Stacks Over Tax

Stacks Over Tax
  • 5.0 (3)
  • Business
  • Updated Weekly

The incredible podcast that shows listeners how to save ungodly amounts of tax and manage their affairs so they can get the same kinds of benefits the big corporations get.

  1. Jul 24

    He Sold His Company for $5M, Then Spent 10 Minutes a Year Getting Rich with Jeremy Schneider

    🔥 Are You Overpaying the IRS? Take Our Free 60-Second Survey and Find Out.https://bit.ly/taxquiz2026🔥 Connect With Jeremy Schneider💻 Website: https://hellonectarine.com and https://personalfinanceclub.com/🎯 Youtube:  @personalfinanceclub  🎯 LinkedIn: https://www.linkedin.com/in/jerschneid/🎯 Instagram: https://www.instagram.com/personalfinanceclub🔥 He turned a decade of grinding into a $5 million exit — and then grew that into full financial independence by 36 by doing almost NOTHING with it.In this episode of Stacks Over Tax, Mark Lewis, EA sits down with Jeremy Schneider — founder of Personal Finance Club and co-founder of Nectarine — to break down the radically simple playbook behind his wealth: live below your means, invest early and often, buy index funds, and leave them alone. Jeremy explains why he spends roughly ten minutes a year investing, why nobody (not even the pros) can reliably beat the market, and why the 1% advisor fee that sounds harmless can quietly erase half your portfolio over a lifetime.If you own a business, sit in index funds, or you're trusting a financial advisor with your future, this conversation lays out why simplicity beats complexity, how to spot a conflicted advisor, and why the best returns usually come from your own business, not your brokerage account.🔥 In this episode: - How a $5M exit turned into financial independence by 36 - Why "put yourself in a lucky position" beats waiting for luck - Live below your means and invest early and often - Why you can't beat the index and shouldn't try - How active managers quietly lose to the market - The 1% advisor fee that erodes half your portfolio - Commission vs. AUM vs. flat-fee financial advice - Why your own business usually beats any investment - The health-decay curve and why "Die With Zero" matters⭐️ This channel is dedicated to helping entrepreneurs legally reduce taxes, protect assets, structure LLCs correctly, build generational wealth, and avoid the financial traps most business owners never see coming.0:00 — A $5M exit and financial independence by 364:13 — Retiring early: freedom, not the finish line6:08 — How the $5M sale actually happened8:25 — "Putting yourself in a lucky position"13:16 — Advice for people who aren't entrepreneurs15:38 — Live below your means, invest early and often17:45 — Why you can't beat the index22:53 — How active managers lose to the market25:19 — Why your own business beats any investment29:18 — "Die With Zero" and the health-decay curve30:32 — How he actually funds his lifestyle (the 4% rule)36:24 — Why flat-fee financial advice matters37:48 — Commission vs. AUM vs. flat-fee models45:15 — Nobody in finance is obligated to save you🔔SUBSCRIBE TO MY CHANNEL ⭐️Connect with Us:http://www.executivemoneystrategies.com/🔥 Take the free 60-second tax reduction survey:http://bit.ly/taxquiz2026📖 Get Your Copy of Mark's Newest Book: "Turn Your $60,000 Salary Into $1 Million"https://bit.ly/60KtoMillion 📧 Email Mark: mark@marksmoneysecrets.com💻 Watch: https://www.youtube.com/@MarksMoneyStrategies🎯IG https://www.instagram.com/marksmoneystrategies/ 🎯FB https://www.facebook.com/marksmoneystrategies🎯TT https://www.tiktok.com/@marksmoneystrategies#LLC #SCorp #BusinessTaxes #TaxReduction #AssetProtection #BusinessOwner #Entrepreneur #WealthBuilding #TaxPlanning #SmallBusinessTaxes #MultiMemberLLC #HoldingCompany #AugustaRule #BusinessDeductions #SelfEmploymentTax #GenerationalWealth #WealthPreservation #BusinessFinance #FinancialFreedom #CorporateStructure #Trust #EstatePlanning #CashFlowInvesting #AdvancedTaxStrategies #FamilyWealth #BusinessConsulting #TaxLoopholes #MarkLewis #IndexFunds #FIRE© 2026 All Rights Reserved | Mark Lewis, EA | Executive Money Strategies---

