Episode's summary
This episode was sponsored by Cardiff & Quiet Wealth LightSpeed VT: https://www.lightspeedvt.com/ Dropping Bombs Podcast: https://www.droppingbombs.com/ This episode of Dropping Bombs welcomes Keith Singer, the estate planning attorney and Certified Financial Planner who went from top new advisor in the country to $65,000 in credit card debt, then built a firm nearing $1 billion in assets. Keith reveals why he borrowed money to donate while broke, how billionaire families use private placement life insurance to pay less tax, why the wealthy are moving beyond stocks and bonds, and the one planning mistake that left a $25 million couple facing a $4 million tax bill. You can earn the money and still hand up to 40% of it to the IRS because of a plan you never made. Keith shows what wealthy families do instead. 🔗 Connect with Keith Singer Instagram: https://www.instagram.com/singerwealth YouTube: https://www.youtube.com/@singerwealth Website: https://singerwealth.com Phone: 866-WEALTHY Email:…
This episode was sponsored by Cardiff & Quiet Wealth LightSpeed VT: https://www.lightspeedvt.com/ Dropping Bombs Podcast: https://www.droppingbombs.com/ This episode of Dropping Bombs welcomes Keith Singer, the estate planning attorney and Certified Financial Planner who went from top new advisor in the country to $65,000 in credit card debt, then built a firm nearing $1 billion in assets. Keith reveals why he borrowed money to donate while broke, how billionaire families use private placement life insurance to pay less tax, why the wealthy are moving beyond stocks and bonds, and the one planning mistake that left a $25 million couple facing a $4 million tax bill. You can earn the money and still hand up to 40% of it to the IRS because of a plan you never made. Keith shows what wealthy families do instead. 🔗 Connect with Keith Singer Instagram: https://www.instagram.com/singerwealth YouTube: https://www.youtube.com/@singerwealth Website: https://singerwealth.com Phone: 866-WEALTHY Email:…
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