Legacy Investing Show reviews: student results and case studies

Case study interviews on video, written success stories from Legacy Wealth Blueprint and Airbnb students, wealth plan snapshots, and Trustpilot reviews.

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Blueprint case studies on video

Legacy Wealth BlueprintCase study video

Stephanie Dailey’s case study

Saved over $20,000 in taxes in her first year

“we were just really blown away by how quickly it paid off”

Read Stephanie’s full case study

Legacy Wealth BlueprintCase study video

Albert’s case study

Put his net worth growth at 25% and cut his home insurance in half

“Before Legacy Wealth Blueprint, I would say the amount of financial knowledge I had was super slim.”

Read Albert’s full case study

Legacy Wealth BlueprintCase study video

Abigail’s case study

Calculated just under $100,000 in first-year ROI

“I'm coming in at just under a hundred thousand dollars ROI for just this year.”

Read Abigail’s full case study

Legacy Wealth BlueprintCase study video

Shawn’s case study

Expects a life-changing ROI once the plan is fully implemented

“If I truly play the game with you and I'm a good student and I follow the steps, oh yeah, for me, this is life-changing for sure.”

Read Shawn’s full case study

Tax savings client results

A reported result is what the student told us happened. Where it says plan projection, the number comes from the wealth plan, not from a bank statement.

Over $20,000

saved in year one

Reported result

Stephanie Dailey’s first year in the Blueprint

She says the refund was not all down to the course, but the course helped a lot.

Read Stephanie’s full case study

Just under $100,000

first-year ROI, her own figure

Reported result

Abigail worked out her own first-year ROI

Just under $100,000 for the year. That is her number, not ours.

Read Abigail’s full case study

$88,000

found after a CPA missed it

Reported result

The $88K tax savings case study

A $300,000 W-2 earner went through entity setup, deductions, withholding, and retirement accounts. The full transcript is in the post.

Read the $88K tax savings case study

$90,000 a year

gross revenue from one property

Reported result

Chad runs one short-term rental in North Florida

One property on three acres, about $2,500 a month in cash flow, inside his first year.

Read Chad’s full success story

$385,000

first-year value, aggressive case

Plan projection

Soojin’s plan models a conservative and an aggressive year

Two scenarios for the 2026 tax year, with the aggressive one at $385K.

Read Soojin’s wealth plan case study

$118,500 to $339,760

year-one value, Path A

Plan projection

Andreea’s plan covers a high-income severance year

A wide range, because a severance year gives you choices most years do not.

Read Andreea’s wealth plan case study

Wealth plan snapshots and modeled client results

Pages from the 12-month wealth plans Blueprint members get. Names and identifying details are blacked out. The dollar figures on them are modeled, not banked.

Inside a Legacy Wealth Blueprint wealth plan

These sections come from one member wealth plan, with the name blacked out.

