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$30,000 in a SEP
$125,000 in cash

Plus Kerry was willing to

1. Take $200,000 of the equity out of her house
2. Take $100,000 of equity from her other real estate holdings through a refinancing
3. Shift the $30,000 from her IRAs into a true self-directed IRA
4. Move $100,000 of her cash to a better income-producing asset

All this allowed for a total of $430,000 to be directly allocated into a diverse range of unconventional and
aggressive income generating assets.
Because Kerry was already so heavily invested in real estate, she wanted to diversify her assets a bit. She had a
few field partners who were starting new businesses, both of which promised immediate cash flow, potential
appreciation, and depreciation. Since Kerry had a net worth that gave her accredited status with the IRS and the
SEC, I was supportive of her aggressive approach.
Kerry would receive $4,000 a month in passive income; $2,000 a month of this sum would be used to hire
additional care for her mother. Kerry’s efforts to increase her Cash Machine would now be supplemented without
her having to lift a finger. In terms of Debt Management , Kerry had a low-interest, fixed-rate mortgage that didn’t
need to go anywhere and her credit cards didn’t carry a balance.
Kerry’s Conditioning was to be a caretaker. She obviously felt responsible for a lot of people, including her ailing
mother. If she was to succeed in managing her Cash Machine, Kerry had to let go of her propensity to do everything
herself and get some help through Teamwork . In establishing a team, your standards should be high. Kerry needed
to take a Leadership role. It’s important to scrutinize the experts to make sure that you choose the best professionals
for your specific needs. Kerry had been getting some bad advice on her entity structuring. I’ve seen too many
accountants who are confused about how to properly structure entities, and who, in fact, create more problems than
they solve. Additionally, I’ve seen certified financial planners who can’t think beyond their training, or their fees
and commissions, to help their clients utilize the optimal investment vehicles and strategies.