Feb. 14, 2023

E346: Create Tax Free Income - Kirk Chisholm

E346: Create Tax Free Income - Kirk Chisholm

Steven Pesavento is here to talk with Kirk Chisholm, an expert in all things retirement. Whether you're trying to double your income by using assets you already own and are just sitting there taking up space, and learn the nuances of IRA’s and investment law. We also talk about the tricky obstacles of building wealth with real estate.

Key Takeaways

  1. Investing in IRAs 
  2. The legal obstacles that IRAs and retirement funds have towards investments 
  3. Being smart with your assets 
  4. The advantages of hiring vs doing it yourself 
  5. Investing in more than just stocks and bonds 

Resources Mentioned

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About our Guest:

Kirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group (IAG). His roles at IAG are co-chair of the Investment Committee and Head of the Traditional Investment Risk Management Group. His background and areas of focus are portfolio management and investment analysis in both the traditional and non-traditional investment markets.

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