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TAX-FREE Wealth Strategies for Real Estate Agents
Manage episode 483720221 series 3662027
What if you could legally redirect your tax dollars to your family or your favorite charity—without breaking the bank or bending the rules?
Chris Cook sits down with financial strategist Peter Lount to break down the essentials of tax-smart wealth protection for real estate professionals.
From transitioning corporate wealth into personal assets to leveraging life insurance as a tax-exempt pipeline, Peter shares practical tools that can help agents stop leaving money on the CRA’s table.
They also explore how charitable giving can be a powerful (and strategic) alternative to hefty tax bills, and why understanding your “burn rate” is a foundational step to long-term financial freedom.
Whether you’re new to the business or earning over $250K annually, this conversation offers critical insights on building—and defending—your financial future.
Listen For:
3:35 Business & Financial Planning for New Agents
5:50 The $250K Tipping Point
13:28 When Should You Start Planning?
17:17 Leveraging Life Insurance Like Real Estate
22:11 What a Strategy Session Actually Looks Like
27:13 Inside Peter’s Upcoming Workshop
Connect with guest: Peter Lount
Email | Website | Instagram | LinkedIn
Connect with Chris:
Chapters
1. TAX-FREE Wealth Strategies for Real Estate Agents (00:00:00)
2. Business & Financial Planning for New Agents (00:03:35)
3. The $250K Tipping Point (00:05:50)
4. When Should You Start Planning? (00:13:28)
5. Leveraging Life Insurance Like Real Estate (00:17:17)
6. What a Strategy Session Actually Looks Like (00:22:11)
7. Inside Peter’s Upcoming Workshop (00:27:13)
5 episodes
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