- Видео 42
- Просмотров 1 599
Wealth Mavericks
Добавлен 16 окт 2023
The only podcast that helps doctors unlock the secrets to building generational wealth.
Cutting Through the Noise: How to Know Where to Invest Your Money
In a world full of investment options - real estate, stocks, business ventures, etc. - it’s easy to get lost in the noise and wonder where to invest your money.
In this episode, we explore why a tailored plan is crucial and how what works for one person may not work for another. We’ll discuss the value of asking questions (even the ones that might feel “dumb”) until you fully understand the investment at hand. Your financial future is worth the extra clarity. Join us as we break down the key elements of navigating today’s investment landscape with confidence and purpose.
Connect with Erin on Linkedin: www.linkedin.com/in/enevicosi/
Schedule some time with Erin: meetings.hubspot.com/nevicosi...
In this episode, we explore why a tailored plan is crucial and how what works for one person may not work for another. We’ll discuss the value of asking questions (even the ones that might feel “dumb”) until you fully understand the investment at hand. Your financial future is worth the extra clarity. Join us as we break down the key elements of navigating today’s investment landscape with confidence and purpose.
Connect with Erin on Linkedin: www.linkedin.com/in/enevicosi/
Schedule some time with Erin: meetings.hubspot.com/nevicosi...
Просмотров: 18
Видео
Future Focused: Helping Doctors Create a Roadmap for Success
Просмотров 20День назад
In this episode, we discuss the importance of “beginning with the end in mind” when it comes to your career or practice as a doctor. Having a clear vision for your future not only helps guide your decisions but also ensures that you’re working toward something meaningful. Without a plan, you risk reaching the end of your career realizing you don’t have enough or should have done things differen...
Stop Procrastinating: How a Year Round Tax Strategy Saves You Stress
Просмотров 3314 дней назад
Tax planning isn’t a once-a-year task-it’s a year-round, strategic process that goes far beyond just filing with a CPA. Many business owners and high-income earners procrastinate on their taxes because they feel overwhelmed by the mounting pressure leading up to deadlines. After each tax filing or quarterly payment, they may feel brief relief, only for the pressure to build again for the next d...
Cash Flow Recovery: The First Step Toward Lowering Your Taxes
Просмотров 2421 день назад
In this episode, we dive into the first step of our process, which we call our Cash Flow Recovery conversation. This powerful tool, developed by Terra Firma founder, Bob Wolf, gives you a clear estimate of what your true tax obligation should be. By reviewing your income and pinpointing your actual lifestyle expenses, we uncover the taxes you’re paying that you don’t need to be. Tune in to disc...
Indecision is a Decision: The Hidden Costs of Waiting
Просмотров 14Месяц назад
🔥 Tune in today for practical tips on how fast decisions can create big wins. We all settle for things that frustrate us - often without realizing it. But what if you could break free from indecision and start solving the problems that hold you back? In this episode, we dive into how to recognize the things you can change and find the courage to actually change them, especially when it comes to...
Reducing Audit Risk: Tax Planning Tips For Doctors
Просмотров 15Месяц назад
It’s a question we get often: If I start paying less in taxes, won’t I get audited? It’s a natural fear, but it’s one that’s often unfounded, especially when you have a strategic tax plan in place, which includes reasoning and documentation behind everything within it. Join us for this episode and learn about the steps you can take to lower your risk of an audit. Connect with Erin on Linkedin: ...
Defined Benefit Plans for Doctors: How to Know If One Is Right For You
Просмотров 27Месяц назад
In this episode we look at the pros and cons of a Defined Benefit Plan for doctors. This strategy comes up a lot as a way to save on taxes, but whether it’s the best option for you depends on your unique situation. Listen in and learn how to assess whether it’s the right move for you. Connect with Erin on Linkedin: www.linkedin.com/in/enevicosi/ Schedule some time with Erin: meetings.hubspot.co...
More Of Your Top Questions Answered
Просмотров 45Месяц назад
A few weeks ago we created an episode featuring our answers to the top 5 questions we get most often from prospective members - and it was a hit! Today we continue the Q&A with 5 more FAQs. We understand the natural skepticism that comes with considering a new financial team, and when following a different path you haven’t gone down before. The way we work and the strategies we recommend for ou...
Life Changing Books: Our Top 10 Personal Development Must-Reads
Просмотров 39Месяц назад
In today’s episode, Bob, Joe and Erin each share the top three personal development books that have had the biggest impact on them. Having read countless books over the years, it wasn’t easy narrowing it down - but they did it. Listen in as they share their top takeaways from each book. Whether you’re a seasoned reader or just starting your personal growth journey, you’re sure to find valuable ...