  2. Jul 23

    Why Your Paid-Off House Is Making You Poorer with Cody Berman

    🔥 Are You Overpaying the IRS? Take Our Free 60-Second Survey and Find Out.https://bit.ly/taxquiz2026🔥 Connect With Cody📖 Book: https://retireby30book.com/💻 Website: https://codydberman.com/🎯 Youtube:  @codydberman  🎤 Podcast:  @TheFIShow  🎯 Instagram: https://www.instagram.com/codydberman/Cody Berman is an entrepreneur, real estate investor, personal finance educator, and author of Retire by 30. He reached financial independence at 25 through online business, strategic investing, and intentional living, and now helps others achieve freedom on their own terms. He’s the creator of an award-winning personal finance podcast and has built multiple seven-figure businesses.🔥 Everyone assumes early retirement requires a MASSIVE salary — and that assumption is exactly why most people work until 65.In this episode of Stacks Over Tax, Mark Lewis, EA sits down with Cody Berman — founder of Gold City Ventures, co-host of The Financial Independence Show, and a real estate investor who reached financial independence at just 25 years old. Cody breaks down the exact framework he used to get there, and the money myths that keep everyone else stuck.If you own an LLC, an S-Corp, or you're building wealth as an entrepreneur, this conversation reframes how you think about your income, your expenses, and the biggest "asset" most people never question — their home.🔥 In this episode: - How Cody reached financial independence at 25 - The "maximize the gap" method between income and expenses - Why house hacking turns your home into a cash-flowing asset - The grandfather's-house story that proves your home may be a liability - Nest-egg (4% rule) vs. cash-flow paths to freedom - The "big three" expenses eating 67% of your budget - Why you may never want to pay off your house - The "enough bar" and escaping the scarcity mindset⭐️This channel is dedicated to helping entrepreneurs legally reduce taxes, protect assets, structure LLCs correctly, build generational wealth, and avoid the financial traps most business owners never see coming.00:00 Meet Cody Berman: FI at 2503:20 "Retire by 30" and what FIRE really means07:45 Maximize the gap: income minus expenses13:10 Where to invest the gap (index funds, not lottery-ticket stocks)19:30 House hacking explained: FHA, low down, rent the rest26:15 The grandfather's house: why your home is a liability33:40 Nest-egg vs. cash-flow paths to freedom40:05 The "enough bar" and the moving-goalpost trap46:20 Values, money dials, and the annual review ritual🔔SUBSCRIBE TO MY CHANNEL ⭐️Connect with Us:http://www.executivemoneystrategies.com/🔥 Take the free 60-second tax reduction survey:http://bit.ly/taxquiz2026📖 Get Your Copy of Mark's Newest Book: "Turn Your $60,000 Salary Into $1 Million"https://bit.ly/60KtoMillion 📧 Email Mark: mark@marksmoneysecrets.com💻 Watch: https://www.youtube.com/@MarksMoneyStrategies🎯IG https://www.instagram.com/marksmoneystrategies/ 🎯FB https://www.facebook.com/marksmoneystrategies🎯TT https://www.tiktok.com/@marksmoneystrategies#LLC #SCorp #BusinessTaxes #TaxReduction #AssetProtection #BusinessOwner #Entrepreneur #WealthBuilding #TaxPlanning #SmallBusinessTaxes #MultiMemberLLC #HoldingCompany #AugustaRule #BusinessDeductions #SelfEmploymentTax #GenerationalWealth #WealthPreservation #BusinessFinance #FinancialFreedom #CorporateStructure #Trust #EstatePlanning #CashFlowInvesting #AdvancedTaxStrategies #FamilyWealth #BusinessConsulting #TaxLoopholes #MarkLewis #FIRE #HouseHacking© 2026 All Rights Reserved | Mark Lewis, EA | Executive Money Strategies---

  3. Jul 23

    Grant Cardone Breaks His Silence: Deposition, Lawsuit & the Truth About Cardone Capital

