• Saving Millions with the Deferred Sales Trust with Joe Walters & Jeff Joaquin

  • 2024/12/18
  • 再生時間： 42 分
  • ポッドキャスト

Saving Millions with the Deferred Sales Trust with Joe Walters & Jeff Joaquin

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  • In this episode of the Build it to Billions podcast, host Brett Swarts sits down with Jeff Joaquin, co-founder of Marquee Media Solutions, and financial advisor Joe Walters, CFP, to discuss Jeff's journey of scaling his digital billboard empire and executing a strategic exit. Jeff shares how he leveraged the Deferred Sales Trust to defer massive capital gains taxes, maintain financial flexibility, and continue building his legacy. Joe Walters dives into the financial strategy behind the trust, including innovative investments in AI with Nvidia stock. Tune in for actionable insights on wealth preservation, tax efficiency, and leaving a lasting impact.


    #BuildItToBillions #JeffJoaquin #MarqueeMediaSolutions #DeferredSalesTrust #CapitalGainsTax #WealthPreservation #FinancialStrategy #TaxEfficiency #AIInvesting #NvidiaStock #FinancialFlexibility #LegacyBuilding #ExitStrategy #DigitalBillboardEmpire #InvestmentStrategies #JoeWaltersCFP

    #EntrepreneurInsights #TaxDeferralStrategies
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あらすじ・解説

In this episode of the Build it to Billions podcast, host Brett Swarts sits down with Jeff Joaquin, co-founder of Marquee Media Solutions, and financial advisor Joe Walters, CFP, to discuss Jeff's journey of scaling his digital billboard empire and executing a strategic exit. Jeff shares how he leveraged the Deferred Sales Trust to defer massive capital gains taxes, maintain financial flexibility, and continue building his legacy. Joe Walters dives into the financial strategy behind the trust, including innovative investments in AI with Nvidia stock. Tune in for actionable insights on wealth preservation, tax efficiency, and leaving a lasting impact.


#BuildItToBillions #JeffJoaquin #MarqueeMediaSolutions #DeferredSalesTrust #CapitalGainsTax #WealthPreservation #FinancialStrategy #TaxEfficiency #AIInvesting #NvidiaStock #FinancialFlexibility #LegacyBuilding #ExitStrategy #DigitalBillboardEmpire #InvestmentStrategies #JoeWaltersCFP

#EntrepreneurInsights #TaxDeferralStrategies
続きを読む 一部表示

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