Anderson Business Advisors Podcast
Business:Investing
How to Find Private Money Lenders: Getting Tax-Free Money from Stocks, Bonds, and Your Business
What are some mind-blowing ways to access capital that you may not be aware of—where the money is 100% tax-free and you don’t have to report it on your personal credit and FICO score?
In this episode, Toby Mathis of Anderson Advisors talks to Geal Talbert, Vice President of Wealth Management at UBS Financial, and Dan Ollman, Executive Manager - Anderson Funding Community, which helps people get money for new businesses as well as for flippers from non-traditional sources.
Geal and Dan are two experts in the realm of other people’s money (OPM) and how you get access to it.
Geal's specialization includes advanced planning strategies for tax minimization, estate transfer, and business exit planning to ensure clients maximize the net proceeds from the sale of their business.
DISCLAIMER: The rates mentioned on this podcast change regularly.
Highlights/Topics:Geal Talbert
https://advisors.ubs.com/geal.talbert/
The Succession Group
https://advisors.ubs.com/successiongroup/
Dan Ollman Phone: (800) 706-4741 x 270
Dan Ollman Email: funding@andersonadvisors.com
1-on-1 Consultation: https://calendly.com/anderson-funding-community/
Toby Mathis
https://andersonadvisors.com/tobymathis-2/
Anderson Advisors
https://andersonadvisors.com/
Anderson Advisors on YouTube
https://www.youtube.com/channel/UCX5nh607M8hSBLiMB9MgbIQ
Create your
podcast in
minutes
It is Free