Investing for Tax Benefits feat. Dave Zook

Did you know that the biggest expense of your life is taxes? We usually think about the price of everything, but never think about how much we “spend” in taxes. It is something you can control.  In this week’s episode, I have a deep conversation with David Zook on how investing in the right things helps to save on your tax bill, even eliminate it,  letting you control what happens to your money. Helping you give your money the mission you want it to have, working on things that are important to you instead of having the  government decide what’s important. 

Dave is the founder & CEO of The Real Asset Investor and Horizon Structures. Dave is a successful business owner, syndicator, and investment and tax strategist. He has acquired more than $250M of real estate since 2010 which includes multi-family apartment units, multiple large institutional-grade self-storage facilities, and cleaner energy carbon distillation units that produce pharmaceutical-grade oil and liquids. His team is also one of the top 5 ATM Fund Operators in the country.

LISTEN NOW >> https://apple.co/37G7x3z

Enjoy the FREE download of 7-Steps to Building Resilient Wealth
Ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You

Discover the top 6 reasons to diversify outside of Wall-Street: https://bit.ly/3y1cuNr


Connect with Dave:

Dave’s LinkedIn 

 

Share:

Facebook
Twitter
Pinterest
LinkedIn

Related Posts

Know Who You Really Are and Watch How Your Money Decisions Change with Meg Touhey

What if the life you’ve built doesn’t match who you are?

That’s where this conversation starts. Dr. Felecia Froe sits down with Megan Tuohey, psychologist and relationship expert, to talk about something deeper than fixing relationships. It’s about understanding yourself first. Meg introduces the idea of your “heart print.” It’s the internal blueprint that shapes your choices, your reactions, and what actually feels right to you. When your life lines up with it, things feel steady. When it doesn’t, you feel it.

Money Isn’t the Problem

This episode breaks down why women who are earning, saving, and doing all the “right” things still feel anxious or unsure about their finances. It’s not about knowing more. It’s about understanding the emotional weight behind your decisions and how money ties to safety, identity, and responsibility.