Executive summary from a member wealth plan: $40,400 to $53,800 in first-year tax savings from eight strategies, plus $7,200 in cash flow, with the S-Corp election as the single highest-value move.
Year-one result cards from a member wealth plan: $47,600 in year-one tax savings, a $7,200 cash flow boost, and a 1.0 BTC three-year target.
Strategy #2 from a member wealth plan: Solo 401(k) maximum contribution with an estimated annual value of $20,500 to $24,500 and how it works.
Strategy #7 from a member wealth plan: Backdoor Roth IRA for both spouses with $14,000 a year in contributions and how it works.
Executive Summary page from a 2026 wealth strategy plan balancing debt elimination with tax optimization, stating $42,100-$52,900 in potential annual tax optimization value.
Executive Summary for a high-income W-2 earner ($300-399K) filing Married Filing Separately in California, showing modeled first-year impact from $68,849 (conservative) to $291,137 (aggressive).
Section 01 Executive Summary for a Maryland couple with the name redacted, showing W-2 household income near $147,000 and modeled first-year value of $36,726 to $41,970.
Executive Summary for a multi-member LLC owner in Chantilly, Virginia transitioning to self-employment, showing modeled first-year value from $142,506 to $318,293.
Executive Summary for an ER physician operating through an S-Corporation in California with rental properties, showing modeled first-year value from $132,429 to $318,745.
Executive Summary with the family name and other details blacked out, showing modeled first-year value from $154,839 to $394,557.
Page 1 of 31, Section 01 Executive Summary for a self-employed single filer in Atlanta, Georgia, showing a modeled conservative first-year value of $103,453.
Year-One Value table showing a Conservative scenario at $86,795 and an Aggressive scenario at $243,109, followed by a Core Planning Thesis heading; some words redacted.
Executive Summary titled 'Your Path to $50K+ Annual Tax Savings' for an IT consulting and AI business owner, stating $40,400 to $53,800 in first-year tax savings plus $7,200 in cash flow improvement.
Executive Summary for a 49-year-old architect and S-Corporation owner in Gates Mills, Ohio, showing modeled first-year value from about $36,646 to about $263,862.
Section 01 Executive Summary with the client name redacted, describing a digital marketing consulting side business and a goal of reducing a roughly $50,000 annual tax burden.
Executive Summary with some words redacted, showing modeled first-year value from $56,818 (conservative) to $189,819-$212,319 (aggressive).
Executive Summary with the household name redacted, for dual W-2 earners in Oceanside, California, showing modeled first-year value from $47,085 to $81,229.
Executive Summary labeled '2026 FOCUS - OBBBA-AWARE' for a high-income household in Carlsbad, California, showing modeled first-year value from $73,363 to $445,650.
Section 01 Executive Summary and Current Financial Position table for a W-2 earner in the $200-299K range filing Head of Household in Colorado, showing modeled value from $46,141 to $170,021; name redacted.
Card-style Executive Summary for a married-filing-jointly household in Florida with W-2 income of $200,000-$299,000, displaying a conservative scenario of $77,126 and an aggressive scenario of $279,877 in large type.
Executive Summary with the household name redacted, for a real estate investor household with income under $75K, showing modeled first-year value from $44,587 to $232,955.
Executive Summary with a 'Your Financial Snapshot' card showing annual household income $150,000-$199,000, liquid capital $10,000-$24,000, retirement assets $500,000+, and a goal of launching a short-term rental business to replace W-2 income by 2026.
Opening of an Executive Summary about a W-2 earner in the 32% federal bracket with a newly formed LLC, no state income tax, home equity and consolidation debt; the crop ends before any dollar figures.
Executive Summary for a high-earning W-2 professional with an S-Corp side business, stating a modeled first-year value range of $109,000 to $362,000.
Executive Summary for a dual-income household with a growing private therapy practice, stating a modeled year-one value range of $65,503 (conservative) to $104,239 (aggressive).
Executive Summary for a W-2 employee and single-member LLC owner in Jericho, New York filing jointly, stating a modeled first-year value range of $94,042 to $312,861.
Executive Summary for a high-income W-2 earner with a real estate portfolio and active LLC entities, name blacked out, stating a modeled first-year value range of $113,379 to $939,433.
Executive Summary for a high-income W-2 professional launching a consulting practice in Santa Fe, New Mexico, with a 39% combined marginal rate and a modeled first-year value range of $72,121 to $286,270.
Opening of an Executive Summary for a W-2 professional with a new consulting LLC, home equity, a commercial property and $500K+ in liquid capital; the crop ends before any value range.
Executive Summary for a 53-year-old federal employee filing jointly in Maryland with a new single-member LLC for Airbnb arbitrage, citing a combined marginal rate of about 33%; no value range in this crop.
Executive Summary for a 61-year-old Texas S-Corporation owner filing jointly, stating a modeled first-year value range of $92,909 to $333,812.
Executive Summary for a plan to replace a spouse's W-2 income through an RV park development and existing rentals, stating projected first-year tax savings of $10,260 to $35,625.
Executive Summary for a high-income W-2 earner with a recently formed Wyoming LLC, stating a modeled first-year value range of $57,883 to $243,660.
Executive Summary for a high-income married-filing-jointly household in Texas with an existing LLC, name blacked out, stating a modeled first-year value range of $90,653 to $410,337.
Executive Summary for a retired high-income individual in Texas with multiple entities, with a highlighted box stating a modeled 2026 value range of $116,420 to $431,651.
Cover page of a Wealth Strategy Snapshot labeled 'Educational Analysis', with the 'Prepared For' name blacked out, tax year focus 2026 Planning, prepared April 2026.
Executive Summary for a W-2 executive at an estimated 24% marginal federal rate building an Airbnb arbitrage business in Florida, stating a modeled first-year value range of $58,009 to $193,606.
Executive Summary for a 64-year-old solo S-Corporation owner in Hawaii, name blacked out, citing a combined marginal rate of about 43% and a modeled first-year value range of $101,149 to $443,077.
Executive Summary for a W-2 professional in California who recently launched a single-member LLC in health and wellness, stating a modeled first-year value range of $38,657 to $271,099.
Executive Summary for a 64-year-old married business owner running an S-Corp in Utah, stating a modeled first-year value range of $122,568 to $377,436.
Executive Summary describing 2026 tax optimization for a household with $300-399K income, LLC entities and a $50K oil-and-gas investment; the household name is blacked out.
Executive Summary for an S-Corporation owner in Kentucky earning about $293K for the 2026 tax year; the client name is blacked out.
Executive Summary for a retired married couple in Provo, Utah with about $1.2M in real estate, showing modeled first-year value from $8,746 to $208,578; the client name is blacked out.
Executive Summary targeting $50,000+ in 2026 tax reduction through real estate and Bitcoin accumulation, with $200,000 in capital deployed across two rental properties; some words redacted.
Dark-navy Executive Summary for a high-growth S-Corporation generating $400-499K annually with a military separation in November 2026, showing modeled first-year value from $124,503 to $372,736; names blacked out.
Executive Summary for a single W-2 commercial pilot in Idaho with a single-member LLC, showing modeled first-year value from $16,277 (foundation) to $46,473 (growth tilt).
Executive Summary for a self-employed professional in California with $200,000-$299,000 household income at a 33% combined marginal rate, showing modeled first-year value from $147,190 to $311,588; name blacked out.
Executive Summary for a dual-income household with $300-399K income in a 24% federal bracket and no Washington state income tax, showing modeled first-year value from $70,010 to $329,971; names blacked out.
Executive Summary headlined with a Year-One Financial Impact of $28,100-$48,800 in combined tax savings, cash flow improvement, debt elimination and wealth building for an S-Corporation owner with commercial property.
Executive Summary describing a plan to cut the 2025-2026 tax burden by $28,362 to $34,489 for a household earning $150K-$199K with a small LLC teaching business; some words redacted.
Executive Summary for a Head of Household filer in California with W-2 medical imaging contracting income and a single-member LLC, showing a 33.3% marginal rate and modeled first-year value from $88,933 to $351,951.
Executive Summary for a profile with $500K+ business income and $2M+ California rental equity, showing a 43% combined marginal rate and modeled first-year value from $218,559 to $471,770.
Wealth snapshot excerpt showing a modeled 2026 first-year value of $100,680-$484,837 plus a Current Financial Position table for a single 63-year-old in Maryland with $500,000+ W-2 income and $245,000 in 2024 taxes paid.
Executive Summary referencing the One Big Beautiful Bill Act and 100% bonus depreciation, showing modeled first-year value from $72,599 to $249,547 for a W-2 professional with self-employment income and rentals.
Executive Summary for a W-2 professional earning $200-299K filing Married Filing Separately in California, showing modeled first-year value from $53,212 to $350,881.
Executive Summary titled 'Your Path to Early Retirement Through Real Estate' showing $20,765 in first-year tax savings plus cash flow improvement for a short-term rental and side-business plan.
Executive Summary for a business owner and consultant in San Diego, California covering a Solo 401(k), a possible S-Corp election and a Bitcoin-anchored investment scenario; several words blacked out.
Executive Summary for a high-income W-2 household in Hawaii with military retirement and tax-free VA disability income, showing a roughly 41% blended marginal rate and modeled first-year value from $79,114 to $343,296.
Executive Summary describing tax optimization for a W-2 healthcare professional with an S-Corporation, modeling first-year value from $77,962 to $134,407.
Executive Summary describing a tax and investment plan for a household moving from $500K+ W-2 employment to consulting; a name is blacked out.
Executive Summary for a dual W-2 plus multi-member LLC household, modeling first-year value from $155,264 to $459,973; several words blacked out.
Executive Summary for someone moving from W-2 employment to entrepreneurship, aiming to cut the 2025 tax burden by $60,000-$85,000; some phrases blacked out.
Executive Summary describing a plan to eliminate $56,100 to $116,300 in taxes using a Wyoming LLC, S-Corp election and an Airbnb arbitrage strategy.
Executive Summary for an investment banker, stating a total first-year financial impact of $72,799 to $79,022 through debt elimination and tax optimization.
Executive Summary titled 'Your Wealth Plan at a Glance' stating a plan to cut the 2025 tax bill by $51,000+, optimize 2026 taxes by over $100,000, and build $240,000 in annual passive income by 2030.
Executive Summary and financial position table for a Head of Household with about $450,000 W-2 income, modeling first-year financial impact of $70,113 to $223,041.
Executive Summary for a recently retired federal employee in Virginia, with a two-day deadline notice for April 15, 2026 tax-year contributions.
Executive Summary describing a plan to build $1 million in net worth by age 45, stating $35,000+ in first-year tax savings and cash flow improvement.
Section 2 Executive Summary for a self-employed psychologist and professor in Honolulu, Hawaii, modeling first-year value from $125,474 to $314,433.
Executive Summary for a 37-year-old newly divorced head of household building a coaching practice, targeting $25,000-$40,000 annual passive income and a $2 million retirement fund by age 60; a name is blacked out.
Executive Summary for a retired military veteran with a bookkeeping business, modeling first-year value from $26,552 to $223,784 using Solo 401(k) and TSP-to-Roth conversion strategies.
Section 01 Executive Summary for a high-income dual W-2 and LLC earner in Woodbury, Minnesota, modeling first-year value from $153,705 to $397,620; a name is blacked out.
Section 1 Executive Summary for a married couple filing jointly in California with W-2 income and a single-member LLC, modeling a conservative first-year value of $88,430.
Executive Summary referencing a mandatory retirement date of November 27, 2028, modeling first-year value from $108,101 to $273,183; a name is blacked out.
Section 01 Executive Summary for an S-Corp business owner in Florida with about $450,000 household income, modeling first-year value from $128,501 to $331,696 and a path to $1M net worth by age 55.
Section 01 Executive Summary for a married-filing-jointly household in Florida with about $262,000 combined W-2 income and a newly formed single-member LLC (page 1 of 21).

