Episode 293: [Client Spotlight] Solar Tax Credits and Bank On Yourself® with Julia Amstutz

In this episode, we ask: What do you see? Have you ever used SoftSoap? What problem did Robert Taylor solve? What did Sherlock Holmes say? Who can see (and not just observe)? Who is Julia Amstutz? What was dinner like for Julia growing up? What did Julia learn from her parents about budgeting? What happened...

In this episode, we ask:

What do you see?
Have you ever used SoftSoap?
What problem did Robert Taylor solve?
What did Sherlock Holmes say?
Who can see (and not just observe)?
Who is Julia Amstutz?
What was dinner like for Julia growing up?
What did Julia learn from her parents about budgeting?
What happened when Julia came back from Europe?
Is deferring tax always a good idea?
What is the tax rate now?
What will the tax rate be in the future?
What is Julia up to now?
How has Julia used her policy?
How did Julia and her husband Steve pay cash for their car?
What was Steve’s reaction when learning about Julia’s policy?
What about the solar installation project?
What about tax credits and renewable energy credits?
Is it possible to zero out an electric bill?
How is Julia repurposing the energy bill to repay the policy loan?
What about thinking long term?
What happens in the first few years?
What pays off?
How much has Julia’s policy grown?
What additional goals does Julia have with her policy?
What about liquidity?
What about contributing to your own retirement savings?
What are the takeaways?
Who thinks about tax deferral?
How does Julia transcend this limited thinking?
Who thinks long range?
How does a CPA think?
What about thinking out loud, talking with a buddy?
How might you think about it in a different way?

Julia Amstutz grew up in Italy where her parents served as missionaries until they moved back to the United States when she was sixteen. She attended Wheaton college and began her career in public accounting shortly after graduation.

She is now a senior manager in the National Professional Standards Group of an international public accounting firm. She lives in Central Illinois with her husband Steve and together they enjoy serving the international students in their community.