I completely agree with you! My first 100k took a long time and wasn't that special to be honest with you. Once I hit 300K that is the game changer in my opinion. At this point my money is basically making me a pretty good yearly salary. When I go to sleep at night I know my money is making decent money with the help of my FA
Nice. People often underestimate financial advisors' importance. Over 50 years of data reveal that those who work with advisors typically earn more than those who go it alone. I've been fortunate to work with one for 13 years, resulting in a $1 million portfolio, largely from early investments in AI and other growth stocks.
Hey Carl how goes it? To get a better understanding. How does one pay for the annuity. Do you seek out an annuity for a certain amount that pays out 12k monthly and just pay the premium from the business.
What are the most important due diligence things I need to do if I do an annuity deal? The SBA is slow and requires lots of due diligence but that can be a feature. If I bypass this then I need to know how to do due diligence properly.
Great video, The first $100,000 invested was amazing. But when you hit $300,000 it’s like smashing the glass ceiling! I cried.
I completely agree with you! My first 100k took a long time and wasn't that special to be honest with you. Once I hit 300K that is the game changer in my opinion. At this point my money is basically making me a pretty good yearly salary. When I go to sleep at night I know my money is making decent money with the help of my FA
Nice. People often underestimate financial advisors' importance. Over 50 years of data reveal that those who work with advisors typically earn more than those who go it alone. I've been fortunate to work with one for 13 years, resulting in a $1 million portfolio, largely from early investments in AI and other growth stocks.
I've been considering but haven't been proactive. Can you recommend your advisor? Could really use some assistance.
"Nicole Anastasia Plumlee" is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment.
I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip
So it’s basically a 100% seller financing loan, but that sounds like a benefit to the buyer whereas an annuity deal emphasis the benefit to the seller
Why do you say they'll only net half on a million dollar transaction. Isn't capital gains tax only 15%?
how do I pay if the seller company has more than one director ?
Hey Carl how goes it?
To get a better understanding. How does one pay for the annuity. Do you seek out an annuity for a certain amount that pays out 12k monthly and just pay the premium from the business.
What are the most important due diligence things I need to do if I do an annuity deal? The SBA is slow and requires lots of due diligence but that can be a feature. If I bypass this then I need to know how to do due diligence properly.
Superb
thank you