A HEART TO GIVE

So Far Brandon & Kaelin Have Given:

Brandon & Kaelin Poulin has a heart to help people well beyond just its customers. They find purpose and passion in dozens of organizations and causes. One of their fundamental values is to give.

SUCCESS STORIES

How to Keep, Multiply, and Protect Your Money

Building a Lasting Financial Legacy: How to Keep, Multiply, and Protect Your Money

September 05, 20232 min read
Custom HTML/CSS/JAVASCRIPT

Listen to the whole Episode:

Custom HTML/CSS/JAVASCRIPT

Hit us up on IG! @kaelinpoulin & @realbrandonpoulin

There’s a huge difference between reducing taxes and tax strategy.

If your tax strategy is “I’m going to spend more profit so I owe less taxes” that is NOT a tax strategy.

AND- This is something your CPA is probably telling you to do.

Taxes will always be the largest expense you have- unless you know tax-saving strategies.

Strategies like buying insurance from a company pool that I own part of and earning interest on that pool.

That ONE PIECE of knowledge would have saved me $900,000 in taxes.

And I lost that money simply because I didn’t know.

I want to show you how to keep more money, multiply your money and protect your money.

Ways to Keep More Money:

  • Buy insurance from a company pool that you own part of and earn interest on the pool.

  • Hire your kids in your business.

  • Get an HSA

  • Turn Vacations into business events so they can be written off.

  • Leverage debt & depreciation against your income to reduce tax liability

Ways to Multiply Money:

  • Buy Cash-flowing assets instead of junk you don’t need

  • Invest in boring businesses and investments that are “safe” (Take the risks in your biz, not your investments)

  • Find private investments instead of retail investment products

  • Don’t follow Hype- look for consistency

  • Invest in things that are ACTUALLY passive- Don’t buy another job.

Ways to Protect Your Money:

  • Have a Trust

  • Regularly pull the cash OUT of your business account into investments & trusts

  • Regularly moving cash OUT of your personal account into investments & trusts

  • An umbrella insurance policy

  • Creating layers of protection to protect your money

  • Understanding the law of the target- the more success you get, the more you need to protect your money

Big MistakesBrandon and PoulinThe Enterprise CEOBlogPodcastBrandon PoulinKaelin PoulinLadyBossLady BossBuilding a Lasting Financial LegacyKeepMultiplyProtect
Back to Blog

"The Dream Clients Inner Circle was amazing and I highly recommend it to anyone who's interested in increasing their income and impact, while doing what they love." - Mr. Funnels Click

CHECK BELOW TO SEE SOME OF OUR MOST RECENT

SUCCESS STORIES

 "Got My First Sales Coming In The First Week!"
 "Got My First Sales Coming In The First Week!"
 "Got My First Sales Coming In The First Week!"
 "Got My First Sales Coming In The First Week!"
 "Got My First Sales Coming In The First Week!"

Spots Are Going Fast So Apply Now Before They're Filled Up!

“Whoever walks with the wise becomes wise, but the companion of fools will suffer harm”

Copyright 2024 | E360 Advisory LLC| All rights reserved | Privacy Policy | Terms