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Thomas Castelli
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    • Invite Thomas to Speak
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Yearly Archives: 2024

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  2. 2024

Infinite Banking + ILIT: The Ultimate Strategy for Building Generational Wealth

Generational WealthBy Thomas CastelliAugust 17, 2024

The Infinite Banking Concept (IBC) combined with an Irrevocable Life Insurance Trust (ILIT) is a powerful strategy for creating and preserving wealth across generations. Learn how these tools can help secure your family’s financial future.

Why Time Doesn’t Equal Value in Business: A Modern Perspective

BusinessBy Thomas CastelliJune 22, 2024

Delve into the origins of the factory time system and uncover why the equation of time and value is outdated in today’s business environment. Learn how businesses can focus on outcomes rather than hours to drive success.

Where Passive Investing in Syndicates and Funds Fits into the Wealth Building Process

InvestingBy Thomas CastelliMay 28, 2024

Explore the benefits of passive investing in syndicates and funds for accredited investors. Understand how these investments can aid in wealth accumulation, provide cash flow during retirement, and facilitate wealth transfer through 721 Exchange and step-up in basis.

Introducing The Wealth Building Process

Generational Wealth, Personal FinanceBy Thomas CastelliMay 28, 2024

Dive into my latest framework called the wealth building process. From generating income to estate planning, we cover every essential step to secure and grow your financial future.

Understanding Scale in Business

BusinessBy Thomas CastelliMay 21, 2024

Discover how to scale your business by systematizing tasks, delegating effectively, and balancing imitation with innovation. This guide provides actionable insights to help your business grow efficiently.

The Rockefeller Waterfall Method: Building Generational Wealth Through Life Insurance

Generational WealthBy Thomas CastelliMay 12, 2024

Uncover the secrets of the Rockefeller Waterfall Method and how it uses life insurance to create a lasting legacy of wealth across generations, with insights into the different outcomes for the Rockefellers and Vanderbilts.

How “Family Wealth” Changed My Perspective on Generational Wealth

Generational WealthBy Thomas CastelliMay 12, 2024

Unveiling the profound shift in understanding generational wealth, influenced by insights from “Family Wealth” by James Hughes Jr.

Empowering Youth and Veterans: Financial Literacy and Business Opportunities

OtherBy Thomas CastelliMay 3, 2024

This blog discusses the importance of nurturing financial savvy in youth and assisting veterans in entrepreneurial pursuits as pathways to community empowerment.

Balancing Real Estate and Index Funds: A Strategic Investment Approach

Investing, Personal FinanceBy Thomas CastelliApril 28, 2024

Even as a dedicated real estate investor, diversifying with index funds offers a strategic advantage. This blog explains why index funds are a crucial part of my investment portfolio alongside real estate.

The 5 Pillars of Passive Investing for Limited Partners in Real Estate Syndication & Funds

InvestingBy Thomas CastelliApril 13, 2024

Dive into the essential strategies of passive investing in real estate, exploring the five foundational pillars that can guide limited partners towards achieving their investment goals.

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Thomas Castelli
Certified Public Accountant | Investor

The contents of this website do not constitute as tax, legal, or financial advice. Nor an offer to sell securities.

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