Jun 15, 2023
Are you passionate about making a positive impact through purpose-driven investing? On today's episode, we talk to Toby Mathis about purpose-driven investing and how it provides much-needed housing for underserved areas of society. Get expert advice on using grant money and other social benefits for your investments, as well as tips on house hacking to increase net operating income. Don't miss this chance to learn from experts how to make the most of your real estate investments!
Toby Mathis is a 25-year tax attorney and founding partner at Anderson Advisors, whose career has focused on how to save money and how to make money. As a result of Anderson’s tax work with tens of thousands of successful investors, Toby has pieced together their methods to building wealth and now educates on the surprisingly simple processes.
[00:01 - 05:59] Opening Segment
• Purpose-driven investing and how investors can do that
• How individual investors can focus on something that matters to them
[06:00 - 11:46] From Trauma to Recovery
• Providing the National Association of Recovery Residents criteria for homes
• It costs much less to house them in a drug court setting
• Neighbors often embrace the idea of housing people in need
[11:47 - 16:17] Closing Segment
• How investors can get started with purpose-driven investing
Connect with Toby:
YouTube: Toby Mathis Esq | Tax Planning & Asset Protection
Website: Anderson Advisors
Instagram: @andersonadvisors
Facebook: Anderson Business Advisors
Key Quotes:
“You can go out and get grant money if you want. There are so many different opportunities when you decide to do social good.” - Toby Mathis
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