In this episode of About That Wallet , we sit down with cost segregation and wealth strategist Erik Oliver to uncover how savvy real estate investors and business owners are unknowingly leaving six figures on the table every year. From overlooked tax-saving strategies to the power of accelerated depreciation and cost segregation, Erik breaks down actionable steps you can take today to protect your wealth, reduce tax liability, and keep more money working for you. =||Chapters||= [00:00] – Introduction: Welcoming Erik Oliver & why high earners miss out on massive tax savings [04:15] – The Biggest Blind Spot: How smart investors leave six figures behind [12:30] – Cost Segregation Demystified: What it is and who qualifies [21:45] – Accelerated Depreciation in Action: Case studies and real dollar savings [33:10] – Proactive vs.
Reactive Tax Planning: Why your CPA might not be telling you everything [44:00] – Next Steps: How to audit your assets and keep your hard-earned wealth Notable Quotes from the Episode "You don’t build wealth just by what you make; you build wealth by what you keep." "Leaving six figures on the table isn’t an investment failure—it’s an education gap in tax strategy." More from Erik Learn more at THANK YOU FOR LISTENING! #AboutThatWallet Join the About That Wallet Newsletter! Follow Me: IG: Twitter: Website: -- DISCLAIMER: I am not a CPA, attorney, insurance, contractor, lender, or financial advisor.
The content in this audio are for educational purposes only. You must do your own research and make the best choice for you.
Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility.
It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments.
If you need advice, please contact a qualified CPA, CFP, an attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Episode 367
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