The Business Credit and Financing Show Ty Crandall

As an attorney, a CPA, and a CFP®, Aaron runs a wealth management practice that integrates tax, financial planning and investing. Aaron helps his client minimize their tax liability and keep more of their equity compensation so they can support the people they love and the causes they care about most. Whether in Silicon Valley, Austin, or the Tech Triangle, he works with pre-IPO executives and early employees at late-state tech companies.
 
In 2019, Aaron published his first book “Financial Adulting’’ as a guide to help young professionals navigate tax, investment, and estate planning.
 
During the show we discuss:
● Why pay more taxes than we should and how to pay less
● Some Income tax nuances for stock options
● What triggers you to pay more taxes than you should
● The worst of the tax mistakes
● The worst investment decision
● The best investment decision
● Stock options tax secret you wish people knew about
● Investments for people who don’t have an advisor
● When should someone at a pre-IPO company contact an advisor
● What You Should Know About the IPO Lockup Period
● How to plan for an IPO
● The Crucial Financial Planning Steps to Take When Anticipating an IPO
● The pitfalls to avoid
● The non-starters for IPOs
● How to get credit to buy stock options 
● How not using a financial planner will hurt you



Show resources:
https://www.wrpwealth.com/

How to Use a Solo 401 (k) to Fund Your Business
Daniel Blue is the President of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt and use self-directed retirement accounts to invest in alternative assets With over 10 years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances that leads to life changing results.
 
During the show we discuss:
● What a “solo” 401k is 
● Loan feature on a 401k and how it can help you
● How to make a 401k a solo one
● How to take money out of a 401k without paying tax penalties
● Process of using a 401k to fund a business
● Benefits of using a 401k to fund your business
● Kinds of rates can you get on this type of financing
● Is personal credit a factor in qualification
● Is revenue a factor in qualification 
● How much money must be in the 401k to qualify 
● Is it a good idea to tap into a 401k to launch a new business
● What percent of the 401k can you borrow against 
● How to ensure you can keep the money out of the 401k without tax penalty
● What’s the interest rate is
● How to use this financing to pay off high-interest debt
● What do business owners use the funds for typically
● Why Wallstreet doesn’t educate on this
 
Show resources:
👉 https://www.danielblue.me/

Are you wondering how to get your business set up with the business credit bureaus?
Just give me less than an hour of your time, and I’ll show you the keys to business credit bureau setup for your business. T
o best build fundability, be sure to schedule a consultation with us: 👉 https://info.creditsuite.com/business...
Key Moments in This Episode: ========================
💳 Business Credit Bureaus and Fundability
💳 All Bureaus are Not the Same
💳 Business Credit Monitoring for More Than Score
💳 The FICO SBSS Mystery 

Peter Millington is an avid participant in fintech and the application of cutting-edge technologies to the financial industry. Pete has spent over 25 years working in quantitative finance and founded Scientific Financial Systems in 2016 to advance the state of the art of data
science, big data, and machine learning in asset management. 
 
During the show we discuss:
● Advantages and disadvantages of integrating machine learning in finance
● How to know who to listen to when it comes to machine learning 
● Relationship between artificial intelligence and finance
● Role machine learning will play in finance in the future
● Distinction between finance and financial engineering
● Social media in promotion of machine learning
● What role machine learning play in finance
● The best machine learning available today
● Machine learning in financial engineering
● Machine learning benefits to finance
● How to know the data that’s useful
● What financial engineering entail
● Machine learning in banks
● Financial engineering
 
Show resources:
https://www.scifinsys.com/

Brent Bowers, is an investor and coach with a focus on buying and selling vacant land. 
While Brent invests in many different types of real estate, his favorite investment strategy deals with buying and selling vacant land, and he enjoys sharing his expertise in this area with his coaching clients. Brent chooses to live his life based on Bob Burg’s quote, “Your influence is determined by how abundantly you place other people’s interests first.” He is passionate about helping other people find success in real estate investing, particularly in land investments.
 
During the show we discuss:
● Why consider investing in vacant land if they’re already investing in other types of real estate
● How does investing in land differ from investing in single family or multifamily homes
● Tips for buying land most first-time buyers don’t consider
● What PropStream is and how it can help you buy land
● How to use Zillow to know how much to buy land for
● How to locate property in markets outside your own
● How to determine the properties to target to buy
● How to make your land more profitable
● How to classify which land is profitable
● Things to consider in investing in land
● How to determine the value of a land
● Why is there no competition in land
● Types of land to look at to buy
● 3 reasons why Brent love land
● How to sell the land you buy 
● Where to find land to buy
 
Show resources:
https://www.thelandsharks.com/

As an established business with solid cashflow you can get access to some of the best business loan options.
Join us as we show you 10 Business Loans you can use to take your business to the next level!
Looking for a Business Loan? We can help 👉 https://crdt.st/udBRI
Key Moments in This Episode ======================== 💰
What You’ll Learn Today
💰 The Big Picture for the Future of Your Business
💰 10 Business Loan Options Outlined
💰 Underwriting Qualification Review
💰 Where to Find Your Next Business Loan