Can your investments reflect your values and still lead to financial freedom? Sarah Sullivan, founder of Sugo Capital, reveals how she reshaped her financial future through passive real estate syndications. In this episode, she shares how to select investments that align with your personal goals, the power of mentorship in avoiding costly mistakes, and the tax strategies that can help you build and protect your wealth. You’ll discover how real estate syndications can generate passive income, why it’s crucial to align your investments with your personal goals, practical strategies for reducing your tax burdens, and an inside look at Sarah’s Freedom in Three frameworks, which empowers investors at every stage.
Learn how to start building a path to financial independence. Tune in now!
00:00 – Introduction & Sarah’s Early Money Story
04:32 – The Turning Point: Discovering Real Estate and Passive Income
12:03 – Syndication Basics and the Role of Mentorship
21:23 – Tax Strategies in Real Estate Syndications
33:02 – Aligning Investments with Lifestyle and Financial Goals
34:12 – The Freedom in Three Series
Connect with Sarah!
Website: https://sugocapital.com/
LinkedIn: https://www.linkedin.com/in/sarah-sullivan-sugocapital/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
Education was my way to more money, but investing is what gave me true financial freedom.” – Sarah Sullivan
“The biggest mistake I see is people falling in love with the property instead of the numbers.” – Sarah Sullivan