Trustpilot reviews

TrustScore 4.2 out of 5 from 66 Trustpilot reviews: 77% five star, 11% four star, 3% three star, 9% one star. We do not control that page.

Wealth of knowledge - put knowledge into Action The course information is a wealth of knowledge. The thing is putting the information into action. Without that on a student's part, there is no success. The community portion is one of the best pieces of this platform and is most helpful. I would say more one-on-one with each student for the price, would have given it a 5-star review.
Lauren4 out of 5 starsRead it on Trustpilot
Highly recommend!! The thoroughness of this course is amazing! If I would have tried to launch a short term rental without Preston's direction and advice I would have crashed and burned! Best return on my investment to date!
j T5 out of 5 starsRead it on Trustpilot
Great program Great program, went from a projected 5 figure tax bill to getting a small return just implementing a few simple tax strategies. Highly recommend, Preston and his team are dialed on this stuff and the support is great to have a step by step plan given to you.
Isaac E.5 out of 5 starsRead it on Trustpilot
A+ experience I’ve had a great experience with Preston and the Legacy Wealth Blueprint team. In my first year, the strategies we implemented helped me identify over $80,000 in tax savings, and I’m currently on track to increase my net worth by roughly $127,000. What I’ve appreciated most is how practical the program is. It helped me look at my finances, taxes, and investments much more strategically and actually take action instead of just learning concepts. I’d absolutely recommend Preston and the LWB team to anyone looking to become more intentional about building wealth and keeping more of what they earn.
Prestige Estates Properties5 out of 5 starsRead it on Trustpilot
Excellent Financial Course This is an amazing course and I highly recommend it to anyone who are passionate on saving money and maximizing tax saving strategies. I also had the pleasure to speak to Luisa, who is part of the team that assists you with your wealth building. She was extremely helpful and patient with my questions. I consider her a great asset to the program. This is a 10/10 course, but make sure you commit.
Albert5 out of 5 starsRead it on Trustpilot
Very informative event that will help… Very informative event that will help anyone save more. I would suggest you go to his next one ASAP! :) Taking action NOW is the best move! #blessings# Galatians 5:22-23#
Amber Lynn Zuniga5 out of 5 starsRead it on Trustpilot
Take the time to do this! For a small $50 investment for a 3 day class this is definately worth it. Yes, there will be a small section to pitch other services (which I'm thinking ill move forward with) but the rest were broken out into 1 hour long sessions to maximize how you spend and invest money- all incomes were covered. Not everyone has to be interested in real estate. Again for $50 if all you do is fix your W2 contribution and set up your kids for a better future I would recommend this class.
Ashley A5 out of 5 starsRead it on Trustpilot
Get the VIP Participated in the program that was organized between Jan 30 and Feb 1st. Overall structure. First of all, it's not all day program. It goes between 10 AM CT and 1:00 PM CT with 5 min break here and there. After the main session ends, the VIPs join a separate Zoom call to ask questions in the chat. Make sure to send your questions as soon as the VIP meeting starts, otherwise, you might not get your question answered. A lot of questions come. In general, I got enough information that would help me to save good amount of money on taxes that I have been missing and potential misses. It stats with where you losing money on taxes, how to save money on tax with side hustle, how to start side hustle, which financial institutions to open business account, tax strategies, the changes coming and ending with Big Beautiful Bill, and 12 month plan to execute the things that discussed in the three day sessions. Preston just flies through slides and there is not much time to consume the information. I highly recommend to get the VIP access because of the video recording that you can watch later.
Andy5 out of 5 starsRead it on Trustpilot
Great Course This three-day course was an excellent introduction into so many different topics- tax strategies, business credit, investment optimization, AirBnB rentals, entity structure, types of debt, etc. I know most people may feel overwhelmed by the amount of information, but I thought it was great because it gave me so much more to study and talk about with my CPA. If he didn't list all of these deductions at all different profit levels, I would have never known about them in the first place. Now at least I know what I can look into. Also, the quarterly plan at the end was so great! Really tied everything together for what to do next. Preston is so knowledgeable. So grateful for his time.
Emma Faus5 out of 5 starsRead it on Trustpilot
Stop leaving it on the table... The Legacy Investing Show is an eye-opening experience! Three days packed with potential tax savings, you might be currently overpaying... The IRS is not planning to fund the special events in your life, so why pay them like they are? Invest in yourself and attend Legacy's next Investing Show.
James Wilde5 out of 5 starsRead it on Trustpilot
I am currently a W-2 earner who is… I am currently a W-2 earner who is getting ready to venture into the LLC world with a side hustle. I received a roadmap on how to best structure my new business for the best tax savings. However, I also gained great insight into the steps I need to take to align my risk tolerance to my investment strategy for retirement, how to utilize good debt to build my business, and learned about tax strategies that will hopefully apply to me in the near future. The only downside to this presentation is that the information was presented super fast, so I recommend purchasing the VIP package to gain access to the recordings. There is also a sales pitch approach that gets a little annoying, but Preston is just selling his own business, of course - cannot discredit him for that.
Meredith McKay Otmishi4 out of 5 starsRead it on Trustpilot
Worth the time! The Tax-Free income challenge is a like drinking from a fire hose, but they share a lot of GREAT information that most business owners aren't aware of. There is a sales pitch on day 2 but if you are someone that doesn't have the time to do things or dont know where to start, it's probably worth the investment. *Disclaimer* - I haven't bought in but will be in the next 30-60 days.
Matt Brower4 out of 5 starsRead it on Trustpilot
Preston and his guest speaker were very knowledgeable and informative. Preston and his guest speaker were very knowledgeable. There's lots of information to retained, I recommend screen shooting, to keep up. These are great tax and business strategies at a high level because every business is different. Overall, I thought it was worth attending to get an high level of understanding and doing further research to tailor it to your specific need.
va vang5 out of 5 starsRead it on Trustpilot
Preston’s presentation was really… Preston’s presentation was really helpful for me as a business owner because he brought up so many different tax saving strategies that I’ve only heard bits and pieces about previously, or had never heard about. It gave me real items to discuss with my CPA to be sure I’m saving as much as I can in taxes.
Ryan Plewe5 out of 5 starsRead it on Trustpilot
BOOM THIS IS REAL Learned more than I ever thought was possible. Always believed there were people out there who knew more than me and THERE ARE. I'd read books, I followed people on social media, watched YouTube videos. This program is a game changer. I'm so excited to move forward with this information and save over 10K on my taxes and that's just with the information I've retained and without having run ALL the numbers and different strategies Preston makes available. It is VERY fast paced. Get the VIP so you can go back and watch the videos. The other optional add ons are helpful if you aren't going to go through his program. I however am. It's basically a short cut. I've never been so excited for tax season.
