Welcome to Episode 187 of Building My Legacy.
In this podcast Stephanie Walter, CEO of ERBE Wealth, talks about how the wealthy become wealthy and maintain that wealth. More importantly, she explains that anyone can follow this successful formula by ensuring their investments create cash flow. Stephanie’s company specializes in real estate syndication — putting together a group of investors to purchase a piece of real estate that’s bigger than anyone could buy on their own. Investors are paid a monthly distribution — typically more than they’d earn on more traditional investments such as a 401k.
Syndication also offers important tax advantages, as Stephanie explains, another reason the wealthy are attracted to this type of investment. Whether you’re a would-be entrepreneur looking for a profitable business … someone who’s not getting ahead in a “W-2 job” … or looking for a new way to build your legacy … you’ll find our discussion with Stephanie very interesting.
So if you want to know:
- What you need to “unlearn” to begin investing as the wealthy do
- Why syndication can be a safe investment — even during a recession
- Why most wealthy investors don’t have a 401k
- How successful syndicators choose their markets and their properties
- The tax advantages of “cost segregation” and 1031 exchange properties
About Stephanie Walter
The CEO of Erbe Wealth, Stephanie Walker is a capital raiser, syndicator, 1031 exchange advisor and real estate investor. After selling the insurance agency she owned for 16 years, she now teaches people to “unlearn” what most of us have been wired to think about money and re-educates people on attaining lasting wealth. She sees herself as the gateway between investors and well vetted deals. You can learn more about Stephanie and her company at her website, erbewealth.com
About Lois Sonstegard, PhD
Working with business leaders for more than 30 years, Lois has learned that successful leaders have a passion to leave a meaningful legacy. Leaders often ask: When does one begin to think about legacy? Is there a “best” approach? Is there a process or steps one should follow?
Lois is dedicated not only to developing leaders but to helping them build a meaningful legacy. Learn more about how Lois can help your organization with Leadership Consulting and Executive Coaching:
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