330: Tax diversification and Money Myths with Stephanie Walter

Wealth Matters By Alpesh Parmar

Today’s guest, Stephanie Walter, is the CEO of Erbe Wealth, a capital raiser, syndicator, and author of her new book, “Shattering Money Myths: How the Wealthy Invest. She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professional people to “unlearn” what most of us have been wired to think about money and re-educating people on attaining lasting wealth. Stephanie lives with her husband and young son in Colorado.

*DISCLAIMER - We are not giving any financial advice. Please DYOR*

(00:00 - 01:48) Opening Segment

- Stephanie is introduced as the guest Hosts

- Stephanie shares something interesting about herself

(01:48 - 22:28) Tax diversification and Money Myths

- What the wealthy do differently in regards to money and their investments

- What are some of the money myths you discuss in your book?

- What is Tax treatment diversification

- What strategies for investing do you recommend people look into?

- Is it possible to set up a tax free income in retirement? How is this done?

(22:28 - 33:09) Fire Round

- Stephanie shared if she would change her investment strategy

- Stephanie also shares her favorite Finance, real estate book, or any related book

- Also Stephanie shared about the website and tools that she can recommend

- Stephanie's advice to beginner investors

- Also shared how she gives back

(33:09 - 34:12) Closing Segment

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