information is 100% private. Gimon offers a FREE Report that teaches how to start benefiting from Day 1.  Connect and tune in to Stop Paying Capital Gains, NOW! on: Learn more at www.TheTrustIsYou.com Want to sched

Are you tired of paying high federal taxes on your 1099 income, capital gains, interest income, dividend income, rental income, and royalties? In this episode of "Stop Paying Capital Gains, Now!" Sally Gimmon shares a game-changing solution that only 1% of the population has -- the irrevocable, complex discretionary, non-grantor spendthrift trust. This specialized trust is used by the likes of the Rockefellers and US presidents. It can help reduce taxes, keep information private, and protect against lawsuits. Sally breaks down the four components of the trust, and offers to help listeners sign up for it. This trust is patented, and the IRS code is 643(b). She also explains how business brokers can work together in a JV agreement to help clients selling or buying businesses. Outline of this episode:0:02 A specialized trust that only 1% of the population has2:17 Her experience as a trustee of such a trust, including how to set up the trust and some of the rules and challenges that can arise.4:18 A trust that can save individuals and businesses on federal taxes and protect their assets from lawsuits.6:26 Two types of trusts:  a business trust for 1099 income earners, and a beneficial trust for investors.8:05 Her personal experience of using the trust to save money on a real estate transaction, and encouraging others to consider using the trust as well.9:34 Working with business brokers and receiving referrals. How the use of trusts can benefit both buyers and sellers in business transactions.11:53 How Sally helps clients save money on capital gains tax and 1099 income through the use of a beneficial trust or spendthrift trust.13:38 Examples of individuals who have benefited from using the trust, and emphasizes the importance of understanding one's tax bracket.15:30 Sally also talks about her website, thetrustisyou.com, where people can make an appointment with her to learn more about tax-saving strategies This episode covers the following:Four components of the trust and how it can save people moneyTwo different trusts - business trust and beneficial trustHow the use of a spendthrift trust can help save money on federal taxesBenefits of a JV agreement for business brokers to help clients buying or selling businessesAnd so much more!  About Sally Gimon: Real estate expert Sally Marie Gimon was recently featured in Authority Magazine, discussing Infinite Wealth Strategies. Gimon, who holds a weekly mastermind for her Real Estate group that reaches over 800 investors, also hosts a weekly show called "Money Secrets" on Win, Win Women TV. In addition, Gimon announced she will launch a new podcast called "Stop Paying Capital Gains, now!" She is a regularly featured expert guest on podcasts and summits. Sally is a wealth-building expert. She is a real estate expert and has been a licensed life insurance agent for 19 years. Sally uses proven wealth-building programs such as the Infinite Banking system and Spendthrift Trusts. She assists consumers in becoming debt-free in less time, saving money on capital gains, and protecting financial investments. Sally leads a weekly mastermind for her Real Estate group of over 800 investors, and she broadcasts "Money Secrets" weekly on Win-Win Women TV. A Spendthrift Trust defers Capital Gains into infinity, becomes judgment-proof, and information is 100% private. Gimon offers a FREE Report that teaches how to start benefiting from Day 1.  Connect and tune in to Stop Paying Capital

In this episode of "Stop Paying Capital Gains, Now!" Sally Gimon shares her personal experience of discovering the spendthrift trust and how it can help individuals save a significant amount of money on capital gains taxes. She explains how the trust, which is legal and patented under US tax code 643B, can defer capital gains for individuals, just like the Rockefellers have been doing for seven generations. If you're a real estate investor, Sally's insights on how the spendthrift trust can help you save money on capital gains taxes and rental income are definitely worth listening to. Outline of this episode:0:02 – Sally shares her personal experience of discovering the trust and how it led him to work with a private law firm to promote its use.1:59 - The use of a legal spendthrift trust to save money on capital gains taxes in real estate investing and other transactions3:51 - The beneficial spendthrift trust and how it can help people save