Dustin and Adam tackle a critical topic many passive investors face: recovering from investment losses and knowing when to get back in the market. After reaching out to investors about a new investment opportunity, Adam noticed a pattern: roughly 10% responded that they’d lost money in multiple deals and were writing off entire investment categories as a result. The discussion covers why this reaction, while understandable, often prevents investors from capitalizing on current opportunities, ...
All content for Wealth Independence Podcast is the property of Dustin Bailey & Adam Penn and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Dustin and Adam tackle a critical topic many passive investors face: recovering from investment losses and knowing when to get back in the market. After reaching out to investors about a new investment opportunity, Adam noticed a pattern: roughly 10% responded that they’d lost money in multiple deals and were writing off entire investment categories as a result. The discussion covers why this reaction, while understandable, often prevents investors from capitalizing on current opportunities, ...
Dustin and Adam dive deep into proactive tax planning strategies specifically designed for passive investors. They explain why waiting until March to think about the previous year’s taxes is too late and share their systematic approach to tax optimization throughout the year. The discussion includes the short-term rental “loophole” strategy for W-2 earners, qualifying for real estate professional status, and the critical importance of working with qualified tax professionals who understand al...
Wealth Independence Podcast
Dustin and Adam tackle a critical topic many passive investors face: recovering from investment losses and knowing when to get back in the market. After reaching out to investors about a new investment opportunity, Adam noticed a pattern: roughly 10% responded that they’d lost money in multiple deals and were writing off entire investment categories as a result. The discussion covers why this reaction, while understandable, often prevents investors from capitalizing on current opportunities, ...