Leah Hudspeth5 out of 5 starsRead it on Trustpilot
Worth the invenstment! Preston and his crew give clear information and examples of how his strategies may be implemented right away. If you are new to managing your taxes, investing, or short-term rentals, the program will open your eyes to opportunities you didn't even know existed.
Angi DiMattia Rigby5 out of 5 starsRead it on Trustpilot
Incredible financial strategies Incredible financial strategies, highly recommend! It has fast - track my husband and I financial planning for this year!
Alyssa Vasquez5 out of 5 starsRead it on Trustpilot
Making the complex strategies… Making the complex strategies understandable through real-world examples helped me to put it into my own context. Fast-based, but with the VIP access to the session recordings, this allowed for more content delivery.
Brian Inouye5 out of 5 starsRead it on Trustpilot
Absolutely incredible Absolutely incredible. Best take aways, 529 plan. QBI Can't wait to meet with my CPA to see what we can implement.
S Leal5 out of 5 starsRead it on Trustpilot
Very helpful info for the 3-day… Very helpful info for the 3-day webinar. Ability to get recordings as well is helpful to look back on and take action. Thank you!
Selah5 out of 5 starsRead it on Trustpilot
Excellent 3 day session Excellent 3 day session - I attended the Tax Free Wealth Challenge - learned a ton and enjoyed the sessions. I took a ton of notes and will be implementing some of the strategies immediately! Thanks Preston and team for the great information!
Jeanna Morris5 out of 5 starsRead it on Trustpilot
The real deal of family financial planning. Very informative, great presentation, great teacher. For the 3 days he covered taxes, finances, big beauty bill, passive income and a few other topics. Preston was very thorough and punctual. I would have liked him to talk about what a person who is already retired should do to help their finances at this time in their life. Just like most Americans, seniors also were not shown these strategies. Therefore, a senior would be in a more serious situation but still need help to plan for future generations and their current situation. This is a class every American could use especially "The Middle Class". Loved it Teresa
Teresa5 out of 5 starsRead it on Trustpilot
Good ROI on 3 Day Tax-Free Challenge I attended Preston's Tax-Free Income challenge over 3 days. I was glad I paid for the VIP upgrade because he shared a TON of info. This is for people who are making good income and are looking to save more in taxes through tax loopholes and creating business entities (like LLCs). His expertise is in AirBnB short-term rentals and he discusses how to use that strategy. You will walk away with a lot of valuable info and tax savings if you attend and take action on the 3 days of strategies shared. He does offer an additional paid program if you choose to work with him further. If you attend, pay for the VIP upgrade and workbook. It's worth it. And, plan to attend all 3 days - the info builds on each other (day 3 makes more sense if you watched day 1).
Amy Cochran Westbrook5 out of 5 starsRead it on Trustpilot
Road to becoming tax free Enjoyed attending the 3-day tax free challenge, wealth of information on how to become tax-free or pay less taxes. Answered questions that I/we had with regards to our W2 Employee, S-Corp, LLC, 529, QBI deduction, PTET, Trusts, Augusta Rule, how to structure, etc. Now, to work on what is needed. Thank you so much for everything that you discussed!
Gloria Ybarra5 out of 5 starsRead it on Trustpilot
Amazing Information Amazing about of info in a short amount of time. It is overload though and hard to retain everything so I am glad I purchased the recorded version. Would highly recommend everyone spend the 3-days to get the basics. Interested in working one-on-one to actually get this implemented. Only giving a 4 as its soooo much info in 3 days.
Tracy Lee4 out of 5 starsRead it on Trustpilot
Let's get it! These was a great experience because although I have some spread out knowledge about everything Preston talked about; combine knowledge with my husband; only one of us can focus on these. Since my husband work full-time; I've decided to attend the past 3 days. Everything makes sense now and are super applicable steps. We owe this to ourselves to fix our financial situations and since I, too recently starting part time in real estate; the dots are connecting. We choose to start doing because I am done waiting and saving on tax; aligning goals; and have the financial freedom to control our finances! It was 120% worth showing up all 3 days, got workbook to start plugging in numbers and go through quarterly plan! Thank you Preston & team!!
Eva Gaghansa5 out of 5 starsRead it on Trustpilot
A genuinely helpful & eye opening experience. Preston is very knowledgable and down to Earth. He's done well for himself and his family at such a young age and is now doing more by helping others get the opportunity to do well for themselves too. Bravo! Congrats on your success!
Loan Dang5 out of 5 starsRead it on Trustpilot
No gate keeping, here! What I appreciated the most was what he revealed about the steps he personally has taken to be in a better position. He gave us everything to take action and be better financially today.
Lea Bush5 out of 5 starsRead it on Trustpilot
I didn’t realize how much I didn’t know… I didn’t realize how much I didn’t know until I took this class. A lot of the terms were familiar, but I never really understood how everything fit together. These three days helped me connect the dots and figure out where I’m at and what to do next. It was packed with useful info—legal, financial, tax stuff—and how it all works as a system. Super helpful.
Earl5 out of 5 starsRead it on Trustpilot
Excellent firehouse of information Excellent firehouse of information! We learned a lot and have a long list of “to dos” and things to speak to our professional team about. The class is fast and furious and can be overwhelming so the strategy that would work best is get the VIP ticket in order to get the documentation and video replays. Only take what you can absorb at the moment and then be sure to revisit the videos and notes periodically. Loved the class and highly recommend to everyone looking to build wealth and keep it!
High Country Construction of D5 out of 5 starsRead it on Trustpilot
Tax Strategies Having a side business is absolutely essential in today’s financial climate. The insights shared in this 3-Day Tax Challenge completely reshaped how I view money, taxes, and long-term wealth building. I learned how W-2 tax savings can open the door to real financial freedom, and it’s motivated me to take action and turn these strategies into reality. This approach might not work for everyone, but it truly can apply to anyone willing to learn, take action, and explore new ways to shape their financial future.
Brady B.5 out of 5 starsRead it on Trustpilot
Well worth the investment The 3 day session was jam packed full of useful information and strategies that can be implemented right away. I paid for the VIP access and found the extra 1 hour sessions to ask direct questions to Preston incredibly helpful for my personal situation. I highly recommend this course for anyone serious about changing/adding to their financial outlook.
Ian Whiteley5 out of 5 starsRead it on Trustpilot
I learned a lot from attending the… I learned a lot from attending the 3-day seminar. I'm a CPA, and I was especially interested about learning about entity structure and the PTET benefits. Well worth the time!
Rachel Ramirez5 out of 5 starsRead it on Trustpilot
