In this episode, we talk with a syndicator who is also a private wealth advisor. Cathy Bearce and I discuss aspects of the financial advisor world and why diversifying beyond stocks and bonds is crucial for business owners aiming for financial independence. Cathy shares her journey from the traditional financial space to exploring real estate and multifamily investments. Her goal? To help clients build multiple income streams, reduce tax bills, and achieve true financial freedom.

Listen to my podcast, Harder Working Money, where we discuss entrepreneurship, investments, real estate, and tax strategies for business owners.

https://apple.co/44OCvyt

You can invest in my real estate deals! Go to https://www.passivecapitalpartners.com

Host Contact Details:

Brian O'Neill - Passive Capital Partners

passivecapitalpartners.com

Business owners, my social media channels are the perfect place to learn more about how I invest my extra business income into hard assets (apartments, self-storage, oil/gas wells) that produce cash flow and tax savings.

Facebook: Brian.Oneill.Investor

Instagram: Brian_Oneill_Investor

Youtube: Harder Working Money

Linkedin: brian-oneill-pcp

Guest contact details:

781-330-8309

http://www.wealthstaradvisors.com/

Cathy also shares the challenges business owners face, such as selling a business and dealing with substantial capital gains. Cathy emphasizes the importance of exploring alternative strategies like real estate and oil and gas investments to optimize tax benefits.

Tune in to learn how Cathy is bridging the gap between private wealth advising and alternative investments, offering business owners a pathway to more passive income and control over their financial future. Remember, it's not just about the returns; it's about achieving your financial goals