money on taxes5:33 - Financial planning and tax optimization for real estate investments.7:35 - A man in Texas who helps people with rent-to-own properties and has several rental properties himself.10:04 - How a spendthrift trust can help save money for a real estate investor who owns multiple rental properties12:01 - The different ways people can save money, such as interest income, dividend income, capital gains, and royalties.This episode covers the following:How the Spendthrift Trust Saved Me $10,500 on One TransactionHow the Spendthrift Trust Can Save You Hundreds of Thousands of Dollars on Long-Term Capital GainsThe Four Other Ways the Spendthrift Trust Can Help You Save MoneyReal Estate Investing and Rentals with the Spendthrift TrustAnd so much more! About Sally Gimon:Real estate expert Sally Marie Gimon was recently featured in Authority Magazine, discussing Infinite Wealth Strategies. Gimon, who holds a weekly mastermind for her Real Estate group that reaches over 800 investors, also hosts a weekly show called "Money Secrets" on Win, Win Women TV. In addition, Gimon announced she will launch a new podcast called "Stop Paying Capital Gains, now!" She is a regularly featured expert guest on podcasts and summits.Sally is a wealth-building expert. She is a real estate expert and has been a licensed life insurance agent for 19 years. Sally uses proven wealth-building programs such as the Infinite Banking system and Spendthrift Trusts. She assists consumers in becoming debt-free in less time, saving money on capital gains, and protecting financial investments. Sally leads a weekly mastermind for her Real Estate group of over 800 investors, and she broadcasts "Money Secrets" weekly on Win-Win Women TV.A Spendthrift Trust defers Capital Gains into infinity, becomes judgment-proof, and information is 100% private. Gimon offers a FREE Report that teaches how to start benefiting from Day 1.Connect and tune in to Stop Paying Capital Gains, NOW! on:Learn more at www.TheTrustIsYou.com Want to schedule an appointment? Book here: www.thetrustisyou.com/scheduling Join us every Monday at 8 pm EST for a round of Q&A https://us05web.zoom.us/j/85008747185?pwd=dlE4SE01NnFHSjhOSmhYQW9LUlA4dz09TikTok: @spendthrifttrust

Welcome to "Stop Paying Capital Gains, Now!" Join Sally Gimon as she shares her experience with wholesaling and how she saves thousands of dollars in capital gains by using Spendthrift Trust. Sally also discusses the legislation to raise short-term capital gains for people making more than $400,000 a year to 40% and how her trust can help save money on long-term capital gains. As a bonus, Sally presents a fun experiment where she asks if you would prefer a shiny penny that doubles every day or a $1 bill with six-year-olds representing a million dollars. Listen in for a valuable discussion on how to save money and stop paying capital gains. Outline of this episode:0:02 -  Would You Rather Have a Million Dollars or a Shiny Penny that Doubles Every Day?1:28 - Understanding the Odd Rule of Upset Bids in North Carolina's Real Estate Auctions3:33 - The Benefits of Wholesaling and Saving on Short Term Capital Gains 4:56 - Passing Legislation to Increase Short Term Capital Gains7:24 -  How The Trust is You Can Help You Save on Long Term Capital Gains8:28 - What You Need to Know About 1031 Exchanges10:26 -  Minimizing Taxes and Maximizing Your Legacy12:51 -  How The Trust Can Help You Achieve Your Financial Goals14:20 - How The Trust Can Help Your Family Avoid Legal Hassles15:15 - Your Partner in Achieving Financial Freedom and Security This episode covers the following:The concept of saving money using a trustThe experiment of choosing between a million dollars and a penny that doubles every day for 30 daysWholesaling houses in North Carolina and how the trust can save you in capital gainsDifferent types of capital gains and how the trust can help save money on themOther ways in which the trust can help save money besides capital gains.And so much more!  About Sally Gimon: Real estate expert Sally Marie Gimon was recently featured in Authority Magazine, discussing Infinite Wealth Strategies. Gimon, who holds a weekly mastermind for her Real Estate group that reaches over 800 investors, also hosts a weekly show called "Money Secrets" on Win, Win Women TV. In addition, Gimon announced she will launch a new podcast called "Stop Paying Capital Gains, now!" She is a regularly featured expert guest on podcasts and summits. Sally is a wealth-building expert. She is a real estate expert and has been a licensed life insurance agent for 19 years. Sally uses proven wealth-building programs such as the Infinite Banking system and Spendthrift Trusts. She assists consumers in becoming debt-free in less time, saving money on capital gains, and protecting financial investments. Sally leads a weekly mastermind for her Real Estate group of over 800 investors, and she broadcasts "Money Secrets" weekly on Win-Win Women TV. A Spendthrift Trust defers Capital Gains into infinity, becomes judgment-proof, and information is 100% private. Gimon offers a FREE Report that teaches how to start benefiting from Day 1.  