The Wealth Guide Podcast · Episode 12
Think Paying Less Tax Is Impossible? This Unusual Strategy Proves Otherwise Ft. Grant Hackett
Listen to the Podcast
In this episode of The Wealth Guide Podcast, we have Grant Hackett, a former renowned Olympic swimmer turned financial expert and CEO of Generation Life.
Grant talks about his transition from professional sports to the finance industry and sheds light on the concept of investment bonds.
He discusses the tax efficiency of investment bonds, their flexibility in terms of contributions and withdrawals, and the benefits of these bonds in estate planning.
If you want to learn about innovative & tax-effective investment strategies, then make sure to listen to this episode!
In This Episode
- 00:00Intro
- 02:48Grant’s Career Transition: Olympic Swimmer to Financial Planner
- 04:20The Transferable Skills from Swimming to Business
- 07:06What is an Investment Bond?
- 12:53Super & Investment Strategies: “No One Structure is the Silver Bullet”
- 16:46Navigating Through “Bracket Creep” In The Investment Bond Structure Versus Others
- 21:31What is Dollar Cost Averaging & How it Can Benefit Your Loved Ones
- 27:35Investment Bond Structure Benefits for Families & Companies
- 34:11Are Investment Bonds Used for Asset Protection? + The 125% Rule
- 39:35Gen Life Clients: Investing Through Advisers + Individually
- 41:47Understanding the Impact of Tax Liabilities with Your Investments
- 46:51Outro
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