LWB Members Free Training Opportunity Preston allowed LWB members to get in on this training. I felt this training outlined tax strategies much more in detail than some of his other videos. This was invaluable to learning and understanding more about business formation and tax strategies in my state. Also, the more I hear this stuff them more familiar I am getting with it- so anything repeated is great review for me. Thank you Preston and team for allowing LWB members in on this training!!
Lauren5 out of 5 starsRead it on Trustpilot
Really good overview of tax strategies! Really good overview of all the tax advantage strategies to consider! Some can be implemented immediately and others are for longer term consideration. But the presentation is a fantastic way to examine your situation and kick-off your tax/financial planning.
Rigo Vazquez5 out of 5 starsRead it on Trustpilot
Tax Free Income is always good! I'm on day 3 of Preston's Tax Free Income Challenge. This 3 days seminar has been very informative. Lots of tips for tax deductions on individuals and business owners. This is a must for high earners who wants to cut their tax bills and learn a new business.
Mitch5 out of 5 starsRead it on Trustpilot
It gives you 100+ times the value for… It gives you 100+ times the value for what you pay. I followed Preston for quite a few months before I booked his seminar and it’s going to save me thousands of dollars in taxes and give me a fresh perspective for my business. Thank you Preston.
Ellie5 out of 5 starsRead it on Trustpilot
Good content on taxes Good content on taxes. Felt sincere in helping everyone do better with taxes and elevating our knowledge. I thought it could have been more interactive with questions after each session would have been helpful. Some number crunching could have been more clearer. Material dispursement could have been better. Lots of people not getting workbooks and links to VIP.. felt could have been better.
Lan Tran4 out of 5 starsRead it on Trustpilot
Great value!! Great value!! The way course is structured made it easy to follow. All the information is clearly explained. Really recommend taking the course to structure your planning and tax situation.
GERMAN A5 out of 5 starsRead it on Trustpilot
Mind Blown!! Mind Blown!!! I had high expectations for the session with Preston SEO and his team because I am just starting out at 57yrs old trying to change my money perspective from the ways I was taught from generations before. I was absolutely amazed my the information and volume of content that they were willing to share and the expertise they have. If you don’t have a solid plan for building generational wealth, you should run not walk to Legacy! Thank you Preston and your team for making a life altering shift for the better in my future & my kids etc.
Susan Stultz5 out of 5 starsRead it on Trustpilot
This course was helpful and I learned… This course was helpful and I learned so much I never knew. I'm excited to take the next steps.
JulieM5 out of 5 starsRead it on Trustpilot
I think this is great all the info it’s… I think this is great all the info it’s aplicable worth every penny I dint want to keep paying taxes when you don’t have too thank you PRESTON I feel relief that my life it’s about to change no more pay Check to pay check and creating generational wealth
David Guevara5 out of 5 starsRead it on Trustpilot
Preston was very well prepared and gave… Preston was very well prepared and gave real life examples regarding how each tax rule applied. The teaching was excellent and definitely worth the time!
Ellen Schooler5 out of 5 starsRead it on Trustpilot
A LOT of information A LOT of information! This is a new knowledge seek for me so it was a titch overwhelming but, I will implement some simple strategies right away to make a big difference. I have definitely had a shift in thinking about my approach to money!
Micki Sawyer5 out of 5 starsRead it on Trustpilot
Great tax return and income boosting learning experience Great learning experience towards a holistic take on tax planning and income boosting.
Isandel Agosto5 out of 5 starsRead it on Trustpilot
Preston is very knowledgeable Preston is very knowledgeable. Lots of good information in the challenge I did not know about. He talks a little fast and frantic. Thank goodness I got the VIP so I could see the replay. I would have liked to have the replays to be available next day or later that day after session. It also would have been nice to have the workbook bundled with VIP. It’s a lot of info to go through but really valuable especially if you are trying to save $ on taxes as W2 employee trying to do a side hustle. Heart 💗 Preston . Thank you.
Esther m4 out of 5 starsRead it on Trustpilot
A comprehensive and detailed 3-day… A comprehensive and detailed 3-day workshop on tax savings, investment growth, income acceleration via LLC/S-corp, applicable to beginners and advanced financial strategy needs. Definitely worth the investment.
Lulu4 out of 5 starsRead it on Trustpilot
Jam packed with great information Jam packed with great information, loved the slides with the step by step system to implement what Preston taught during this 3 day online event. Would like to have seen/heard more about Spendthrift Trusts and also about 508 c(1)(a) structures.
Chrys G.5 out of 5 starsRead it on Trustpilot
A couple of plus ++ A couple of plus ++: GREAT 3-day sessions; super valuable to a wide cross section of folks, business owners or not this course will definitely pay you back 10X in $$$ savings. A couple of minus -- Did not appreciate the long sales pitch in the middle of Day 2 class; could have made that optional at the end of Day 3.
Wayne Thompson5 out of 5 starsRead it on Trustpilot
Highly Recommend Shared great information, often with step-by-step instruction. Used real examples and addressed participant questions. VERY informative. Provided clarity on complex tax issues. Highly recommend!
Barb Sentieri-Randell5 out of 5 starsRead it on Trustpilot
The three days challenge was great!! The three days challenge was great!!! I learned many tools to be more successful in my business strategy! and now I have a map where to beginning
Niulka M. Canal Oficial5 out of 5 starsRead it on Trustpilot
Great overview of tax strategies Great overview of tax strategies! Lot of Q&A and resources offered for help with tax planning. Good information on how to maximize income, wealth and legacy.
AA5 out of 5 starsRead it on Trustpilot
Financial Literacy! Thanks so much for all of the income, estate and tax planning education you provide. I feel so much more enlightened and am now empowered to take action. I appreciate you sharing your wisdom with me-thank you!
Gina Carling5 out of 5 starsRead it on Trustpilot
Preston is very knowledgeable Preston is very knowledgeable, well prepared, and thorough. Attending these sessions had vastly increased my knowledge. I can see how applying what he has taught me is not only going to put money in my pocket this year, but will also set my family and I up for success in the future. Very well done. I highly recommend. This has been worth my time.
Carol Vermeer Neel5 out of 5 starsRead it on Trustpilot
Engaging and Applicable! This was one of the most useful webinars I have ever done. The content was exactly what I have been looking for and incredibly valuable!
Ann Jensen Warren5 out of 5 starsRead it on Trustpilot
Preston and his team are a wealth of… Preston and his team are a wealth of knowledge. Buckle in - it is a lot to learn but there is a roadmap to achieve it - step by step. Thank you!
Libby5 out of 5 starsRead it on Trustpilot
Preston has amazing frameworks! Preston goes in depth into different strategies and puts it in frameworks that are easy to follow along. Got tons of value and relieved to see there's a hold-my-hand option available as well for those of us that need it
cali c5 out of 5 starsRead it on Trustpilot
Great experience and a knowledge of… Great experience and a knowledge of information that one can implement right away.
April Hayes5 out of 5 starsRead it on Trustpilot