Connect and tune in to Stop Paying Capital Gains, NOW! on: Learn more at www.TheTrustIsYou.comWant to schedule an appointment? Book here: www.thetrustisyou.com/schedulingJoin us every Monday at 8 pm EST for a round of Q&A https://us05web.zoom.us/j/85008747185?pwd=dlE4SE01NnFHSjhOSmhYQW9LUlA4dz09 TikTok: @spen

Are you ready for the unexpected? Join Sally Gimon on "Stop Paying Capital Gains, Now!" as she sits down with Mardi Winder-Adams to discuss navigating the financial challenges of divorce. A divorce coach, Mardi shares her personal experience and offers practical advice on planning for financial independence, protecting assets, and preparing for unexpected events. From hidden crypto to abusive relationships, Mardi covers it all. Tune in to learn how to take control of your finances and find the support you need during this difficult time.  Outline of this episode:0:00 - Sally's background2:26 - Tips from Divorce Consultant Mardi Winder-Adams 4:20 - Strategies for Dividing Assets During Divorce 6:28 - The Importance of Financial Independence for Women 8:34 - Keeping Track of Your Finances During Divorce 11:21 -  Financial Considerations for Leaving an Abusive Partner12:48 - How to prepare for a divorce?: Steps to Take Before and During Divorce Proceedings14:40 - Resources and Support for Women in Divorce 17:03 -  Financial Literacy for Women Going Through Divorce  This episode covers the following:Motivation behind helping women going through divorceImportance of planning for financial independence before divorceBeing aware of hidden assets such as cryptoBeing financially prepared for unexpected eventsImportance of having a will and working with a financial planner after divorceAnd so much more! About Mardi Winder-Adams: Mardi Winder-Adams is an ICF and BCC Executive and Leadership Coach, Certified Divorce Transition Coach, and a Credentialed Distinguished Mediator in Texas. She has worked with women in executive, entrepreneur, and leadership roles navigating personal, life, and professional transitions. Mardi is the founder of Positive Communication Systems, LLC.  Connect with Mardi Winder-Adams on…Website: www.divorcecoach4women.comFacebook: https://www.facebook.com/Divorcecoach4women IG: https://www.instagram.com/divorcecoach4women/ LinkedIn: https://www.linkedin.com/in/mardiwinderadams/ Podcast: https://podcasts.apple.com/us/podcast/the-d-shift/id1639714009 Connect and tune in to Stop Paying Capital Gains, NOW! on: Learn more at www.TheTrustIsYou.com Want to schedule an appointment? Book here: www.thetrustisyou.com/scheduling Join us every Monday at 8 pm EST for a round of Q&A https://us05web.zoom.us/j/85008747185?pwd=dlE4SE01NnFHSjhOSmhYQW9LUlA4dz09TikTok: @spendthrifttrust

Join Sally Gimon on her podcast, "Stop Paying Capital Gains," where she teaches you how to save money easily using a spendthrift trust. Her guests include crypto investors, crypto miners, real estate investors, day traders, and forex stock market traders. In this episode, Sally discusses how foreign nationals with property in the United States can use an irrevocable, complex discretionary, non-grantor spendthrift trust to save on taxes. She shares a story of a Saudi Arabian client who purchased three condos in the Trump Tower in New York and now wants to sell one of them. Sally explains the five ways the trust saves money on taxes, including capital gains, notes, the BRRRR strategy, dividend income, rent rolls, and royalties. Please tune in to find out how Sally can help the client save $370,000 a year on rent rolls by putting all his US properties into the trust. Outline of this episode:0:02 Expert Guests Share How the Irrevocable Spendthrift Trust Saves You Money Easily1:08 Exploring Tax Savings for Foreign Property Owners3:21 A Case Study on Foreign Property Ownership and Rental Income4:55 A Saudi Arabian Client's Real Estate Investments and the Benefits of a Beneficial Trust6:38 Saving Thousands on US Property Taxes: A Trust Strategy for Foreign Nationals8:24 How Setting Up a Spendthrift Trust Can Help You Save Thousands on Taxes in Real Estate