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  • Writer's pictureJohn Casmon

Keep More Money and Pay Less Taxes with Holly Williams, Episode 150

Go to college, get a great job, invest in the stock market for the long haul, retire at 65. This is the path for many professionals, but certainly not the uber wealthy. Groups like Goldman Sachs and Alex Rodriguez are investing in apartments to keep more of their money and Holly Williams thinks you should do the same. Holly spent more than 25 years as an executive in the advertising and market research industries. As the years went on, she found herself paying more and more of her salary in taxes, getting very little in return. Then she discovered apartment syndication and has invested in deals located in Texas, Tennessee, Florida, and South Carolina. On this episode, she shares how the uber wealthy keep more of their money and why most “financial advisors” don’t want you to know about apartment investing.

Key Insights

  • Grew up in middle class family in Texas

  • After years of climbing the corporate ladder, ended up paying a significant amount of money in taxes

  • Was taught to invest in the stock market for the long haul but stock brokers trade in 30 second intervals

  • Bought a 1-bedroom Manhattan apartment and sold it for a big gain

  • Purchased single family homes in Houston

  • Goldman Sachs, Alex Rodriguez and other major investors are buying apartments now

  • You can write off depreciation and apartments have “bonus depreciation,” which allows investors to pay less in taxes

  • Becomes a general partner on large apartment deals and helps with marketing, due diligence and investor relations

  • Apartment investing is an exclusive good old boys club - Holly helps people in her network join the club

  • Some investors want “control” so they are hesitant to invest passively

  • “Keep More, Invest Like the Uber Wealthy” is a book Holly will be releasing

  • Paper loss: tax code benefits that exceed cash flow distributions

  • Americans and companies are fleeing Northeast for Texas, Carolinas, and Florida

Bull’s Eye Tips:

Apparent Failure:

Parent’s dying with little to no money

Most Recommended Book:

Tax-Free Wealth by Tom Wheelwright

Most Recommended Digital/Mobile Resource:

Excel & Mailchimp

Daily Habit:

Plan the night before and prioritize high-value activities

Wish I Knew Starting Out:

How the wealthy were investing their money

Wish I Knew 12 Months Ago:

Safety is not with a W-2 job

Current Curiosity:

Oil and gas and other alternative investments

Best Place to Grab a Bite in Brooklyn, NY:

Connect with Holly:

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