Monthly Archives: August 2023

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Solo 401k Planning with Rachel Nabers (Ep. 20)

Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, Wealth, , , , , , , , , ,

Do you have a side business, or are you an entrepreneur looking for a way to save independently for retirement? 

Are you aware of the inner workings of a solo 401k and how it differs from a regular 401k? 

We have the answers you need!

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP®, are joined by Rachel Nabers, one of the world’s experts in solo 401k’s, to discuss what exactly they are and how you can use them.

Rachel discusses: 

  • How COVID-19 has affected the onset of one’s career
  • Insights on what the future of online business models looks like
  • Contribution limits for a solo 401k
  • Mega backdoor Roth contributions: what they are and how they work
  • And more

Connect with Rachel Nabers:

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About Our Guest:

Rachel Nabers is one of the leading experts on solo 401k plans. She has a passion for helping entrepreneurs, solopreneurs, and small business owners, who she views as the backbone of the US economy. Rachel works side by side with her husband, Jeff Nabers, CEO and founder of solo 401k.com.

 

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Discover The Power of 1031 Exchanges with Lonnie Nielson (Ep. 19)

Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, Wealth, , , , , , , , , ,

Are you a property investor looking to maximize your profits while minimizing your tax liability?

Join Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP® for this exciting new episode that dives deep into the world of 1031 exchanges.

Listen in as they are joined by Lonnie Nielson, a specialist in 1031 exchanges and the Transaction Coordinator at 1031 Pros. Together they explore the ins and outs of this tax-saving tool and how it can benefit real estate investors.

Gain insight into:

  • The definition and concept of a 1031 exchange and how it benefits investors
  • How a broad range of properties can qualify for a 1031 exchange
  • A few of the timeframes and guidelines associated with 1031 exchanges to ensure compliance and avoiding unnecessary tax burdens
  • Real-life examples that demonstrate the evolution of 1031 exchanges
  • And more

Connect with Blue Barn Wealth:

About Our Guest:

Lonnie Neilson has been involved with 1031 exchanges for over 30 years. He started his firm, 1031 Pros early in his career, and has assisted investors with over 18,000 exchanges over the years. Lonnie has a Bachelor of Science (BS) in Financial Planning from Brigham Young University.

 

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