Investments9:48 How Long-Term Capital Gains and Rent Rolls Can Add Up Quickly11:03 Saving on Interest and Dividend Income Taxes with Spendthrift Trusts12:27 Stop Paying Capital Gains: How a Spendthrift Trust Can Help You Save Money on Taxes This episode covers the following:·         Maximizing Tax Savings: An Introduction to Stop Paying Capital Gains with the Irrevocable, Complex Discretionary Trust·         Foreign Nationals and US Property: How to Save on Taxes with the Non-Grantor Spendthrift Trust·         Case Study: Saving Taxes on Real Estate Sales in the US - The Experience of a Saudi Arabian Client·         Five Ways to Save Money on Taxes with the Beneficial Trust: Notes, BRRRR Strategy, Dividend Income, Rent Rolls, and Royalties·         Calculating Tax Savings: How a Saudi Arabian Client Can Save $370,000 Per Year on Rent Rolls and Avoid 15% Capital Gains Tax with the Trust·         And so much more! About Sally Gimon: Real estate expert Sally Marie Gimon was recently featured in Authority Magazine, discussing Infinite Wealth Strategies. Gimon, who holds a weekly mastermind for her Real Estate group that reaches over 800 investors, also hosts a weekly show called "Money Secrets" on Win, Win Women TV. In addition, Gimon announced she will launch a new podcast called "Stop Paying Capital Gains, now!" She is a regularly featured expert guest on podcasts and summits. Sally is a wealth-building expert. She is a real estate expert and has been a licensed life insurance agent for 19 years. Sally uses proven wealth-building programs such as the Infinite Banking system and Spendthrift Trusts. She assists consumers in becoming debt-free in less time, saving money on capital gains, and protecting financial investments. Sally leads a weekly mastermind for her Real Estate group of over 800 investors, and she broadcasts "Money Secrets" weekly on Win-Win Women TV. A Spendthrift Trust defers Capital Gains into infinity, becomes judgment-proof, and information is 100% private. Gimon offers a FREE Report that teaches how

Join Sally on "Stop Paying Capital Gains Now" as she shares valuable insights on how to save money on capital gains taxes. In this episode, Sally reveals the power of an irrevocable, complex discretionary non-grantor spendthrift trust that can help investors avoid probate and hold money for the long term. Learn how this trust can be used for business and investments, and discover how it helped fix and flipper, Luke, save big on taxes. Plus, hear how the trust can even help pay for college education. Sally shares Luke's inspiring story of how his daughter pursued her dreams of becoming a registered nurse and starting a dialysis center. Outline of this episode:1:33 The Benefits and Complexities of Setting Up a Non-Grantor Spendthrift Trust3:58 Maximizing Profit and Minimizing Capital Gains6:15 Real Estate Investor Saves over $52,000 in Capital Gains with Unique Trust8:19 How an Irrevocable Trust is Helping Investors Save Big on Taxes10:13 How to Save Thousands on Capital Gains Taxes with an Irrevocable Trust12:18 Luke's Success Story in Fixing and Flipping Houses14:18 Luke's Success Story and Extra Income Streams16:07 Supporting Education and Entrepreneurship for the Next Generation17:41 Changing Lives with Trusts This episode covers the following:Introducing the "Stop Paying Capital Gains Now" podcast and the host's desire to help investors save money by avoiding paying capital gains tax.Explanation of the irrevocable, complex discretionary, non-grantor spendthrift trust as a solution to avoid paying capital gains tax on investments.Discussion of a specific case of a real estate investor who contacted the host about using the trust to avoid paying capital gains tax on a fix and flip project in Victorville, California.Capital Gains Tax and Spendthrift Trusts Setting up a Business TrustAnd so much more! About Sally Gimon:Real estate expert Sally Marie Gimon was recently featured in Authority Magazine, discussing Infinite Wealth Strategies. Gimon, who holds a weekly mastermind for her Real Estate group that reaches over 800 investors, also hosts a weekly show called "Money Secrets" on Win, Win Women TV. In addition, Gimon announced she will launch a new podcast called "Stop Paying Capital Gains, now!" She is a regularly featured expert guest on podcasts and summits.Sally is a wealth-building expert. She is a real estate expert and has been a licensed life insurance agent for 19 years. Sally uses proven wealth-building programs such as the Infinite Banking system and Spendthrift Trusts. She assists consumers in becoming debt-free in less time, saving money on capital gains, and protecting financial investments. Sally leads a weekly mastermind for her Real Estate group of over 800 investors, and she broadcasts "Money Secrets" weekly on Win-Win Women TV.A Spendthrift Trust defers Capital Gains into infinity, becomes judgment-proof, and information is 100% private. Gimon offers a FREE Report that teaches how to start benefiting from Day 1. Connect and tune in to Stop Paying Capital Gains, NOW! on:Learn more at www.TheTrustIsYou.comWant to schedule an appointment? Book here: www.thetrustisyou.com/schedulingJoin us every Monday at 8 pm EST for a round of Q&A https://zoom.us/j/85008747185Passcode: Fy2kKXTikTok: @spendthrifttrust