Airbnb success stories

AirbnbFirst property

Alvaro Acquired His First Property In First Week

Published as a written result. No video is published for this one.

Kirk in an Airbnb success story video Play Kirk

AirbnbMonthly cash flow

Kirk is making $2000/mo from his first Airbnb while working his full-time job as a nurse

Video: How this Nurse Locked Up a $2,000/mo Profit Property

Read Kirk’s full success story

AirbnbFirst property

Tyler & Jenna beat 400+ proposals to land a deal

Published as a written result. No video is published for this one.

AirbnbMonthly cash flow

Monique is making ~$1800/mo with her 1st Airbnb

Published as a written result. No video is published for this one.

Written Blueprint student results

BlueprintTax savings

Tax refund after implementing the strategies

$20k tax refund after implementing the tax strategies and advice here. That was not solely because of this course but the course helped a lot. It helped me get off my rear and get more organized.

Stephanie Dailey

Tagged tax, refund, STR

BlueprintCredit and debt

Credit score, from one utilization change

Before I got to Module 2, I used to wait for the statement balance and then pay it off in full. But after learning more, I started paying it down before the statement closes to lower my credit utilization - and it boosted my score by 50 points!

Ivanka Sangria

Tagged credit

BlueprintCredit and debt

FICO jump in under four weeks

Jumped my FICO score 35 points in less than 4 weeks with Experian Boost!

Brian

Tagged FICO

BlueprintCredit and debt

Cut a car payment entirely

Sold my expensive car and got a cheaper one. No more $760 per month payment!

