Mar 14, 2024
Join Tom for an enlightening episode featuring Toby Mathis, an attorney, entrepreneur, author, and tax expert. Toby shares his journey from humble beginnings to becoming a founding partner of Anderson Law Group. They discuss the keys to financial freedom, including the importance of diverse income streams, leveraging assets, and comprehensive financial planning. Whether you're a seasoned investor or just starting your financial journey, Tom and Toby's insights will inspire you to take control of your finances and create a lasting legacy. Don't miss this opportunity to learn from a true expert and achieve your financial goals.
Highlights
03:23 Importance of small businesses and investors for Toby's
development
07:15 Toby's approach to learning from successful investors
09:29 The consequences of a lack of financial knowledge and the
burden of debt
17:35 Concept of leaving a financial legacy for future
generations
21:26 The importance of financial learning and how diversifying
funds can serve one in various ways
25:40 The value of establishing a diverse portfolio that considers
a multitude of income streams for lasting financial success
29:37 The victim mentality in financial failures using the example
of Bernie Madoff’s fraudulent scheme where many individuals lost
their entire savings
33:11 The A-type personalities of business owners and how he’s
enjoyed seeing people take ownership of their financial futures
38:18 Identifying the potential for high returns in areas where
problems like housing shortages are being solved
40:09 Being prepared for investment opportunities by identifying
accessible capital ahead of time
41:16 How to take advantage of the educational resources
available
Episode Resources
- Connect with Tom Suvansri
- https://perennialpride.com/
- https://www.facebook.com/perennialpride/
- https://twitter.com/perennialpride
- https://www.youtube.com/channel/UC6N7YVoDx7BSRdiYRRb1BiA
- Connect with Toby Mathis
- tmathis@andersonadvisors.com
- www.tobymathis.com/podcast/
Call to Action
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with Tom
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