Looking to save money on capital gains taxes? Look no further than "Stop Paying Capital Gains Now" with host Sally Gimon! In this episode, Sally dives into the benefits of the "Spendthrift Trust" and how it can help investors in real estate, crypto, day trading, and more save big on taxes. With legislation potentially increasing capital gains to 40%, the time to act is now. Tune in to hear the success stories of those who have already saved big and learn how you can. Also, remember to follow Sally on TikTok and check out her website for even more money-saving tips! Outline of this episode:0:02 Save Money Easily with the Spendthrift Trust2:08 The Benefits of a Spendthrift Trust for Investors in Real Estate, Crypto, and Stocks3:33 How an Irrevocable Trust Can Help You Save Money as an Investor4:43 Kelly's Journey to Wholesale a House in Buckeye, Arizona6:11 From Door Knocking to Wholesaling8:06 Retired Preacher Drives Uber Six Nights a Week to Pay Off Capital Gains Tax Debt10:04 How One Decision Can Impact Your Finances for Years to Come12:38 The Power of Trusts in Fix and Flip Deals14:17 Success Stories and Tips from a Spendthrift Trust Advocate"15:28 How a Trust Can Help You Save Money and Become Judgment Proof This episode covers the following:The features and benefits of trust help investors save money easily and reduce the tax burden. The personal story of Kelly, a retired preacher from New Hampshire who moved to Arizona to make money wholesaling houses. Capital gains and how to minimize taxes on real estate dealsExamples of people who have faced tax bills due to capital gains and how they are dealing with them.And so much more!  About Sally Gimon: Real estate expert Sally Marie Gimon was recently featured in Authority Magazine, discussing Infinite Wealth Strategies. Gimon, who holds a weekly mastermind for her Real Estate group that reaches over 800 investors, also hosts a weekly show called "Money Secrets" on Win, Win Women TV. In addition, Gimon announced she will launch a new podcast called "Stop Paying Capital Gains, now!" She is a regularly featured expert guest on podcasts and summits. Sally is a wealth-building expert. She is a real estate expert and has been a licensed life insurance agent for 19 years. Sally uses proven wealth-building programs such as the Infinite Banking system and Spendthrift Trusts. She assists consumers in becoming debt-free in less time, saving money on capital gains, and protecting financial investments. Sally leads a weekly mastermind for her Real Estate group of over 800 investors, and she broadcasts "Money Secrets" weekly on Win-Win Women TV.A Spendthrift Trust defers Capital Gains into infinity, becomes judgment-proof, and information is 100% private. Gimon offers a FREE Report that teaches how to start benefiting from Day 1. Connect and tune in to Stop Paying Capital Gains, NOW! on: Learn more at www.TheTrustIsYou.comWant to schedule an appointment? Book here: www.thetrustisyou.com/schedulingJoin us every Monday at 8 pm EST for a round of Q&A https://zoom.us/j/85008747185Passcode Fy2kKXTikTok: @spendthrifttrust

Get ready to learn how to Stop Paying Capital Gains, NOW! Sally Gimon is joined by special guest Gabe Sztvorecz, a successful real estate investor who shares his experience on how real estate investing can be the key to achieving financial freedom. With a focus on multifamily properties and the ability to scale money and have high returns, this episode is packed with valuable insights into the benefits and risks of investing in property. From finding real estate investment opportunities to knowing your numbers and doing thorough research, Sally and Gabe stress the importance of making informed investment decisions. Tune in to learn how to take control of your financial future and consider alternative investment options beyond traditional methods.  