Jan Zafar

Tagged member win

BlueprintTax savings

Three month check-in

I signed up for Prime corporate tax services and already have my tax plan in place for 2025 to keep my income within a 12% bracket... I officially created my first digital product and made 2 sales. I started a new job this month with a 15k per year pay increase. This workplace also has a better work life balance and working environment which is already contributing to better health and energy. With my new salary and the side work I already do, my base income for 2026 will be 100k+ for the first time ever!

Leilani Stevens

Tagged tax, income

BlueprintCredit and debt

Negotiated a card rate down

What a Pandora of knowledge. Sharing my small win, I was able to lower my Discover credit card interest rate from 13.49% to 9.9% for 6 months.

Aperna Mittal Borum

Tagged credit

BlueprintCredit and debt

Debt restructure

Qualified for a 0% CC. Received it last week and paid off one of my 29% interest cards. Each slice of bread will make a loaf!

Dan Kovacich

Tagged debt, STR

BlueprintCredit and debt

Three week progress check-in

Calculated my financial freedom number. Implemented both Snowball and Snowflake methods to start paying off my highest-interest debt. Formed my first two business entities. Results so far: increased my credit score by +15 points in the past 2 weeks.

Leilani Stevens

Tagged credit, debt

BlueprintFirst property

Finished the course and first STR

I used several of the resources from the course to identify about 3-5 potential STRs and a couple arbitrage Airbnbs, and after looking at the tax implications was able to determine that purchasing was a better option for me right now. After looking at several and modeling them out, I've found an amazing property exactly where I wanted it to be, and have a close date of August 14th! I intend to have it up and running by mid-late September.

Sue Ulintz

Tagged tax, Airbnb, STR

BlueprintFirst property

STR Roadmap

I'm happy to announce (after a few months of searching) I've officially closed on my first short term rental (STR) investment property! I know this is just the starting point and still a lot of work ahead to get it listed but looking forward to it. Thanks to Sam Becze for all the dedication, support, and continued help!

Michael Gallagher

Tagged STR, rental

BlueprintFirst property

Got our first Airbnb posted

Got our first Airbnb posted. Home in Elk Grove, 4 bedrooms, 3 baths. Excited!

Priscilla A Agbunag

Tagged Airbnb

BlueprintFirst property

Putting the customized blueprint into action

Went over customized wealth blueprint with Jeff. Much kudos to Jeff! He was very thorough and provided lots of helpful information. Going to view rental properties tomorrow.

Nim Shahid

Tagged rental

BlueprintProgram feedback

We finished!

We just finished all the course content, and are looking forward to learning the ropes of Airbnb arbitrage!

Daniel & Michelle Gibby

Tagged Airbnb

BlueprintCredit and debt

Course Complete

Completed the course! Learned a lot! Have used an early payment to credit card before statement to reduce % of utilization. Worked like a charm.

Jun Song

Tagged credit

BlueprintTax savings

W-4 revision submitted

I submitted my W-4 revision. I've been married for 15 years and I still had my withholding as if I was single. No need to keep giving the IRS a free loan.

Dewan Studdard

Tagged member win

BlueprintRetirement and investing

Completed all modules - and acted on all of them

I have set up recurrent automatic investments for DCA, rebalanced my 401K portfolio, frozen my credit with the 3 credit bureaus, and asked about the back door Roth IRA option. My next step is to establish a 2-3 year cash reserve fund.

Valerie Ann Hopkins

Tagged credit, Roth, 401(k)

BlueprintRetirement and investing

First covered calls and a backdoor Roth

I am very proud of myself for taking action on what I learned. I opened and contributed to a Roth IRA via backdoor for both 2025 and 2026 to the max limit. While I have a decent 401K, I hadn't looked into any other ways to prepare for my retirement before. Happy I finally took action!

Sunny Davis

Tagged Roth, 401(k)

BlueprintCredit and debt

Celebrating financial baby steps

I created a budget plan and automated payments to pay off my highest interest debt within 8 months. I did not panic while I was setting up the budget sheet - it actually felt like such a gift to myself to get this intimate with my finances!

Leilani Stevens

Tagged debt

BlueprintCredit and debt

Getting moving

We've joined, and now have watched 3 of the modules taking notes as we go along. Boy, did I learn a lot about credit! I never knew that paying off my credit card each month did not guarantee that my credit score was stellar. Tonight, we worked at raising the credit limit on all our cards.

Maureen & Dave DeFrance

Tagged credit

BlueprintRetirement and investing

Small wins

Reorganized finances, moved small money from places, moved savings to a high-interest savings account above 4%, and started migrating finance tracking to Monarch.

Shelley Stone

Tagged Monarch

BlueprintEntity and estate

Business strategy session completed

With thanks to Preston for negotiating fair prices for Legacy Wealth members, I had a great consultation with Grey Sorenson from Prime Services. He was knowledgeable, professional and patient and helped me set the order of operations that allowed immediate tax gains and asset protection in this calendar year. Though I could try to take these tasks on myself, it's a relief to have experts file the business for me, tied to a trust - so that tax year 2025 looks a whole lot better than prior years.

Lynn Herrington

Tagged tax, STR, trust

BlueprintEntity and estate

Prime

I'm excited to say I signed up with Prime. I have been wanting to do my Trust and Will for some time. Prime made understanding the process and creating my LLC easy. It's really awesome that Preston collaborated with such a great company and we receive a discount on their services.

Jessica Gadzia

Tagged LLC, trust

BlueprintEntity and estate

Finished courses and questionnaire

Finally finished all the courses - amazing content. Learned so much. Completed the questionnaire. Also set up LLCs for rentals with Prime. And met with a tax advisor at Prime. And started my estate plan. Making progress!

Sharon

Tagged tax, rental, LLC, estate plan

BlueprintTax savings

Many wins last week

As we continue to learn more about implementing key strategies and investing, our paradigm has done a complete 180 regarding how to retain more of our earned income and invest smarter, which is helping to position ourselves in a much better place financially. We want to encourage you all to keep moving towards your freedom goals as we all continue on this legacy wealth journey.

