Financial Wisdom and Strategies with Drew Boyer

Financial Wisdom and Strategies with Drew Boyer

Oct 24, 2025

Drew Boyer is the president and founder of Boyer Financial Group and a CERTIFIED FINANCIAL PLANNER® with over 20 years of experience guiding families and individuals through their financial journeys. Raised in Ohio, his values of hard work and financial responsibility...
Can Deferred Sales Trusts Facilitate Exits from Stock Investments?

Can Deferred Sales Trusts Facilitate Exits from Stock Investments?

Oct 16, 2025

If you’ve held a large stock position and are now thinking about exiting, you now face a common challenge: how to sell without losing a big chunk of your gains to capital gains taxes. That’s where a Deferred Sales Trust (DST) strategy comes in. While...
Is a DST or a 1031 Exchange Better for Farmland Sales?

Is a DST or a 1031 Exchange Better for Farmland Sales?

Oct 7, 2025

Choosing the right tax strategy when selling farmland can make the difference between preserving your wealth or losing a significant portion of it to capital gains taxes. If you’ve held onto a parcel of farmland for years, or even generations, appreciation has...
From Military Service to Million-Dollar Wealth with Dave Wolcott

From Military Service to Million-Dollar Wealth with Dave Wolcott

Oct 5, 2025

Dave Wolcott is the founder of Pantheon Investments, author of The Holistic Wealth Strategy, and host of the Wealth Strategy Secrets of the Ultra-Wealthy podcast.For over 20 years, he has helped high-performing entrepreneurs and accredited investors build legacy...
Deferred Sales Trusts and Multifamily Investments

Deferred Sales Trusts and Multifamily Investments

Sep 25, 2025

As any real estate investor knows, timing is everything. Whether you’re exiting a successful property or eyeing your next multifamily deal, the decisions you make between buying and selling will affect your bottom line. One of the biggest hurdles you face during...