A Wealth Advisors Perspective On Hard Asset Investing - Harder Working Money

Episode 19

A Wealth Advisors Perspective On Hard Asset Investing

In this episode, we talk with a syndicator who is also a private wealth advisor. Cathy Bearce and I discuss aspects of the financial advisor world and why diversifying beyond stocks and bonds is crucial for business owners aiming for financial independence. Cathy shares her journey from the traditional financial space to exploring real estate and multifamily investments. Her goal? To help clients build multiple income streams, reduce tax bills, and achieve true financial freedom.


Listen to my podcast, Harder Working Money, where we discuss entrepreneurship, investments, real estate, and tax strategies for business owners.

https://apple.co/44OCvyt


You can invest in my real estate deals! Go to https://www.passivecapitalpartners.com


Host Contact Details:

Brian O'Neill - Passive Capital Partners

passivecapitalpartners.com


Business owners, my social media channels are the perfect place to learn more about how I invest my extra business income into hard assets (apartments, self-storage, oil/gas wells) that produce cash flow and tax savings.


Facebook: Brian.Oneill.Investor

Instagram: Brian_Oneill_Investor

Youtube: Harder Working Money

Linkedin: brian-oneill-pcp


Guest contact details:

781-330-8309

http://www.wealthstaradvisors.com/



Cathy also shares the challenges business owners face, such as selling a business and dealing with substantial capital gains. Cathy emphasizes the importance of exploring alternative strategies like real estate and oil and gas investments to optimize tax benefits.


Tune in to learn how Cathy is bridging the gap between private wealth advising and alternative investments, offering business owners a pathway to more passive income and control over their financial future. Remember, it's not just about the returns; it's about achieving your financial goals



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About the Podcast

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Harder Working Money
Ultimate guide for business owners looking to make their money work harder for them through investments outside of the stock market.

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About your host

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Brian O'Neill

Brian is the principal owner of Passive Capital Partners - an apartment investment private equity company. Brian holds a degree in construction management from Cal Poly and has been a successful entrepreneur for the past 16 years. He started his first company in the construction industry right out of college, running it successfully for 16 years. During that period, he started two others companies in the hospitality industry. After 16 years as an entrepreneur, he sold and exited all 3 successful businesses and transitioned to the apartment investing real estate world. He now wants to share the knowledge he's acquired being an entrepreneur as well as how he limits taxes and invests the earnings from his business successes outside of the stock market and into tax advantaged hard assets investments.