Stephanie Walter is a capital raiser, syndicator, and CEO of Erbe Wealth. 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 she re-educates people to learn the secrets of the wealthy investor that can be life-transforming. She is a gateway between these professionals and well-vetted deals.
Over years of working with her investors, Stephanie discovered that the very wealthy view and use money differently than the rest of us; they actively have their money working for them -- sometimes at several places at the same time! They also strategically look at tax mitigation on every investment whether that is taking advantage of cost segregation or by using 1031 exchanges to invest in syndicated opportunities. Stephanie realized these strategies can be used by anyone, not just the rich. Her passion is teaching people these concepts on attaining lasting wealth.
Stephanie’s goal is to connect her select group of investors, “her tribe”, with investment opportunities that she’s found and vetted to be extremely desirable. And at the end of the day, Stephanie is looking to help her investors reach their financial goals.
Jack and Stephanie chat about:
What the wealthy do differently in regards to money and their investments
Reasons to not put your money in a 401K
What is a 1031 exchange and how can you use it to invest in these syndicated opportunities? What is cost segregation?
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