ABOUT THIS EPISODE
Building wealth isn't only about making more money it’s about creating the right financial structure to keep and grow more of what you earn. In this conversation with Rod Khleif, Loral Langemeier explains why proactive tax planning is an important part of that foundation.
Rather than waiting until tax season, Loral shares how proactive tax planning means looking ahead at income, investments, corporate structure, deductions, and opportunities throughout the year. She also discusses strategies including R&D credits, cost segregation, corporate entities, trusts, and tax return reviews.
Ultimately, proactive tax planning is about connecting your taxes with the bigger picture of how you make, invest, protect, and build wealth, so your financial strategy works together instead of as separate pieces.
Loral's Takeaways:
- Loral's Background and Early Career (00:00)
- Transition to Financial Services and Mentorship (01:27)
- Challenges in the Financial Services Industry (03:59)
- Integrated Wealth Systems and Tax Planning (06:06)
- Tax Saving Strategies and Client Education (07:32)
- Proactive Tax Planning and Client Support (13:43)
- Legacy Planning and Client Education (14:26)
- Integrated Wealth Systems and Client Support (15:26)
- Client Testimonials and Success Stories (16:10)
Meet Rod Khleif:
Rod is a seasoned entrepreneur, real estate investor, and philanthropist with over 40 years of experience, having built 24+ businesses and owned 2,000+ properties. From immigrating with nothing to building and losing a $50M portfolio during the 2008 crash and rebuilding it all . Rod shares powerful lessons on mindset, resilience, real estate, and high performance . He’s also the founder of
The Tiny Hands Foundation, which has helped over 95,000 children in need. Rod brings a unique blend of technical insight and motivational depth to any conversation
Meet Loral Langemeier:
Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.
Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.
The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.
She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.
Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.
She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment.
Links and Resources:
Ask Loral App: https://apple.co/3eIgGcX
Loral on Facebook: https://www.facebook.com/askloral/
Loral on YouTube: https://www.youtube.com/user/lorallive/videos
Loral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/
Money Rules: https://integratedwealthsystems.com/money-rules/
Millionaire Maker Store: https://millionairemakerstore.com/
Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/
Integrated Wealth Systems: https://integratedwealthsystems.com/
Affiliate Sign-Up: https://integratedwealthsystems.com/affiliates
Thanks for listening!
Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.
Do you have some feedback or questions about this episode? Leave a comment in the section below!
Subscribe to the podcast
If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device.
Leave us an iTunes review
Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.