Joel & Aleta Pollard

Tagged STR, income

BlueprintEntity and estate

The ball is rolling

My husband and I just completed our courses and questionnaire! Our LLCs are set up, we're opening a business account, and we talk to Incite Tax tomorrow. The path is paved and we are ready to ride it!

Elizabeth Schlankey

Tagged tax, LLC

BlueprintEntity and estate

Getting going!

Just excited - 8 days in and we started our LLC process and learned so much from our session with Prime! Getting estate planning set up and excited about what the future looks like with this info and these tools at our fingertips!

Cheryse Burgos Santos

Tagged LLC, estate plan

BlueprintEntity and estate

Four things done in one month

Finished the wealth building course and the questionnaire, and over halfway through the arbitrage course. Set up an LLC and bank account, started my estate plan, and scheduled a tax strategy call.

Benjamin Morris

Tagged tax, STR, LLC, estate plan

BlueprintTax savings

Tax strategy session

Just finished up with my session and whew. Really stepping out of my comfort zone with all of this. But I'm proud of myself for taking this big step and change for myself and I'm excited to see where this goes and leads to!

Kimberly Kohlhaas

Tagged tax, STR

BlueprintProgram feedback

Greetings from AZ

I'm super excited about the numerous applicable tax strategies I've heard so far - makes so much sense vs what I've been doing wrong for so long. I'm super impressed with the organization of material presented so far: to the point, very well structured, organized, seems geared towards busy people. Powerful tools available, people resources available through messaging and coaching. Truly this program is a blessing! Only wish I started sooner, but better now than never.

Cathy Nguyen

Tagged tax, STR, coaching

BlueprintProgram feedback

Loving the LWB!

I am impressed with the amount of great content and the wealth of knowledge that Preston and his team are sharing with us. The other night I went through Options Trading and it reminded me of my university classes, but this time the way Preston explained it, with the real estate example, made it so much easier to grasp - and I loved the fact you can earn solid cashflow through selling options.

Pedro Martinez Del Rio

Tagged estate plan, cash flow

BlueprintProgram feedback

On the 3-Day Tax Challenge

I want to confirm that it is absolutely worth the time and investment. The speakers were fantastic, offering tons of cool insights and perspectives that are a powerful addition to the LWB curriculum. The presentation materials were also top-notch. While it's a lot of information to process, the overall value is immense!

Brady Bai

Tagged tax

BlueprintProgram feedback

All phases complete

Wow! There is some great info found in these modules and I'm grateful to be a part of this program. I've learned a LOT! If you feel like you're stuck or think you're too slow getting through these modules, don't quit, it's worth it.

Trey Waller

Tagged member win

BlueprintEntity and estate

All modules and LLC setup complete

I've learned so much and feel like I have a better understanding of my path forward to financial freedom. For those just starting, hang in there. It's a lot of content to get through, but if you chip at it a little each day, you'll get there. There's plenty of valuable information, so absorb it and try to implement it into your routine.

Kyle Wilson

Tagged LLC

BlueprintProgram feedback

Aloha from Hawaii

I have been following The Legacy Investing Show for a couple of years now. To have the opportunity to learn these wealth secrets, and the support and tools all in one place, is a dream come true. So grateful!

Larissa N Hekau

Tagged member win

BlueprintProgram feedback

A big step towards financial freedom

I've started the program about two weekends ago. The foundational materials are so detailed and full of insights, and I enjoyed my first coaching call as well. Thanks Preston for the content, and coaches Brandon and Jeff for the inputs.

Roderick Fanou

Tagged coaching

BlueprintProgram feedback

Hello from the Bay Area

I am on Phase 5 of the curriculum and I am so grateful for this program. Thank you!

Tia Hutchinson

Tagged member win

BlueprintProgram feedback

Greetings from Orange County

I recently enrolled in this program and am already impressed by how well-organized and comprehensive it is.

Albert Aparicio

Tagged member win

BlueprintProgram feedback

Course complete

This feels like a tremendous accomplishment. We're fine-tuning Monarch this afternoon and learning to populate the net worth calculator to gain perspective on how we should take our next steps towards real estate investing. We're so grateful for the content in this course. Next level!

Alex Herring

Tagged estate plan, Monarch

BlueprintProgram feedback

First week

So happy to be here! Finished Phase 1. Consolidating finances into Monarch. Met with Prime. Opening a HYSA. So encouraged. Love the videos, support calls, quality referrals, and connections!

Lindsay Purdie

Tagged Monarch, HYSA

BlueprintProgram feedback

Getting back on track

I wish this was taught in schools. I wish this was taught to me before I had my first job at 14. But I know that if I make the right moves now and into the future, I'll be able to break the cycle of poverty in my family, and actually generate wealth not just for me, but possibly for future generations.

Christopher Joya

Tagged member win

BlueprintProgram feedback

Greetings from Utah

When I finally decided something has to change I came across another ad for Preston's webinar. I signed up - again - but this time I made the time to attend. For the first time in a long time I felt hopeful of the future. I discussed it with my wife and we met with a Legacy Wealth rep. Now we are both here no longer feeling trapped, but hopeful we can live the life we've always wanted but felt was out of our reach.

Dustin Salerno

Tagged member win

BlueprintProgram feedback

End of October review

I am looking at money and tax structure in a new light after the course material. I am seeing how structuring finances the right way through business entities will save taxpayers thousands of dollars and how they can upscale every aspect of their life using this strategy. It is opening up so many opportunities to grow.

Lauren T

Tagged tax, STR

BlueprintProgram feedback

Eye-opening

Tuned in live on Sunday and it was eye opening how some of the things introduced just aren't knowledge everyone should know - especially if you make good income and are still living paycheck to paycheck with some savings and investments on the side.

Kevin Shih

Tagged income

BlueprintProgram feedback

More time or money?

So excited to join this program and bring efficiency to our financial life. I always thought there had to be better strategies than what we were doing. Now I see there are and can't wait to implement them.

Amy L Dean-Wojcik

Tagged STR

Read the honest review before you decide

The review post covers the prices, the complaints, and the questions to ask before you pay.

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Every result on this page is self-reported and individual. It is not typical, and it is not a promise of what you will get.