Outline of this episode:1:19 A Conversation with Gabe, a California-based Investor3:10 A Critical Look at the 401k System6:40 Partnering Up, Raising Funds, and Choosing the Right Property Type9:18 Opportunities in Single-Family and Multifamily Homes14:26 Educate yourself and find an opportunity.16:48 An Optimistic Outlook for 2023 and Why You Should Buy Now Despite High-Interest Rates18:56 How to Take Advantage of High-Interest Rates and Lower Property Prices for Future Profits23:54 Stories and Strategies for Finding Off-Market Deals26:21 Investing in real estate, retirement planning, and financial adviceThis episode covers the following:Capital gains and their effect on real estate investment.Real estate investing as a means of achieving financial freedom.The benefits of multifamily real estate investing, and how to increase property value.The importance of investing money that you can afford to lose, and the need to know your numbers before investing.Real estate investing, including ways to find deals such as auctions, working with real estate agents, and using targeted advertising.And so much more!  About Gabe Sztvorecz:Gabe Sztvorecz is an accomplished, practical, and multilingual Supply Chain Professional and Mechanical Engineer with extensive experience in managing the overall product life cycle. He has expertise in areas such as strategic sourcing, supplier relationship management, contract adherence, true-should-cost analysis, and negotiation. As a Senior Supply Chain Program Manager and Mechanical Engineer, Gabor has worked with organizations of all sizes in the Robotics, Aerospace, Automotive, and Energy industries around the world. He has also built supply chain organizations and tools to help projects scale. Gabor feels comfortable in various settings, whether it's the engineering office, production floor, supplier audit, or building a supply chain team. If you need to reach him, feel free to send a message through LinkedIn. Connect with Gabe on…LinkedIn: https://www.linkedin.com/in/gabor-sztvorecz-04a5851/Connect and tune in to Stop Paying Capital Gains, NOW!Join us at www.TheTrustIsYou.com to learn more about investing and to get involved in our community. We offer Q&A sessions every Monday at 8 pm EST via Zoom, and you can find the link to join at www.thetrustisyou.com/scheduling. https://zoom.us/j/85008747185 Passcode Fy2kKX

On today's episode of the Stop Paying Capital Gains, NOW! Podcast, host Sally Gimon delves into the benefits of setting up an irrevocable, complex, discretionary, non-grantor spendthrift trust. This trust can help investors save money on taxes, protect their assets, and maintain privacy. Sally explains that there are two types of trusts available, the business trust, which is tailored for those earning 1099 income, and the beneficial trust, which is suitable for any investment. Both types of trusts can help investors save on federal taxes and protect themselves from lawsuits. She emphasizes that her main goal is to educate as many investors as possible about this type of trust and how it can benefit them. Additionally, she is starting a new podcast called "Stop Paying Capital Gains, NOW!" to educate more investors on this type of trust.Outline of this episode:1:24 Utilizing Trusts for Tax Savings, Privacy and Protection in Business and Investment Ventures2:50 Maximizing Profits and Minimizing Taxes4:09 Navigating Capital Gains Tax in Business Sales5:36 Streamlining Tax Deferral7:40 Unlock the Secret to Tax Savings9:17 Maximize Your Tax Savings: The Business Trust and Beneficial Trust SolutionThis episode covers the following:Two types of trusts: the business trust for anyone making 1099 income and the beneficial trust for any investmentsSally’s personal success using this trust and saving a significant amount of money on taxesSally’s primary goal is to educate as many investors as possible Her selling investments in Nova techAnd so much more! About Sally Gimon:Real estate expert Sally Marie Gimon was recently featured in Authority Magazine, discussing Infinite Wealth Strategies. Gimon, who holds a weekly mastermind for her Real Estate group that reaches over 800 investors, also hosts a weekly show called "Money Secrets" on Win, Win Women TV. In addition, Gimon announced she will launch a new podcast called "Stop Paying Capital Gains, now!" She is a regularly featured expert guest on podcasts and summits.Sally is a wealth-building expert. She is a real estate expert and has been a licensed life insurance agent for 19 years. Sally uses proven wealth-building programs such as the Infinite Banking system and Spendthrift Trusts. She assists consumers in becoming debt-free in less time, saving money on capital gains, and protecting financial investments. Sally leads a weekly mastermind for her Real Estate group of over 800 investors, and she broadcasts "Money Secrets" weekly on Win-Win Women TV.A Spendthrift Trust defers Capital Gains into infinity, becomes judgment-proof, and information is 100% private. Gimon offers a FREE Report that teaches how to start benefiting from Day 1.Connect and tune in to Stop Paying Capital Gains, NOW! on:Learn more at www.TheTrustIsYou.comWant to schedule your appointment? Book here: www.thetrustisyou.com/schedulingJoin us every Monday 8 pm EST for a round of Q&A: https://zoom.us/j/85008747185 Passcode: Fy2kKX

