The 1031 Alternative for Real Estate Tax Mitigation
Unlock Your Wealth Starring Heather Wagenhals
Selling real estate comes with a few well-known options, but none of them are perfect. Take the 1031 exchange: you have just 45 days to identify a property and 180 days to close. The financing has to line up, and you’re stuck with contingencies that can cut your buyer pool in half. No wonder 60% of 1031 exchanges end up paying some or all the taxes anyway. Your next option? Just pay the tax. Depending on your state, that could mean losing 30% or more of your sale proceeds—money that’s gone forever. Another option often promoted is the DST. Sounds good on the surface, but when you peel...
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Hire Like a Millionaire: Kasim Aslam’s Roadmap to Remote Rockstar Teams
Unlock Your Wealth Starring Heather Wagenhals
HIRE: The Human Element in Hiring A-Players by Kasim Aslam—entrepreneur, marketing visionary, and co-founder of the Driven Mastermind is a commanding read. Discover how Kasim’s Pareto Talent Framework transforms hiring from guesswork into strategy, helping leaders attract the top 1% of global performers and build high-output remote teams. Heather shares why this book isn’t just a hiring manual—it’s a values-first, performance-driven approach that empowers both businesses and the people who work in them. If you’ve ever struggled with team-building or scaling talent, this...
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From Fed Calm to Tech Triumph: Keeping Your Strategy on Track
Unlock Your Wealth Starring Heather Wagenhals
Tech Roars, the Fed Waits Weekend Wisdom – Unlock Your Wealth with Heather Wagenhals Markets ended the week with a familiar split: big tech led the charge while broader sectors lagged behind. The S&P 500 and Nasdaq posted gains, thanks in large part to Nvidia’s explosive earnings beat and bullish AI outlook. Meanwhile, investors parsed Fed minutes and adjusted expectations around upcoming rate cuts. In this Weekend Wisdom episode, Heather Wagenhals breaks down the week’s key moves—including a closer look at Nvidia’s influence, market breadth concerns, and what...
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Inflation Anticipation Freezes the Market
Unlock Your Wealth Starring Heather Wagenhals
Inflation Anticipation Freezes the Market [Morning Market Mindset – Tuesday, May 13, 2025] Markets are idling this morning as traders wait for tomorrow’s inflation report — the Consumer Price Index — to set the tone for what’s next. Welcome back, WealthBuilders — and those on schedule to be a millionaire. I’m Heather Wagenhals, and this is your Morning Market Mindset for Tuesday, May 13th. Market Snapshot U.S. stock futures are flat to slightly higher: S&P 500 futures up just 0.1% Nasdaq futures showing mild strength, up 0.2% Dow...
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Market Cautious as Investors Eye Inflation Data on Morning Market Mindset
Unlock Your Wealth Starring Heather Wagenhals
Markets opened the week cautiously as investors await this Wednesday’s all-important CPI report — a key data point that could shape the Fed’s rate path. In today’s Morning Market Mindset, Heather Wagenhals breaks down the pre-market moves in stocks, upcoming earnings from retail giants like Home Depot and Walmart, and what to watch in global commodities. She also shares a focused perspective on why sticking to your plan matters more than short-term market noise. Tune in to Morning Market Mindset – Monday, May 12, 2025. Subscribe and share the show to stay ahead of the...
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Jobs Jolt and Fed Fizzles: What’s Next for Markets?
Unlock Your Wealth Starring Heather Wagenhals
Jobs Jolt and Fed Fizzles: What’s Next for Markets? Morning Market Mindset – Monday, May 5 The week kicks off with a pullback in the S&P 500 as markets react to a new wave of global trade tensions. Heather Wagenhals breaks down what’s behind the sudden dip, including another round of tariffs from former President Trump, the aftermath of Friday’s weak jobs report, and how traders are adjusting their expectations for the Fed. She also unpacks the latest moves in oil, gold, Bitcoin, and what to watch as earnings continue with Disney, Uber, and Arm on deck. Don’t miss...
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Jobs Are Up — Is the Rally for Real?
