Disclaimer: This is a sponsored episode. Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. 📝 Alternative investments are more than just a buzzword—they’re a powerful path to wealth preservation and tax-efficient growth. In this episode of the Financial Freedom Podcast , we sit down with Brad Johnson , founder of Evergreen Capital , to break down how high-income professionals can unlock tax-advantaged investing strategies through exclusive opportunities in the private market. If you're a doctor, lawyer, or entrepreneur searching for ways to reduce your tax burden, grow passive income, and diversify beyond the stock market, this conversation delivers exactly what you're looking for. Brad shares his blueprint for wealth-building via GP stakes , manufactured housing , and long-short strategies that generate consistent returns and tax-loss harvesting . He explains how his firm, modeled as a “family office light,” offers access to vetted investments that are typically off-limits to the general public. Whether you're seeking real estate tax benefits , looking to reduce your ordinary income tax liability, or want to understand how Opportunity Zones 2.0 can defer and eliminate capital gains, Brad outlines tactical moves that fit the needs and goals of high-net-worth individuals. 👨⚕️ Are you a high earner trying to solve for: High tax bills with little relief? Lack of time to manage complex investments? Need for reliable passive income sources? This episode connects the dots between your challenges and the strategies that solve them. 💡 Brad Johnson’s insights give you: Access to private equity like a pro Proven alternatives to 60/40 portfolios Smart ways to compound wealth with less tax friction This discussion is for educational purposes only and does not constitute investment, tax, or legal advice. Evergreen Capital is a registered investment adviser. Registration does not imply any particular level of skill or training. Any reference to private funds or investments is illustrative only and not an offer or solicitation. Offers, if any, are made solely to accredited investors through official offering documents. ⏱️ Timestamps (12:38 video) : 00:00 - Intro to Brad Johnson & Evergreen Capital 01:00 - What are alternative investments? 02:05 - GP stakes and access to private equity 03:15 - Real estate for tax benefits 04:20 - Who qualifies to invest with Evergreen 05:10 - Manufactured housing and depreciation 06:20 - How doctors use REP status for tax strategies 07:40 - Fee structure and minimum investment 08:40 - Long-short trader funds explained 09:50 - Tax-loss harvesting for ordinary income 10:45 - Opportunity Zones 1.0 vs. 2.0 11:55 - Final thoughts and how to get in touch 🔖 Hashtags : #AlternativeInvestments #BradJohnson #EvergreenCapital #TaxStrategies #PassiveIncome #HighNetWorth #GPStakes #OpportunityZones #TraderFunds #DoctorsInvesting #FinancialFreedomPodcast We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/support Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18 Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/ Thank you to all of our sponsors and advertisers that help support the show! Financial Freedom for Physicians, Copyright 2025