On today's episode of the Stop Paying Capital Gains, NOW! Podcast, host Sally Gimon sits down with Lesley Batson, an authorized Infinite Banking practitioner, to discuss the concept of Infinite Banking and how to use this powerful strategy to build wealth, control, and liquidity through leverage. Lesley emphasizes the importance of understanding the difference between term life insurance and whole life insurance and how whole life insurance can be a better option for building wealth and passing on equity or death benefits to loved ones without incurring any income tax. This episode also covers the spendthrift trust, a powerful tool for avoiding capital gains and saving money quickly. Join Sally and Lesley as they explore these key concepts! Outline of this episode: 1:46 Debunking Dave Ramsey's Myths4:37 Leveraging Your Wealth for Control and Liquidity6:31 Unlocking the Potential of Infinite Banking and Whole Life Insurance11:20 Understanding Infinite Banking13:36 Leveraging Equity and Building Generational Wealth through Whole Life Insurance16:05 Three reasons why people get life insurance.21:35 Life insurance is like a savings account.23:55 Getting a policy as soon as possible.25:52 The importance of putting after-tax tax dollars.  This episode covers the following:Using a spendthrift trust as a way to save money and avoid paying capital gains tax.The benefits and drawbacks of Infinite Banking as a strategy for paying off debt and building wealthThe concept of "infinite banking" which is a strategy that utilizes cash value life insurance policies as a personal bankThe benefits of using cash value life insurance policiesAnd so much more!  About Lesley Batson: Lesley Batson is the CEO and Chief Wealth Strategist at Rebel Rock Wealth, a wealth strategy firm for independent thinkers. She is a financial professional, trusted advisor, and inspiring speaker who is disrupting the herd mentality around personal and business finance. With candor and the approach that knowledge is power, Lesley educates professionals, investors, and small business owners about how to truly take control of their finances and grow their wealth beyond Wall Street. Connect with Lesley Batson on…Website: www.RebelRockWealth.com LinkedIn: https://www.linkedin.com/in/lbatson/YouTube: https://www.youtube.com/c/RebelRockMoneyTalkFacebook: https://www.facebook.com/RebelRockWealth  Connect and tune in to Stop Paying Capital Gains, NOW! on: Learn more at www.TheTrustIsYou.comWant to schedule your appointment? Book here: www.thetrustisyou.com/schedulingJoin us every Monday 8 pm EST for a round of Q&A: https://zoom.us/j/85008747185 Passcode: Fy2kKX

Today on Stop Paying Capital Gains, NOW! Join Sally Gimon and her special guest, Casey Eberhart, as they discuss personal finance, investing, and tax strategies. Casey, an experienced investor, shares his background in investing and how he started flipping candy and baseball cards at a young age. He currently invests in various things, including cryptocurrency, real estate, and network marketing. He emphasizes the importance of education in investing, having a good tax strategy, and understanding one's risk tolerance. He also encourages listeners to start small with their investments and seek education and mentorship to make informed decisions. In this episode, they also mention the importance of creating passive income and having a philosophy for investing. They recommend the book "Rich Dad, Poor Dad" by Robert Kiyosaki as a good resource for people who are just starting to invest. Outline of this episode:0:00 Exploring Capital Gains and Strategies for Saving Money2:23 The Importance of Multiple Streams of Income5:22 Diversifying Investments: A Look into Casey Everhart's Deal Agnostic Portfolio7:47 Investment Strategies and Risk Tolerance13:07 Exploring the Different Ways to Play the Investment Game:15:22 Legal, Private, and Flexible Asset Management17:45 From Real Estate to Crypto Bots and Tax Strategies22:30 How to