Financial Future – March to a Million

The Power of Real Estate Investing with Taylor Vick, CFA (Ep. 20)

By MarchToAMillion | March 13, 2024

Real estate is one of the most popular forms of investment. It offers a variety of benefits, such as income generation, capital appreciation, tax efficiency, and diversification.

However, real estate investing also comes with its own challenges, such as finding the right properties, managing them effectively, and navigating the complex legal and financial aspects.

That is why estate planning attorneys must be well educated in this field in order to provide the proper guidance to their clients.

Greg DuPont sits down with Taylor Vick, Managing Director at Blue Ridge Asset Management, to explore the ins and outs of real estate investing. Taylor shares his expertise on various types of real estate investments and the benefits of using self-directed IRAs. He also covers strategies for leveraging tax benefits to enhance investment returns.

Taylor discusses:

The wealth-building potential and steady income real estate offers
The liquidity aspect of real estate investments
The tax advantages of real estate investment
Exploring asset management, 1031 exchanges, and diversification strategies for real estate investments
Insights on real estate deals in the current market with higher interest rates and strategies for future potential refinancing
Incorporating real estate into trusts for estate planning to transfer valuable assets and minimize estate taxes
And more!

Connect With Taylor Vick:

Connect with Greg DuPont:

About Our Guest:

Taylor Vick has pursued a passionate commitment to the real estate investment community in and around the upstate for decades. Obtaining his CFA (Chartered Financial Analyst) designation, Taylor continued to drive his passion for real estate investing at a high level pursuing the most advanced training, traveling the globe attending industry-leading conferences, and continuing to stay at the leading edge of the investment world each and every day. His tenacity for reaching industry-leading milestones for Blue Ridge has shown year after year, including an increasingly growing total of $150+ million in real estate funds managed.

As Principal and Managing Director, Taylor has a wide range of industry expertise and involvement including private company investments, acquisitions, commercial loans, agency debt, insurance company loans, non-recourse financings, 1031 exchanges, leases with purchase options, originating mortgage notes to buyers, receiving mortgage notes from sellers, contract assessments and equity cash-out refinancing among a variety of strategies that lead the industry in both performance and success.

Taylor’s success is not only driven by the impressive numbers, tenacity, and hunger to lead the industry but in the relational side of Blue Ridge. With an investor-first mindset, Taylor prioritizes investor relationships as the foundation of Blue Ridge’s advancement in the industry and the ever-growing investor client list is proof of his unwavering relational commitment.

You can also find Taylor involved heavily in supporting local community missions, organizations, and events as his local roots remain strong in supporting the upstate’s growth surge sustainably.

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The Journey from an Attorney to a Financial Advocate (Ep. 1)

By MarchToAMillion | July 19, 2023

As an attorney, you have undoubtedly sharpened your skills in the intricacies of estate law.

There is, however, one crucial aspect you may have overlooked: confidently guiding your clients through their financial journeys. And that’s where we want to help you.

Welcome to The March to a Million podcast!

In this inaugural episode, Greg DuPont, the founder of the Wealth Solutions Network, shares his mission to positively impact a million lives by 2030 via his goal of empowering attorneys. Greg talks about how he believes that financially minded attorneys can provide valuable services to their clients by taking a holistic approach to their financial planning needs.

Greg discusses:

The need for financially minded attorneys to provide single-point responsibility and solutions for their client’s financial, tax, and legal needs
The licensing requirements for attorneys who want to provide investment advice
The type of attorney who would be well-suited for the Wealth Solutions Network
His educational background and how he became a lawyer and entrepreneur
His passion for helping people make good decisions and how he wants to bring that to people through his podcast and other outreach
And more!