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The Academy Presents podcast


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.
    • IRA or 401K
  • 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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