Leverage Network Marketing and Real Estate to Achieve Financial Freedom25:16 From Network Marketing to Life Insurance Policies and Infinite Banking27:53 Creating Financial Freedom: Leveraging Investment Strategies and Tax Planning  This episode covers the following:•               Discussion on different types of investments and the importance of tax strategy•               Personal investment in a variety of things like cryptocurrency, real estate, and network marketing•               Emphasis on education in investing and understanding one's own level of risk tolerance•               Encouragement to start small with investments and seek out education and mentorship•               Discussion of the book " " as a resource for beginners•       And so much more!  About Casey Eberhart: Casey is known as "The Ideal Networker" and has made it his mission over the years to collect and connect: he manages relationships and connects people so they can do business together. His Mastermind program, called 'The Platinum Inner Circle,' creates tremendous results for companies that participate and follow his guidance. With members in numerous verticals and locations, the Inner Circle provides one of the most diverse Results-Driven programs available anywhere in the world.  Casey has been turning heads in the training industry. His formulas are simple and easy to learn. As an entrepreneur & investor for most of his life, Casey has a particular affinity for saving businesses time and making them more profitable. His training programs employ a series of easy-to-follow steps to help you reach your true "AWESOMENESS" – whatever industry you're in. Connect with Casey Eberhart on...Website: http://www.PowerNetworkingTips.com (Free PDF of 120 Networking Tips)Website: https://caseyeberhart.com/YouTube: https://www.youtube.com/c/caseyeberhart or http://www.CaseyOnVideo.comTwitter:

In this episode of the Stop Paying Capital Gains, NOW! Podcast Sally Gimon talks about the differences between short-term and long-term capital gains, how to save money by setting up a beneficial trust, and how to use a 1031 exchange. She also gives examples of how her clients have used the trust to save money, such as capital gains for real estate, stock dividends, interest income, rent rolls, and royalties.  Put your capital gains in trust and your future in Sally's hands!Outline of this episode with timestamp:0:02 Stop paying capital gains now.1:42 A Look at the Impact of Long-term vs Short-term Gains"3:49 Navigating the Complexities of Spendthrift Trusts5:22 How to Protect Your Interest Income, Rent Rolls, Royalties, and Business Sales7:02 How a Beneficial Trust Can Save You Money on Real Estate and Business Sales8:57 Maximizing Savings and Protecting Your Wealth10:46 How a Specialized Trust Can Save You Money on Real Estate, Business Sales, and MoreThis episode covers the following:•       Difference between short-term and long-term capital gains •       Current short-term and long-term capital gains rates in the US•       Using a trust to save on capital gains•       Benefits of a beneficial trust •       Examples of how a trust can save you on capital gains, interest income, dividend income, rent rolls, and royalties•       How to set up a trust About Sally Gimon:Real estate expert Sally Marie Gimon was recently featured in Authority Magazine, discussing Infinite Wealth Strategies. Gimon, who holds a weekly mastermind for her Real Estate group that reaches over 800 investors, also hosts a weekly show called "Money Secrets" on Win, Win Women TV. In addition, Gimon announced she will launch a new podcast called "Stop Paying Capital Gains, now!" She is a regularly featured expert guest on podcasts and summits.Sally is a wealth-building expert. She is a real estate expert and has been a licensed life insurance agent for 19 years. Sally uses proven wealth-building programs such as the Infinite Banking system and Spendthrift Trusts. She assists consumers in becoming debt-free in less time, saving money on capital gains, and protecting financial investments. Sally leads a weekly mastermind for her Real Estate group of over 800 investors, and she broadcasts "Money Secrets" weekly on Win-Win Women TV.A Spendthrift Trust defers Capital Gains into infinity, becomes judgment-proof, and information is 100% private. Gimon offers a FREE Report that teaches how to start benefiting from Day 1.Resource Links:Learn more at www.TheTrustIsYou.comWant to schedule an appointment? Book here: www.thetrustisyou.com/schedulingJoin us every Monday at 8 pm EST for a round of Q&A https://zoom.us/j/85008747185Passcode Fy2kKX