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Apr 13, 2022

Did you know that the biggest expense of your life is taxes? We usually think about the price of everything, but never think about how much we “spend” in taxes. It is something you can control.  In this week’s episode, I have a deep conversation with David Zook on how investing in the right things helps to save on your tax bill, even eliminate it,  letting you control what happens to your money. Helping you give your money the mission you want it to have, working on things that are important to you instead of having the  government decide what’s important. 

Dave is a successful business owner, syndicator, and investment and tax strategist. He has acquired more than $250M of real estate since 2010 which includes multi-family apartment units, multiple large institutional-grade self-storage facilities, and cleaner energy carbon distillation units that produce pharmaceutical-grade oil and liquids. His team is also one of the top 5 ATM Fund Operators in the country. 

Listen and enjoy!

[00:01 - 07:46] Opening Segment

How David went from being a business owner to being a real estate investor

Why a tax problem changed David’s mindset 

David’s insights about paying taxes for making a lot of money

[07:47 - 21:54] Investing for Tax Benefits

The benefits of the tax code 

David’s projects to help high paid people have tax benefits

How people can do a better tax planning

David shares experiences that he has had with high paid professionals

David introduces his book Building Chicken Coops for Dummies 


[21:55 - 23:01] Closing Segment

Connect with Dave through LinkedIn. Head to The Real Asset Investor, and build wealth with higher yield cash flow investments. To receive Dave’s ATM & Self-Storage Fund III Investment Summaries email

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Tweetable Quotes:

“If you want to change your tax, you have to change your facts.” - Tom Wheelwright

“It doesn't matter who's making the rules, all you need to know is what they are, and change your strategy.” - David Zook

“I love to put investment deals together and watch them blossom.” - David Zook