1. EachPod

E346: Create Tax Free Income - Kirk Chisholm

Author
Steven Pesavento
Published
Tue 14 Feb 2023
Episode Link
https://investor-mindset.simplecast.com/episodes/e346-create-tax-free-income-with-kirk-chisholm-V9cdKHbY

Key Takeaways

  1. Investing in IRAs 
  2. The legal obstacles that IRAs and retirement funds have towards investments 
  3. Being smart with your assets 
  4. The advantages of hiring vs doing it yourself 
  5. Investing in more than just stocks and bonds 

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest

About our Guest:

Kirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group (IAG). His roles at IAG are co-chair of the Investment Committee and Head of the Traditional Investment Risk Management Group. His background and areas of focus are portfolio management and investment analysis in both the traditional and non-traditional investment markets.

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Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

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