Unlock Your Wealth Starring Heather Wagenhals
Markets Rally as Jobs Data and Trade Hopes Fuel Optimism In today’s Unlock Your Wealth Morning Market Mindset, Heather Wagenhals discusses the market’s positive response to April’s strong jobs report and potential U.S.-China trade negotiations. With the S&P 500 aiming for its longest winning streak since 2004, and tech giants like Meta and Microsoft reporting robust earnings, investor sentiment is buoyant. However, warnings from Apple and Amazon about tariff impacts serve as a reminder to stay informed and strategic. Tune in for insights to navigate today’s market landscape....
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Tech Surges, GDP Shrinks — What Gives?
Unlock Your Wealth Starring Heather Wagenhals
The economy contracted, but tech stocks are soaring — what’s really going on in the markets? In this episode of Morning Market Mindset, financial strategist and behavioral wealth expert Heather Wagenhals unpacks the disconnect between shrinking GDP and rising stock futures. You’ll learn: Why Microsoft and Meta are powering market optimism What today’s economic data says about consumer strength How to read mixed market signals without emotional reactivity The mindset shift successful investors use during volatility Plus, Heather shares today’s Money Mantra to help you stay...
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How To Avoid This Mortgage Rate Mistake
Unlock Your Wealth Starring Heather Wagenhals
How To Avoid This Mortgage Rate Mistake Unlock Your Wealth Starring Heather Wagenhals On today's episode, Matt Nye of Infinite Wealth Builder returns to reveal this mortgage rate mistake most people don't know they're making. You'll Learn: Why is interest rate calculation important? What impact this has on your profit when selling What you can do to beat this mortgage rate mistake. And, so much more... Visit for details and Matt's free ebook. Grab your FREE Unlock Your Wealth 20th Anniversary subscription to Read It For Me and a...
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Is the Gold Inflation Relationship broken Featuring Rich Checkan
Unlock Your Wealth Starring Heather Wagenhals
Unlock Your Wealth Starring Heather Wagenhals On today's episode, Rich Checkan of returns for Season 20 to discuss the state of the economy, inflation, and how to fight it with your wallet. You'll Learn: Is the gold inflation relationship irreparably broken? What impact inflation has right now Is gold a good buy now? How to invest effectively And, so much more... Grab your FREE Unlock Your Wealth 20th Anniversary subscription to Read It For Me and a complimentary discovery call with Heather right . That's right,...
info_outlineSelling real estate comes with a few well-known options, but none of them are perfect.
Take the 1031 exchange: you have just 45 days to identify a property and 180 days to close. The financing has to line up, and you’re stuck with contingencies that can cut your buyer pool in half. No wonder 60% of 1031 exchanges end up paying some or all the taxes anyway.
Your next option? Just pay the tax. Depending on your state, that could mean losing 30% or more of your sale proceeds—money that’s gone forever.
Another option often promoted is the DST. Sounds good on the surface, but when you peel back the layers, you’ll find heavy commissions—sometimes 12 to 16%—and steep fees. Add in strict rules on how you can exit, and in the end, the net return to you is often only about 5%. That just doesn’t work for most investors.
And while there are plenty of other programs being pitched, most don’t pass the IRS’s three required tests for tax deferral. At Q companies, they’ve done the due diligence—almost all of them fail at least one, and many fail all three. In an audit, that means you lose.
But there is a simpler way.
And the IRS already recognizes and even provides a publication for—Publication 537. It’s called an Installment Sale Trust (IST). The documents to set it up are straightforward, about 11 pages, and it’s direct, easy, and more critical, it's compliant.
That’s why we’re hosting a Virtual Financial Summit. We’ll walk you through all of these options—the 1031 exchange, paying the tax, DSTs, and others—so you can see the benefits and drawbacks for yourself. Most importantly, we’ll show you how the IST can help you potentially reach a zero-tax bracket.
Comment ZERO TAX to learn how to better manage your real estate investments. I'm Heather Wagenhals showing you how to mitigate taxes, now go out and Unlock Your Wealth today.
Visit UnlockYourWealth.com for more great resources, tools, and strategies to overcome your personal and professional challenges to get out of debt, achieve financial freedom and live life on your terms today!