Tax Strategy

149 STRATEGY| How tax-deferred alternative IRAs can diversify your retirement savings, and help you raise capital to grow your business. w/Eric Satz.

149 STRATEGY| How tax-deferred alternative IRAs can diversify your retirement savings, and help you raise capital to grow your business. w/Eric Satz.

Eric Satz, founder and CEO of AltoIRA is a former investment banker and early-stage investor with a passion for nurturing startups and raising capital. Eric explains how you can diversify your retirement savings by investing in alternative assets such as real estate, hedge funds, and startups using IRA savings, even as a non-accredited investor. Find out how to to use an alternative investment platform to raise money to fund your next big business expansion.

146 FINANCE | How the right financial advisor can help you maximize the value of your earnings and your business. w/Wayne Titus.

146 FINANCE | How the right financial advisor can help you maximize the value of your earnings and your business. w/Wayne Titus.

Wayne Titus, founder of AMDG Financial and AMDG Business Advisory Services, shares insights from his book: The Entrepreneur’s Guide to Financial Well-Being. Learn how to partner with a financial advisor to develop a plan to reduce your taxable income, increase employee retention, and maximize the value of your business.