Show notes
David Spellman is the RIA and Director for Money Concepts Capital Corp. He has a committed and benevolent interest in others and has all the appropriate licenses to help clients with financial planning in their personal lives as well as their business endeavors. As a fiduciary, he is responsible for the advice he gives both professionally and personally. He says his goal is to help every person he meets with save taxes, protect assets, and build wealth. He says that before you can really achieve financial freedom and create a legacy, you have to learn how to budget, invest, and protect your assets. He emphasizes the importance of being strategic when building wealth, noting that not everyone has the same opportunities or access to wealth-building tools as those who do not have wealth. [00:00 - 06:04] Opening SegmentIntroducing David to the show!As a registered investment advisor (RIA), he is responsible for advising clients on investments and protecting their money[06:05 - 12:47] Setting Goals And Protecting Your AssetsWhen it comes to creating wealth, starting with your goals is keyWhat is a fiduciary?Budget and asset protectionFigure out your goals and how to live within your meansHow to create real estate wealth?Strategy for Reducing Your Taxes[12:48 - 34:24] Building Wealth Through Financial LiteracyDavid discusses the importance of people connecting with others and finding their interestsStages of building wealthBasic building blocks for financial literacyStrategies that differentiate those who are wealthy from the majority of peopleConsulting with an expert to implement strategies [34:24 - 38:02] Closing SegmentDavid believes that the law of attraction is always present, and that when people are fearful, they are making moves in the wrong mindsetSee the links below to connect with David! Quotes:"If there's extra money, discretionary money, we want to find a way to get that to grow, on a compound level.” - David Spellman"You want to think about the abundance that we have everywhere." - David Spellman" I want to have enough to replace that income mortgage if you have any mortgages on the docket. You won't have enough to cover that." - David Spellman Connect with David through LinkedIn & Money Concepts! Connect with me:www.5talents.capitalLinkedInInstagramWatch 5T CRE on YouTubeLeave us a review and receive your free ebookEmail us --> [email protected] TALENTS CAPITAL | ABEL PACHECOIf you are ready to start your investment journey with 5 Talents Capital, here are the next steps you should take:View our informational video and case study at https://5talents.capital/grow-your-wealth/After viewing the video follow the prompts which will lead you to a scheduling link to meet one on one with Abel Pacheco. Register for our investor portal here investor portal once registered you will be able to review some of our past deals and you will receive alerts for upcoming investment opportunities.Support the Show.