Monthly Archives: August 2022

FEATURE

Ways To Preserve Your Capital with Jason Pueschel (Ep.35)



We often think that to have more money in our pockets, we constantly have to look for new ways to make more.

But there are different strategies only a few know that can help reduce or defer the amount of taxes we pay. So, how can we cut down on that 40% chunk of overall taxes that are part of our lifetime income?

In this episode, Greg DuPont is joined by Jason Pueschel, Founder and Managing Director of Alternative Wealth Management. Here, Jason breaks down several methods to lower or mitigate taxes to relieve payers in different areas such as the capital gains in real estate.

Jason discusses:

  • What Alternative Wealth Management does within the financial industry
  • What are the 1031 exchange and the Delaware Statutory Trust (DST) and how these can help reduce or defer taxes
  • Various tools for capital gains reduction in transition
  • Things to know about Opportunity Zones and their three main benefits
  • And more!

Connect with Gregory DuPont:

Connect with Jason Pueschel:

About our guest:

Jason Pueschel has led the design, syndication, and capital raise of several alternative investment platforms.  Over the past few decades, he has assisted Financial Advisors and Investors in the diversification of portfolios and reduction of tax exposure.  With a focus on Internal Revenue Code tax incentives, Jason provides unique strategies to create efficient transitions of real estate and capital.

Prior to establishing Alternative Wealth Management, Jason directed sales at several top investment companies, including; Salomon Brothers, Smith Barney, and Warburg Pincus.  At Old Mutual Investment Partners, Jason and his associates launched the first alternative investment offerings in the Merrill Lynch Consults Program.  As Managing Director at Four Springs Capital, he led the design and syndication of several Delaware Statutory Trusts (DSTs) and 1031 focused real estate investment programs.

Jason is a graduate of Bentley University, where he received a Bachelor of Science degree in Economics and Finance.  He has held his FINRA Series 7 and 63 Licenses since 1993.




FEATURE

Preparing Yourself to be Financially Ready for Elderly Care (Ep.34)



52% of people turning 65 are going to need some type of long term care over their lifetime. Aging parents is something many of us are going to have to deal with at some point in our lives. 

In this episode, Greg DuPont talks about how important it is to start budgeting for your future healthcare costs and figuring out how your parents can budget for theirs. With the right planning, you can make this inevitable journey a lot smoother.

Greg discusses:

  • The nationwide average cost of elderly care per month
  • The difference between long term care and assisted living
  • How many retirees end up with dementia or some health issue
  • Strategies to help you save on long term care in the future
  • And more!

Connect with Gregory DuPont: