Jan 07 2025 55 mins 2
Noah Rosenfarb is the founder of Freedom Family Office, a “comprehensive financial firm offering personalized wealth advice for entrepreneurs.” Noah is a seasoned wealth coach, with over two decades of experience in the industry. He’s also a serial entrepreneur that has built, sold, and invested in more than 50 real estate acquisitions valuing nearly $1 billion. Listen in as Kalika and Noah talk all about what it really means to achieve financial freedom. Noah covers actionable strategies in building passive income, managing taxes, and maintaining a healthy personal life. Tune in!
Timestamps:
02:20 Financial Freedom and Time Freedom
04:49 Lifestyle Creep
07:51 Setting Personal Goals
11:00 Tax Strategies
22:11 Life Insurance
26:51 Longevity and Financial Planning
28:19 Teamwork Makes the Dream Work
28:45 Noah’s Daily Life
30:05 EOS and Business Systems
32:46 Estate Planning
35:42 Proactive Planning
38:51 Financial Advice
43:22 The Role of Technology
Links:
Freedom Family Office: https://freedomfamilyoffice.com/
Wealththrive: https://www.wealthrive.com/
Talk About Tax: https://talktofreedom.com/talkabouttax/
