1. EachPod

Ep279 Adam Doran on How to Build a Tax-Free Wealth Strategy

Author
Julie Holly
Published
Thu 12 May 2022
Episode Link
None

How can you create a tax-free wealth strategy? 

With control, clarity, and confidence. If we don't understand where we want to go, it's very difficult to take any action at all or to feel confident about taking action.  The place to begin is with education. 


Adam Doran, an  Investment Adviser Representative, joins me today to bring clarity and answer some very important questions on how to build a tax-free wealth strategy. From his own educational process to how to vet someone and know if they are the expert you need. 


To find out more about Adam or to connect with him, you can find him on Linked-in or go to the website at  https://prevailiws.com/


To find out more about partnering or investing in a multifamily deal schedule a call here https://calendly.com/threekeysinvestments/get-acquainted-call

Download a free e-book on Why Invest in Multifamily at ThreeKeysInvestments.com

Please RSS: Review, Subscribe, Share!

Support the show (and my reading addiction)! 


https://www.buymeacoffee.com/AskMeHowIKnow 

I’m speaking at Deal Maker Live - one of the biggest multifamily conferences of the year! Join me and a roster of other industry experts. Save 10% on the ticket price with code jholly22 here -- dealmakerliveevent.com  See you there!



If this episode gave you language you’ve been missing, please rate and review the show so more high-capacity humans can find it.

Explore Identity-Level Recalibration
Follow Julie Holly on LinkedIn for more recalibration insights

Schedule a conversation with Julie to see if The Recalibration is a fit for you

Download the Misalignment Audit

Subscribe to the weekly newsletter

Join the waitlist for the next Recalibration cohort

This isn’t therapy. This isn’t coaching. This is identity recalibration — and it changes everything.




Share to: