Elisabeth kicks off the show with a reminder course in finding your financial freedom number. It’s critical you understand your budget today, and then understand what sustainable cashflow your future self will need.
Then, Jason Hartman talks with Kim Lisa Taylor, author, real estate investor, and nationally recognized speaker. She often writes articles on how to legally use OPM (other people’s money), and has been featured in many publications, including Personal Real Estate Investor Magazine. She is the author of Syndicate Anything; How to Legally Find Private Investors to Fund Your Dreams While Helping Them Achieve Their Own.
Kim is frequently a guest speaker on several radio talk shows and has been the keynote speaker at multiple real estate investor events across America. She spends time teaching real estate investors topics such as the “Legal Aspects of Private Lending” and “Partnering and Pooling Money”, through live workshops, home-study courses, and books. Kim is a California and Florida licensed attorney and partner in the Corporate Securities Law Firm of Trowbridge & Taylor LLP.
[4:17] Your 6 pools of money and when they’re accessible
[8:22] Figure out when you’ll be consuming your assets, then work your way back in your plan
Kim Lisa Taylor Interview:
[11:06] What is a security?
[18:00] If someone is syndicating a deal, what sort of advertising is allowable, legally
[22:20] The different types of investors that are out there
[27:42] Setting up your entity when forming a syndication
[31:58] The changing rules in syndication advertising
[38:18] How to control how the money that’s raised is spent