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EP81: Legally Reduce Your Tax Bill and Build Wealth Using These Strategies - Michael Johnston, CFA

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Manage episode 407294549 series 3561563
Content provided by Keith Borie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keith Borie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Building wealth, saving for healthcare, and making impactful investments? This episode equips you with the knowledge to tackle these financial challenges. Explore strategies tailored to your risk tolerance and discover the unexpected ways financial literacy can benefit society with Michael Johnston, CFA. Join us and unlock your path to financial well-being today.

Key Takeaways To Listen For

  • A clear look at mutual funds, ETFs, and lowering your taxes
  • A beginner's guide to tax-advantaged savings and investments
  • The importance of choosing the right investment strategy for you
  • How opportunity zones boost investment in underserved communities
  • Key questions about opportunity zone investment timing and options
  • The positive impact of financial literacy on society

Resources/Links Mentioned In This Episode

About Michael Johnston, CFA

Financial veteran Michael Johnston is passionate about empowering retail investors. He built the ETF Database into the leading independent ETF source, driving the low-cost investment revolution. Now, he co-founded WealthChannel, simplifying retirement planning and investing through education and content.

Connect with Michael

Connect With Us

If you're looking to invest your hard-earned money into cash-flowing, value-added assets, reach out to us at https://bobocapitalventures.com/.

Follow Keith's social media pages

  continue reading

121 episodes

Artwork
iconShare
 
Manage episode 407294549 series 3561563
Content provided by Keith Borie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keith Borie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Building wealth, saving for healthcare, and making impactful investments? This episode equips you with the knowledge to tackle these financial challenges. Explore strategies tailored to your risk tolerance and discover the unexpected ways financial literacy can benefit society with Michael Johnston, CFA. Join us and unlock your path to financial well-being today.

Key Takeaways To Listen For

  • A clear look at mutual funds, ETFs, and lowering your taxes
  • A beginner's guide to tax-advantaged savings and investments
  • The importance of choosing the right investment strategy for you
  • How opportunity zones boost investment in underserved communities
  • Key questions about opportunity zone investment timing and options
  • The positive impact of financial literacy on society

Resources/Links Mentioned In This Episode

About Michael Johnston, CFA

Financial veteran Michael Johnston is passionate about empowering retail investors. He built the ETF Database into the leading independent ETF source, driving the low-cost investment revolution. Now, he co-founded WealthChannel, simplifying retirement planning and investing through education and content.

Connect with Michael

Connect With Us

If you're looking to invest your hard-earned money into cash-flowing, value-added assets, reach out to us at https://bobocapitalventures.com/.

Follow Keith's social media pages

  continue reading

121 episodes

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