High Taxes Aren’t Inevitable: Lowering Your Taxes as a W2 Earning Doctor
Просмотров 262 месяца назад
🔥 Today we talk about the steps that high-earning W2 doctors can take to dramatically lower their tax burden. If you’re a doctor who’s frustrated by your high tax bill, and your accountant has told you that there’s not much to be done, or if you think that those high taxes are simply inevitable as your success grows, you won’t want to miss this episode. Connect with Erin on Linkedin: www.linked...
A Healthy Dose of Skepticism: Our Answers to Your Top 5 Questions
Просмотров 1482 месяца назад
Today we’re answering the 5 most common questions we get asked from prospective members. We understand the natural skepticism that comes with considering a new financial team, and when following a different path you haven’t gone down before. The way we work and the strategies we recommend for our members are usually not what people are accustomed to, because they’ve never worked with a tax plan...
Analysis Paralysis: How to Make Faster, Smarter Decisions
Просмотров 332 месяца назад
⚙️ Today we share how you can improve your decision-making process and where we commonly see doctors struggle. More businesses struggle with indecision than bad decisions. Many high-performance people struggle with speed of implementation which is the speed at which someone can learn a new concept/opportunity and the speed at which they are able to make the decision and execute. Most people ove...
Why Doctors Need a Tax Strategist, Not Just an Accountant
Просмотров 382 месяца назад
🔍 What makes Terra Firma different? That is usually the most common question that we hear. People are familiar with the title financial advisor, CPA, CFP, investment banker, etc. but are a little less familiar with the title we call ourselves which is an Asset coach and tax strategist. What does that mean? How did we come up with that? What is a Strategic Tax Plan? We have a lot of conversation...
Living a 10/10 Life In the 5 Areas That Matter Most
Просмотров 313 месяца назад
🔥 Join us as we share a powerful mental exercise that will help you live a 10/10 life. Today’s topic is about living the “Five Tens Lifestyle.” We’ve touched on this topic in a previous episode but want to take a deeper dive. The Five Tens is literally giving yourself a score 1-10 in five areas: Spiritual, Family, Business, Financial, Fitness. Joe breaks down the 5 categories and what they mean...
Your fair share of taxes: What it is and why it matters
Просмотров 443 месяца назад
Most of the people we talk to feel like they are overpaying on their federal income tax yet every day we hear that the wealthy aren’t paying their fair share. Do you understand what your “fair share” is? We have conversations every day where we help doctors determine what is their fair share. You only need so much to fund your lifestyle and are left with what is left after that and taxes to fun...
The Importance of Self Development for Doctors
Просмотров 353 месяца назад
The Importance of Self Development for Doctors
Managing High Income Part 2: Determining Reasonable Compensation as a Doctor
Просмотров 443 месяца назад
Managing High Income Part 2: Determining Reasonable Compensation as a Doctor
Managing High Income: Avoiding the Most Common Mistakes Doctors Make
Просмотров 634 месяца назад
Managing High Income: Avoiding the Most Common Mistakes Doctors Make
Calm in The Clinic: Peaceful Living For Doctors
Просмотров 284 месяца назад
Calm in The Clinic: Peaceful Living For Doctors
The Truth About "Dumb Doctor Deals" and How to Protect Yourself
Просмотров 434 месяца назад
The Truth About "Dumb Doctor Deals" and How to Protect Yourself
Healing the Healers: Tackling Doctor Burnout and Transforming Medical Practice Culture
Просмотров 284 месяца назад
Healing the Healers: Tackling Doctor Burnout and Transforming Medical Practice Culture
Why Doctors Need Collapsed Time Frame Strategies to Build Wealth
Просмотров 314 месяца назад
Why Doctors Need Collapsed Time Frame Strategies to Build Wealth
Specialty Matters: Why You Need a Family Office Approach
Просмотров 345 месяцев назад
Specialty Matters: Why You Need a Family Office Approach
Hitting The Plateau: Why Most Doctors Have Outgrown Their Financial Team
Просмотров 545 месяцев назад
Hitting The Plateau: Why Most Doctors Have Outgrown Their Financial Team
Avoid the pain of overreliance in your business
Просмотров 505 месяцев назад
Avoid the pain of overreliance in your business
Rich Doctor Poor Doctor: Avoiding Common Financial Pitfalls
Просмотров 316 месяцев назад
Rich Doctor Poor Doctor: Avoiding Common Financial Pitfalls
Asset Allocation For The Different Life Stages
Просмотров 696 месяцев назад
Asset Allocation For The Different Life Stages
Schedule some time with Erin: meetings.hubspot.com/nevicosi
Promo`SM 💃
Great episode, gents--love the rapport between you both, as well as the value and validity of the info that you are sharing. Looking forward to future episodes!
Thanks for listening Brian!