REPLAY - Wealth Series 2.0 - Episode 16 - Impact
10/13/23 • 45 min
*The giveaway has now closed. Wealth Series 2.0 has impacted the spending, saving, and investing habits for listeners of all ages. In episode sixteen, Bob Stewart and Chad Hyams interview three participants to learn their key takeaways and action plans for building wealth.
Disclaimer: You should not use our advice to make financial decisions. We highly recommend you seek professional advice from someone authorized to provide investment and retirement advice.
In this episode, we cover the following:
- Discovering the impact of Wealth Series 2.0 [1:37]
- Being in control of your spending, saving, and investing [4:58]
- Shifting your money mindset [6:00]
- Completing the series in full [7:30]
- Finding support [9:11]
- Making time to find ways to save [12:14]
- Spending, saving, and investing habits [20:04]
- Reassessing purchasing habits [29:24]
- Finding ways to make saving easier [30:37]
- Learning all you can about wealth building [33:31]
- Chad and Bob’s reflections on Wealth Series 2.0 [39:44]
Resources discussed in this episode:
- Enroll in Wealth Series 2.0: https://WinMakeGive.com/wealth/ to receive all the workbooks and have the resources emailed to you directly
- Download the workbook and resources for Episode 16 at https://winmakegive.com/wealth-part-16/
- Win Make Give Facebook group: https://www.facebook.com/groups/WinMakeGive
Connect with the hosts:
- Ben Kinney: https://www.BenKinney.com/
- Bob Stewart: https://www.linkedin.com/in/activebob
- Chad Hyams: https://ChadHyams.com/
- Book one of our co-hosts for your next event: https://WinMakeGive.com/speakers/
More ways to connect:
- Sign up for our weekly newsletter: https://WinMakeGive.com/sign-up
- Explore the Win Make Give Podcast Network: https://WinMakeGive.com/
- Listen to Win Make Give Season 3 on YouTube: bit.ly/3pPEdAx
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Part of the Win Make Give Podcast Network
*The giveaway has now closed. Wealth Series 2.0 has impacted the spending, saving, and investing habits for listeners of all ages. In episode sixteen, Bob Stewart and Chad Hyams interview three participants to learn their key takeaways and action plans for building wealth.
Disclaimer: You should not use our advice to make financial decisions. We highly recommend you seek professional advice from someone authorized to provide investment and retirement advice.
In this episode, we cover the following:
- Discovering the impact of Wealth Series 2.0 [1:37]
- Being in control of your spending, saving, and investing [4:58]
- Shifting your money mindset [6:00]
- Completing the series in full [7:30]
- Finding support [9:11]
- Making time to find ways to save [12:14]
- Spending, saving, and investing habits [20:04]
- Reassessing purchasing habits [29:24]
- Finding ways to make saving easier [30:37]
- Learning all you can about wealth building [33:31]
- Chad and Bob’s reflections on Wealth Series 2.0 [39:44]
Resources discussed in this episode:
- Enroll in Wealth Series 2.0: https://WinMakeGive.com/wealth/ to receive all the workbooks and have the resources emailed to you directly
- Download the workbook and resources for Episode 16 at https://winmakegive.com/wealth-part-16/
- Win Make Give Facebook group: https://www.facebook.com/groups/WinMakeGive
Connect with the hosts:
- Ben Kinney: https://www.BenKinney.com/
- Bob Stewart: https://www.linkedin.com/in/activebob
- Chad Hyams: https://ChadHyams.com/
- Book one of our co-hosts for your next event: https://WinMakeGive.com/speakers/
More ways to connect:
- Sign up for our weekly newsletter: https://WinMakeGive.com/sign-up
- Explore the Win Make Give Podcast Network: https://WinMakeGive.com/
- Listen to Win Make Give Season 3 on YouTube: bit.ly/3pPEdAx
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Part of the Win Make Give Podcast Network
Previous Episode
REPLAY - Wealth Series 2.0 - Episode 15 - Advanced Tax Strategies
*The giveaway has now closed. Did you know the tax code offers multiple incentives that anyone, not just the wealthy, can use to reduce their tax burden? In episode fifteen of Wealth Series 2.0, Ben Kinney, Bob Stewart, and Chad Hyams talk with tax consultant, CPA, and Rich Dad Advisor® Tom Wheelwright about his newest book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make,” and how certain activities earn sizeable tax deductions.
