# E11 Unlocking Wealth with Spendthrift Trusts: A Conversation with Sally Marie Gimon

> Episode 12 of the WELLthy Investor Podcast

- **Published:** 2024-06-20
- **Duration:** 00:39:28

## Description

In this episode of The WELLthy Investor Show, host Matias sits down with Sally Marie Gimon, a seasoned real estate investor and insurance agent who transformed her financial future through the power of Spendthrift Trusts. After a series of life-changing events in 2018, Sally embarked on a journey to

## Show Notes

In this episode of The WELLthy Investor Show, host Matias sits down with Sally Marie Gimon, a seasoned real estate investor and insurance agent who transformed her financial future through the power of Spendthrift Trusts. After a series of life-changing events in 2018, Sally embarked on a journey to find ways to protect and grow her wealth while minimizing taxes. She discovered the incredible benefits of Business and Beneficial Spendthrift Trusts, which have helped her and countless others legally defer capital gains and protect their assets from potential lawsuits.

Sally shares her inspiring story of overcoming financial challenges, her strategic approach to real estate investing, and the invaluable lessons she's learned along the way. She explains how Spendthrift Trusts work, their legal standing, and how they can be a game-changer for investors, business owners, and anyone looking to safeguard their financial future.

Tune in to learn how you can apply these strategies to your own investments and secure your wealth for generations to come. Whether you're a seasoned investor or just starting out, this episode is packed with practical insights and actionable advice that you won't want to miss.

Sally's Recommended Book: The Power of your Subconscious Mind: https://amzn.to/3KR9ryA

Sally's Links:

Spendthrift Trust: https://thetrustisyou.com/?rf=QnHeFvwXLhbr5u96V6mT [https://email.mail.themaxcommunity.com/c/eJx0Uk2P2ywY_DXm5pXBgJ0Dh3fzJmnSqOrHdrftxcLwOEZrwAVsN_31laNVtYftdXjmQzOoxmghT-y-e-rvj8fPv4st08-HxSItoMV1i5H2VhonrDTDXerByl_KWzs5k653ytuX98YvDkLszdik6whCXsCp6w3VCASucF3iihYcwarUWIhRXmC1__B4v_1pv388vd_tJDv3h6fq4eXqJrX48NwNfnmFrTQo2YaVnc55UbU5xVjnbcsgx7xV0FVtTYv6NSUmGFdep6hUUskc47LOKZUkrzVtcwKbCjhlALpD4GYTvLPgkhiD15NKxjvUi6ogFdWwIYoTDqRlRKqSMwIcCt1hjYwgBaEFxyUhpCT8TlO6obIluOqKilQyo8U_uxxEn9IYs_K_jOwzsk89pDDFZOLVT-vFCpf70GXl_5_cO9jPy7dz3wY2bfgjtw9o8LdFf6RDms9q-rqNmn05lcfdyJCF1Hst5GjQGPxsNAQxgNTKOwcq-YCCSD0sMAypvxo3Q0w-ZLS43PKu-aKfggJxazU3cc7XbSCgJFbjN12TUN42b36xJCA1f9edBfkTAAD__5mN3w4]

https://www.instagram.com/sallygimon/

https://www.youtube.com/@sallygimon

Follow us on social media https://linktr.ee/thewellthyinvestorr for updates and more enriching content.  ***This information is not intended to be medical or financial advice.  Please consult licensed professionals and do your own research

TimeStamps:

00:00 Introduction to The Wealthy Investor Show

00:17 Summer Plans and Family Time

00:41 Exciting Summer Activities

01:20 Challenges of Podcasting During Summer

01:48 Morning Routines and Deck Enjoyment

02:01 Introducing Today's Guest: Sally Gimmon

02:05 Sally's Journey into Real Estate

02:44 Discovering Spendthrift Trusts

06:36 Sally's Real Estate Success and Tax Challenges

11:42 Seller Financing Strategies

18:16 Explaining the Spendthrift Trust

20:12 Understanding Tax Filing Statuses

20:20 Tax Brackets and Capital Gains

21:20 The Role of a Trust in Tax Savings

26:16 Real-Life Examples of Trust Benefits

31:26 Generational Wealth and Trusts

34:41 How to Get Started with Trusts

38:16 Conclusion and Contact Information

## Links

- [Listen on web](https://anchor.fm/s/f92ea708/podcast/play/89639028/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-6-25%2F383790897-48000-2-7f1264158da34856.m4a)
- [Watch on YouTube](https://www.youtube.com/watch?v=FH0UM07B_lE)
- [Full HTML version](https://reiagent.com/episodes/ep-012-e11-unlocking-wealth-with-spendthrift-trusts-a-conversation-/)