Unlocking Opportunities for Accredited Investors - Episode 567
Release Date: 05/14/2024
The Prosperity Podcast
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info_outlineUnlock the secrets to becoming an accredited investor with our latest Prosperity Podcast episode! Expert Kim shares actionable steps and knowledge on achieving this financial milestone—no products, just pure insight. Learn key definitions, why liquidity matters, and strategies for smart saving. Tune in to level up your investing game!
Prosperity Thinkers is proud to be an affiliate of the transformative Gravy Stack movement, helping individuals around the world unlock their potential and achieve financial freedom. By providing resources, tools, and mentorship, we contribute to creating a culture of abundance, possibility, and growth. Please note, that as an affiliate, we may receive compensation for our efforts. Our collaboration, however, goes beyond financial arrangements; we truly believe in the power of the Gravy Stack movement to change lives and foster prosperity.
Best-selling author Kim Butler and Spencer Shaw show you how to take more control of your finances. Tune in to The Prosperity Podcast to learn more about Prosperity Thinkers' thinking and strategies today!
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Links and Resources from this Episode
- For resources and additional information of this episode go to https://prosperitythinkers.com/podcasts/
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Show Notes
- Defining accredited investor status.
- The importance of liquidity for accredited investors.
- Series 65 as an alternate route to accredited investor status.
- Strategies to build liquidity for investment opportunities.
- Considerations for 401(k) contributions and liquidity.
- The strategy of 'paying yourself first.'
- Utilizing non-retirement account investments for liquidity.
- Creating wealth through business and real estate involvement.
- The importance of transactions in wealth creation.
- Steps to take when approaching accredited investor status.
- The benefits of learning about accredited investments.
- Focusing on specific investment areas as an accredited investor.
- Kim's advice: Go slow and start small to minimize principal loss.
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