Keith Blackborg CPA shares his journey to becoming work optional by 30. Discover exclusive insights into viewing your wealth as a business, explore five powerful strategies used by billionaires, and learn about a discounted rollover conversion for IRA and 401k investors.
00:00 Introduction and Guest Introduction
00:27 Billionaire Strategies Overview
00:56 Discounted Roth Conversions
03:35 Mindset Shift for Business Owners
07:17 Transitioning to Wealth Management
08:26 Investment Strategies for Millionaires
14:07 Access to Private Investments
17:00 Building a Trusted Network
21:40 Strategies for Wealth Optimization
22:13 Decision Making on Roth Conversions
23:47 Valuation and Discounted Rollover Strategy
26:25 Third-Party Valuation and Market Factors
34:28 Timing and Risks of Conversions
38:02 Wealth Optimization Strategies
39:03 Resource and Contact Information
Connect with Keith Blackborg on LinkedIn https://www.linkedin.com/in/keithblackborg/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
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