Apr 28, 2021
This episode is part 4 of my
conversation with Jennifer Falloon. She is the Sales Manager for
taxfreefuture.com, a self-directed IRA company. She has been in the
business for over eight years and is involved in 95-million worth
of assets.
Let’s jump right into this
episode and learn more about the benefits and beauty of a
self-directed IRA.
[00:01 - 05:44] Accreditation Form
- Accredited vs. sophisticated investors
ruling
-
- You have to get the accreditation form on
multifamily, but you do not have to be accredited.
- An expression of interest.
- Do not let your money just sit there; invest
it.
- Art and antiques investment.
- Arms-length transaction only for real
estate.
- We have our own scenarios, and everybody’s
scenarios are different.
[05:45 - 15:24] Tax Free Future.com
- Let’s talk about your investment goals and what
you want through consultation with taxfreefuture.com.
- Jennifer talks about how to sign up and the
administration of taxfreefuture.com.
- Taxfreefuture.com is not a great fit for
everybody, but you need that mentoring, tax attorney, and
education.
- Hanging out and being friends with the gurus is
what made us millionaires.
- Two or three weeks processing time.
-
- Have your checking account open an
investor-friendly Bank.
- Your money available as soon as it hits the
bank
- Self-directed account from the
get-go.
-
- Jennifer talks about how she can develop
relationships with top-tier people in the space.
- Jennifer shares her ups-and down journey in
real estate
-
- She talks about her post-divorce
trauma
[15:25 - 22:58] Wealth-building Mindset
- Wealth-building mindset.
-
- If you are smart people, your money would be
invested and growing, not only available for
vacation.
- Real estate and antiques appreciate in
value
- Are you really wealth-building, or are you just
thinking you are rich?
- The difference between things and assets with
values.
- Men and women have their own strengths and
weaknesses, that’s why we’re supposed to work well
together.
-
- Real estate is such a male-dominated industry;
therefore, we need to be heard more.
- Final words from Jennifer and me.
Tweetable Quotes:
“Hanging out and being
friends with the gurus is what made us millionaires.”- Jennifer
Falloon.
“Are you really
wealth-building, or are you just thinking you are rich?”- Jennifer
Falloon.
“Men and women have their
own strengths and weaknesses; that’s why we’re supposed to work
well together.”- Jennifer Falloon.
To know more or connect with
Jennifer, visit her company’s website at taxfreefuture.com or www.vorsainvestments.com.
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