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Nội dung được cung cấp bởi Steven Pesavento, Passive Income Media, Name Your Number Show, and VonFinch Capital. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Steven Pesavento, Passive Income Media, Name Your Number Show, and VonFinch Capital hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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NYN E29: Tax-Smart Wealth Building: Strategies for Financial Independence with David A. Perez

42:03
 
Chia sẻ
 

Manage episode 376922472 series 2848636
Nội dung được cung cấp bởi Steven Pesavento, Passive Income Media, Name Your Number Show, and VonFinch Capital. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Steven Pesavento, Passive Income Media, Name Your Number Show, and VonFinch Capital hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

Key Takeaways

  1. The Power of Perspective: David's transformational journey from adversity to independence illustrates the significance of choosing how to perceive life's challenges.
  2. Clarity Leads to Confidence: Getting clear about your financial goals and understanding the tax landscape empowers you to make confident, informed decisions.
  3. Selecting the Right Advisors: Differentiate between tax preparers and tax strategists to ensure you're working with professionals who proactively optimize your financial situation.
  4. Tax-Smart Investing: Discover how strategic investing can minimize tax liabilities and maximize wealth accumulation.
  5. Impactful Financial Independence: David's mission to positively impact 1 million lives underscores the importance of financial education and empowerment.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

David A. Perez is a renowned tax strategist and financial educator dedicated to helping individuals and businesses navigate the complex world of taxation while optimizing wealth-building opportunities. With a background in real estate and a passion for financial independence, David has made it his mission to impact 1 million lives through tax-smart strategies and financial education. His journey from a sheltered upbringing to entrepreneurial success serves as an inspiring example of resilience and empowerment. Join David and Steven as they delve into the strategies and mindset needed for financial independence in this insightful podcast episode.

CTAs

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Investing to Hedge Against Inflation - Free online training at https://investormindset.com/start

Join InvestorMindset.com for more!

  continue reading

385 tập

Artwork
iconChia sẻ
 
Manage episode 376922472 series 2848636
Nội dung được cung cấp bởi Steven Pesavento, Passive Income Media, Name Your Number Show, and VonFinch Capital. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Steven Pesavento, Passive Income Media, Name Your Number Show, and VonFinch Capital hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

Key Takeaways

  1. The Power of Perspective: David's transformational journey from adversity to independence illustrates the significance of choosing how to perceive life's challenges.
  2. Clarity Leads to Confidence: Getting clear about your financial goals and understanding the tax landscape empowers you to make confident, informed decisions.
  3. Selecting the Right Advisors: Differentiate between tax preparers and tax strategists to ensure you're working with professionals who proactively optimize your financial situation.
  4. Tax-Smart Investing: Discover how strategic investing can minimize tax liabilities and maximize wealth accumulation.
  5. Impactful Financial Independence: David's mission to positively impact 1 million lives underscores the importance of financial education and empowerment.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

David A. Perez is a renowned tax strategist and financial educator dedicated to helping individuals and businesses navigate the complex world of taxation while optimizing wealth-building opportunities. With a background in real estate and a passion for financial independence, David has made it his mission to impact 1 million lives through tax-smart strategies and financial education. His journey from a sheltered upbringing to entrepreneurial success serves as an inspiring example of resilience and empowerment. Join David and Steven as they delve into the strategies and mindset needed for financial independence in this insightful podcast episode.

CTAs

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Investing to Hedge Against Inflation - Free online training at https://investormindset.com/start

Join InvestorMindset.com for more!

  continue reading

385 tập

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