Toby Mathis Esq | Tax Planning & Asset Protection

Fill These 4 Buckets To Build Wealth At Any Net Worth

Download Your Digital Copy Of Infinity Investing: How The Rich Get Richer And How You Can Do The Same 👉 https://inf.link/99ef70 In this video, tax attorney Toby Mathis breaks down the 30/30/30/10 wealth allocation strategy, explaining how to divide your assets among cash, income-producing stocks, real estate, and managed investments to create long-term financial security and consistent cash flow. Join Our FREE Infinity Wealth Workshop & Start Your Journey to Financial Freedom 👉 https://inf.link/gqz Download the 4 Buckets of Wealth Blueprint 👉 https://inf.link/bf868e Whether you're just starting to invest or already have a seven-figure portfolio, you'll discover practical investing principles, smart asset allocation strategies, and the mindset that helps build lasting wealth while avoiding the costly mistakes that keep most people from becoming financially independent. Subscribe for weekly financial independence breakdowns, and comment below with your biggest question regarding asset allocation. Show Notes: 0:00 Intro 1:25 The 30/30/30/10 asset allocation system 2:22 Bucket #1: Cash and cash equivalents 3:00 Bucket #2: Income-producing stocks 3:48 Bucket #3: Real estate investing 4:09 Bucket #4: Managed investments 5:05 The 3 wealth-building levels 6:11 Level 1: Building your first $150K 7:24 Best investments for beginners 9:07 When to add REITs to your portfolio 10:47 Using ETFs to diversify 12:30 Level 2: Investing from $150K to $1 million 13:24 Gold and silver as inflation hedges 16:50 When to buy rental properties 19:36 Working with professional money managers 21:01 Level 3: Investing after $1 million 22:50 Multifamily and commercial real estate 25:00 Syndications and accredited investors 29:00 The 70/30 budgeting system 31:25 Outro --------------------------------------------------------------------------------------------------------- Would you like to learn more about protecting your assets and minimizing taxes? Schedule a free strategy session here: https://aba.link/ebc0ea ~~~~ CONTACT US Phone: 800.706.4741 Email: [email protected] Fax: 702.664.0545 ABOUT TOBY MATHIS Toby Mathis, Esq. is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States. Learn more at https://aba.link/tobyaba --------------------------------------------------------------------------------------------------------- WARNING: I will NEVER ask you to contact me through YouTube comments, telegram, or WhatsApp. I have a checkmark next to my name, and my comment will be highlighted. Fake accounts do not have that. Please be aware of fake accounts trying to scam you using my name and picture. The information provided in this video should not be construed or relied on as financial, investment, or legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice. #WealthBuilding #Investing #PassiveIncome #FinancialFreedom