Noah Rosenfarb is a 3rd generation CPA, he minored in Philosophy and has always approached life holistically. In his experience, money offers choices but not happiness. In order to achieve freedom, he believes we would need to develop healthy relationships with those around us. As a result, he focuses on measuring and monitoring financial assets, and also the value in life, including health, spirituality, relationships, and the impact we can make within our community.
[00:01] – [10:11] Opening Segment
- Insight into the episode
- Noah’s background
- Investing in Puerto Rico
- Make more money by focusing on taxes
[10:12] – [19:53] Building Healthy Relationships to Achieve Freedom
- Getting into syndication
- Capitalizing on his talent in building relationships to make money
- Right and wrong things people do in the accounting business
- Noah’s take on the current administration’s tax proposals
- Strategizing and preparing exit strategies to minimize taxes
[19:54] – [22:58] Final Four Segment
- Noah’s advice to aspiring investors
- Think big
- How he stays on top of his game
- His way to make the world a better place
- Reach out to our guest– see links below
- Final words
Tweetable Quotes:
“The way to get the best returns is to focus on taxes, because if the government isn’t going to take their chunk out of your earnings, you could make a lot more money.” – Noah Rosenfarb
“Think Big! Don’t confine yourself, don’t limit yourself.” – Noah Rosenfarb
“Look for those opportunities from someone who’s done something that you wanna do, and get that information from them, perhaps through a book.” – Noah Rosenfarb
Resources Mentioned:
- Freedom Family Office
- Principles: Life and Work – Ray Dalio
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Connect with Noah on Linkedin, send him an email at noah@freedomfamilyoffice.com
Connect with me:
I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.
Call: 901-500-6191
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Email me --> sam@brickeninvestmentgroup.com