The Financial Planning Every Real Estate Investor Needs - with Sam Jones

What if the reason your finances feel “stuck”… is because your systems are broken?
In this episode, Jacob sits down with financial planner Sam Jones to expose the blind spots that cost people thousands every single year.


Sam isn’t your average advisor. From serving a Christian mission to specializing in real estate investors, he’s built a career around teaching simple, true financial principles that actually move the needle. He’s helped Jacob personally save thousands in taxes, and today he breaks down exactly how you can start doing the same.


Together, Jacob and Sam dive into:
• The most common reasons home insurance claims get denied and how to avoid them
• Why your goals don’t matter if your systems are weak (and how to fix that today!)
• How Sam uses charitable giving strategies to unlock major tax savings
• What working with an engaged financial planner or insurance agent really looks like
• LLCs for landlords and why they might affect your insurance more than you think
• How to know if your financial team (planner, insurance agent, CPA) is actually helping you win


If you’re serious about building wealth, protecting your assets, and finally getting your financial systems dialed in, this episode will give you the clarity and confidence to take action right now.

Sam Jones
Financial planner helping real estate investors and small-business owners build wealth through smart tax and cash-flow strategies.

[email protected]
https://vitalitycap.com/


Mentioned in the show
UVU Money Success Center (Formerly Money Management Resource Center)
https://www.uvu.edu/woodbury/money-su...
Charity Water
https://www.charitywater.org/

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Episode #7: FinancialGinger

0:00 - Jacob's Mission: Insuring Your Family - JacobInsuresUtah
2:12 - From Christian Missionary to Financial Planning: Sam's Story
7:05 - Unlocking Thousands in Tax Savings For Investors
11:12 - Maximize Tax Benefits with Strategic Charitable Donations
17:12 - Top Reasons Home Insurance Claims Are Denied
26:09 - Protecting Assets with LLCs and Umbrella Insurance
34:37 - How a Financial Planner Builds Systems That Help You
42:41 - Cash Flow Vs CapEx a Better Measure Of Property Income
50:17 - The Power of Ongoing Financial Planning
54:16 - Where To Get Professional Financial and Insurance Guidance