STEP INSIDE THE OPPORTUNITY ZONE PODCAST!
Tired of the same old generic, one-size-fits-all information about investing and retirement planning? Want innovative and customized advice to grow your nest egg and also reduce or eliminate your tax burden? If you want the opportunity to save with smart investment strategies, create lifetime income streams and plan for a successful retirement, then step inside The Opportunity Zone Podcast!
Your hosts John Goodhue and Brian Gray, Founders of APO Financial, will educate you on strategic wealth building, tax minimization strategies, estate planning, risk management and so much more! They’ll share how the APO team can help you secure your financial independence with the APO Financial comprehensive retirement planning process, where they bring security and opportunity together. It’s never been easier to find new opportunities by listening to The Opportunity Zone Podcast by clicking on any of the shows below to listen on-demand.
This Week’s Podcast:
APO Financial – Where Security and Opportunity Work Together
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Opportunity Zones: The Biggest Tax Break Ever
Interested in learning more about how alternative investments could fit into your financial plan? Download John and Brian’s newest book, Opportunity Zones: The Biggest Tax Break Ever! In this book, they offer valuable insights into what an opportunity zone is, how they work, and whether or not they might be right for you. This book covers topics like taxes deferrals, capital gains, real estate investment trusts, private equity platforms, and more.
Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values. Low Risk or Low Volatility strategies are generally defined as strategies that have a 10-year maximum drawdown of less than 10%. Like any other investment strategy, this approach entails risk, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.
