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Adam Doran - 52 Units As A Limited Partner; Why Life Insurance and Real Estate Go Hand-In-Hand
Manage episode 285775980 series 2848637
Work hard, but make your money work harder for you. That’s what Adam Doran and I have talked about in this episode. We already know real estate can be a valuable source of passive income, but Adam will tell us why life insurance can make our real estate investing better--or specifically, more profitable.
Adam is a wealth advisor at Prevail Innovative Wealth Strategies, helping clients build sustainable, tax-advantaged wealth and long-term income. Before jumping into real estate, he was a police officer for 16 years.
Let’s listen to Adam and know why life insurance and real estate go hand-in-hand!
[00:01 - 06:19] Opening Segment
- Let’s get to know Adam Doran
- His path to real estate after 16 years as a police officer
[06:20 - 15:45] Investments of Wealthy People
- Where do wealthy people invest their money?
- He recalls his first year working in real estate
- Adam tells us the perks of multifamily
[15:46 - 27:55] Term vs. Whole Life Insurance
- The good problem to have in real estate for Adam
- Term insurance vs. whole life insurance
- Adam weighs in
- How to leverage your insurance policy
- A tax-efficient vehicle to build your family legacy
[27:56 - 37:22] Tax-Free Non-Reportable Retirement Income
- How to build a foundational capital strategy
- Adam explains
- Here are creative investing ideas from Adam you should hear
- How to get tax-free income in your retirement
[37:23 - 40:30] Closing Segment
- Connect with Adam. Links below
- Final words from Adam and me
Tweetable Quotes:
“A lot of the real estate investor clients I work for, family legacy is a big piece.” - Adam Doran
“Frankly, tax-free money that you don’t have to report to the IRS as an income in retirement trumps money that you have in a 401(k)...” - Adam Doran
------------------------------------------------------------------------------------------
Call 913.548.1447 to connect with Adam or follow him on LinkedIn. Visit Prevail Innovative Wealth Strategies and their Facebook, LinkedIn, and YouTube pages.
Guest email: adoran@prevailiws.com
Connect with me:
https://www.5tcre.com/
Watch 5T CRE on YouTube
Leave us a review and receive your free ebook
Email us --> abel@5tcre.com
252 つのエピソード
Manage episode 285775980 series 2848637
Work hard, but make your money work harder for you. That’s what Adam Doran and I have talked about in this episode. We already know real estate can be a valuable source of passive income, but Adam will tell us why life insurance can make our real estate investing better--or specifically, more profitable.
Adam is a wealth advisor at Prevail Innovative Wealth Strategies, helping clients build sustainable, tax-advantaged wealth and long-term income. Before jumping into real estate, he was a police officer for 16 years.
Let’s listen to Adam and know why life insurance and real estate go hand-in-hand!
[00:01 - 06:19] Opening Segment
- Let’s get to know Adam Doran
- His path to real estate after 16 years as a police officer
[06:20 - 15:45] Investments of Wealthy People
- Where do wealthy people invest their money?
- He recalls his first year working in real estate
- Adam tells us the perks of multifamily
[15:46 - 27:55] Term vs. Whole Life Insurance
- The good problem to have in real estate for Adam
- Term insurance vs. whole life insurance
- Adam weighs in
- How to leverage your insurance policy
- A tax-efficient vehicle to build your family legacy
[27:56 - 37:22] Tax-Free Non-Reportable Retirement Income
- How to build a foundational capital strategy
- Adam explains
- Here are creative investing ideas from Adam you should hear
- How to get tax-free income in your retirement
[37:23 - 40:30] Closing Segment
- Connect with Adam. Links below
- Final words from Adam and me
Tweetable Quotes:
“A lot of the real estate investor clients I work for, family legacy is a big piece.” - Adam Doran
“Frankly, tax-free money that you don’t have to report to the IRS as an income in retirement trumps money that you have in a 401(k)...” - Adam Doran
------------------------------------------------------------------------------------------
Call 913.548.1447 to connect with Adam or follow him on LinkedIn. Visit Prevail Innovative Wealth Strategies and their Facebook, LinkedIn, and YouTube pages.
Guest email: adoran@prevailiws.com
Connect with me:
https://www.5tcre.com/
Watch 5T CRE on YouTube
Leave us a review and receive your free ebook
Email us --> abel@5tcre.com
252 つのエピソード
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