Different Hurdles for Investing and What Types of Investments You Can Make

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Learn about the different hurdles for investing and the types of investments you can make based on how much net worth you have.
Download Investment Hurdle graphic - taxplanninghq.com/download/in...
Different Types of Funds - • Preferred Investments ...
Investing in GP Stakes - • What is GP Stakes Inve...
Video Contents
00:00 - Intro
02:20 - Getting Started
08:15 - Some Savings
13:05 - Accredited Investor
24:55 - Qualified Purchaser
💡 I do not work with clients or offer any consulting services. If you want to learn more about the best tax and investment strategies, subscribe to my channel and check out these courses ▶️ sharonwinsmith.com/courses/
The information provided in this video is owned by Winsmith Tax LLC and is solely for informational and educational purposes. It is not intended as investment, legal, or financial advice. Always consult with a professional familiar with your unique situation, or conduct your own research before making any decisions. We might receive commissions for recommending certain products or services.

Опубликовано:

9 июл 2024

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Комментарии : 14

@MR2trader 17 дней назад

Sharon, I just found you today summer of 2024. So many people say that Rich Dad poor Dad doesn't give any specifics. Your channel is like putting meat on the bones of Rich Dad poor Dad. I I'm sharing your channel with friends and family who are not yet accredited but are interested in investing

@ismaelhall3990 24 дня назад

gotta start somewhere

@mikep4869 3 месяца назад

We wandered aimlessly through life and hurdles 1&2, finding ourselves well past qualifying at hurdle 3 by age 45. Once recognized, we went the private syndicated real estate (& private debt) routes and retired at 60. Now, it's all mailbox money.

@jimd1617 Месяц назад

thank you :)

@raz3032 12 дней назад

Stock index funds compounds over time

@Track_Star 3 месяца назад

how should we think about the difference between real estate funds and real estate syndications?

@sharonwinsmith 3 месяца назад

Check out this video where I walk through the differences ▶️ ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-DwWM8vbvDeo.html

@andersonandrew112 11 месяцев назад

Great video. I'm clawing my way toward hurdle 3, passing 700k. Buying and rehabbing apartment buildings has been working well so far. I'm thinking of putting 150k-200k into dividend paying stocks, then using an SBLOC as a down payment on another building.

@sharonwinsmith 11 месяцев назад

That's awesome! Sounds like you are doing great!

@todd.westra 10 месяцев назад

Understanding risk tolerance and setting clear goals can really help navigate the investment hurdles. This video is a great guide to different investment types suitable for varying net worth levels.

@sharonwinsmith 10 месяцев назад

Thanks Todd - I appreciate it!

@shidozu 4 месяца назад

Greetings. Loving all your videos thus far. I fall into category two mostly with stocks. You advise on businesses and real estate and in your other videos you advise to never sell your stocks and instead obtain a “sbloc”. If I fall into category two with only stocks how do I proceed to invest in either without selling ? As far as i’ve researched, I’d need more in stocks to qualify for obtaining a sbloc.

@pierrelefort1998 5 месяцев назад

Thank you for making quality and informative content! You are awesome! Did the senate pass a bill changing the criteria for becoming a "Qualified Purchaser" to where you can take a test to qualify? I'm trying to do research on it but I'm not coming up with much.

@sharonwinsmith 5 месяцев назад

Thank you! There is a test for accredited investor status but I am not aware of anything similar in the Qualified Purchaser context.