Disclaimer: You should not use our advice to make financial decisions. We highly recommend you seek professional advice from someone authorized to provide investment and retirement advice.
In this episode, we cover the following:
- Educating yourself about the tax codes [1:30]
- Partnering with the government [5:56]
- What does it really mean to pay less tax? [8:32]
- Tax deductions with traditional retirement accounts [10:49]
- Benefits of using non-qualifying retirement plans [14:30]
- Tax deductions using stocks [18:30]
- Donating stocks and donor-advised funds [18:40]
- Why the government wants you to invest in real estate [22:15]
- Buying investment properties [23:10]
- Standard and bonus depreciation [26:38]
- Benefits of a 1031 exchange [36:02]
- Homeownership and tax-free investing [37:45]
- Tax strategies for business ownership [39:30]
- Tax benefits of hiring your children [40:30]
- Deducting business expenses [41:48]
- Section 1202 tax gain for small business stock [44:45]
- Home office deductions [46:10]
- Tax incentives for energy [47:33]
- Reducing your taxes by using the tax laws [52:56]
- One sign of a good tax advisor [55:55]
Resources discussed in this episode:
- Enroll in Wealth Series 2.0: https://WinMakeGive.com/wealth/ to receive all the workbooks and have the resources emailed to you directly
- Download the workbook and resources for Episode 15 at https://winmakegive.com/wealth-part-15/
- Win Make Give Facebook group: https://www.facebook.com/groups/WinMakeGive
Connect with the hosts:
- Ben Kinney: https://www.BenKinney.com/
- Bob Stewart: https://www.linkedin.com/in/activebob
- Chad Hyams: https://ChadHyams.com/
- Book one of our co-hosts for your next event: https://WinMakeGive.com/speakers/
More ways to connect:
- Sign up for our weekly newsletter: https://WinMakeGive.com/sign-up
- Explore the Win Make Give Podcast Network: https://WinMakeGive.com/
- Listen to Win Make Give Season 3 on YouTube: bit.ly/3pPEdAx
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Part of the Win Make Give Podcast Network
Next Episode
REPLAY - Wealth Series 2.0 - Episode 17 - Commitment
*The giveaway has now closed. With all the knowledge you’ve gained in Wealth Series 2.0, it’s time to commit to healthy financial habits. In the final episode, Ben Kinney, Bob Stewart, and Chad Hyams discuss key takeaways and the importance of applying what you’ve learned.
Disclaimer: You should not use our advice to make financial decisions. We highly recommend you seek professional guidance from someone authorized to provide investment and retirement consulting.
In this episode, we cover the following:
- Defining wealth and building healthy financial habits [1:37]
- Continuing your journey with Win Make Give [3:10]
- Recap of Wealth Series 2.0 [5:24]
- Chad’s key takeaways [11:30]
- Bob’s key takeaways [14:14]
- Ben’s key takeaways [16:07]
- Knowing your numbers [22:12]
- Paying fewer taxes and investing smartly [24:04]
- Creating a wealth plan and retirement strategy [24:38]
- Recapping tools and strategies [26:19]
- Reflections on Wealth Series 2.0 [39:44]
Resources discussed in this episode:
- Enroll in Wealth Series 2.0: https://WinMakeGive.com/wealth/ to receive all the workbooks and have the resources emailed to you directly
- Download the workbook and resources for Episode 17 at https://winmakegive.com/wealth-part-17/
- Win Make Give Facebook group: https://www.facebook.com/groups/WinMakeGive
Connect with the hosts:
- Ben Kinney: https://www.BenKinney.com/
- Bob Stewart: https://www.linkedin.com/in/activebob
- Chad Hyams: https://ChadHyams.com/
- Book one of our co-hosts for your next event: https://WinMakeGive.com/speakers/
More ways to connect:
- Sign up for our weekly newsletter: https://WinMakeGive.com/sign-up
- Explore the Win Make Give Podcast Network: https://WinMakeGive.com/
- Listen to Win Make Give Season 3 on YouTube: bit.ly/3pPEdAx
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Part of the Win Make Give Podcast Network
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