    Grant Cardone is releasing nearly 16 hours of deposition testimony connected to the Cardone Capital lawsuit. Now, in this exclusive Grant Cardone interview, he sits down with Mark Lewis, EA on Stacks Over Tax for an unfiltered conversation about Cardone Capital, real estate investing, sales, AI, wealth—and the sacrifices required to build a multibillion-dollar empire.Grant reveals why he dumped his 401(k), rejected traditional diversification, sold his dream home in Los Angeles, and invested the equity into the real estate portfolio that ultimately changed his life.“People don’t get rich diversifying. They get rich by making big commitments.”This is not a surface-level Grant Cardone interview.Grant opens up about overcoming drug addiction, borrowing $3,000 from his mother to learn sales, building Cardone Capital, managing hundreds of millions in annual revenue, and why he still believes he is thinking too small.We also discuss:• The Cardone Capital lawsuit and Grant Cardone deposition• Why Grant is releasing his testimony publicly• Why he abandoned his 401(k) for real estate• The investment decision that helped build his real estate empire• Why 80% of his revenue comes from follow-up• Why his companies make approximately 11,000 calls per day• The truth about sales, advertising and customer acquisition• Why most entrepreneurs quit following up too early• Grant’s recovery from addiction and search for purpose• Why he sold his dream home to invest in his business• Grant Cardone’s approach to AI and business systems• Whether artificial intelligence threatens capitalism• Why being “good” will no longer be enough• How to become exceptional at one valuable skill• Why commitment requires eliminating Plan BWhether you support Grant Cardone, criticize him, follow the Cardone Capital lawsuit, or simply want to understand how he thinks, this interview gives you the opportunity to hear directly from Grant himself.Watch the full conversation and decide for yourself.What was the most powerful thing Grant said in this interview?Leave your answer in the comments.━━━━━━━━━━━━━━━━━━━━GRANT CARDONE DEPOSITION AND CARDONE CAPITAL LAWSUITGrant Cardone is publicly releasing deposition testimony related to ongoing litigation involving Cardone Capital. The lawsuit includes disputed allegations concerning statements made about certain Cardone Capital investment funds.The court has not made a final determination regarding the parties’ disputed claims.Grant Cardone deposition: https://www.youtube.com/watch?v=jhzq8WCufDk━━━━━━━━━━━━━━━━━━━━ABOUT GRANT CARDONEGrant Cardone is the founder and CEO of Cardone Capital and Cardone Training Technologies. He is the bestselling author of The 10X Rule, Be Obsessed or Be Average, and multiple books on sales, business, real estate and wealth.Learn More about Grant Cardone and his 90 Day System:www.GrantCardone.com/strategy━━━━━━━━━━━━━━━━━━━━ABOUT MARK LEWIS, EA🔥 Are You Overpaying the IRS? Take Our Free 60-Second Survey and Find Out.https://bit.ly/taxquiz2026Email: mark@marksmoneysecrets.comSite: http://www.ExecutiveMoneyStrategies.comWatch: https://www.youtube.com/@MarksMoneyStrategiesIG https://www.instagram.com/marksmoneystrategies/ FB https://www.facebook.com/marksmoneystrategiesTT https://www.tiktok.com/@marksmoneystrategies━━━━━━━━━━━━━━━━━━━━#GrantCardone #CardoneCapital #GrantCardoneInterview #GrantCardoneLawsuit #GrantCardoneDeposition #RealEstateInvesting #10X #Entrepreneurship #SalesTraining #BusinessGrowth© 2026 All Rights Reserved | Mark Lewis, EA | Executive Money Strategies

  4. Jul 23

    Manhattan Bike Crash Changed His Life | Now He Owns Thousands of Doors with Jason Yarusi

    🔥 Are You Overpaying the IRS? Take Our Free 60-Second Survey and Find Out.https://bit.ly/taxquiz2026🔥 Connect with Jason Yarusi @liveonehundred  💻 Website: https://www.yarusiholdings.com/Jason-Yarusi🔥 One Night On A Bike In Manhattan CHANGED Everything.In this episode of Stacks Over Tax, Mark Lewis, EA sits down with Jason Yarusi — host of Multifamily Live and one of the most recognized voices in apartment syndication, with thousands of doors acquired. Jason shares the bike crash that forced him to stop complaining and start changing, and how the same mindset that rebuilt his life built a multifamily empire. Then they get into the real mechanics: why apartments beat single-family homes, how cap rates and forced appreciation actually work, and why "passive" real estate is rarely passive.If you own an LLC, S-Corp, or you're a small-to-medium business owner thinking about real estate, cash flow, or just getting unstuck, this conversation delivers both the strategy and the mindset.🔥 In this episode: - The bike crash that changed Jason's life - Why single-family homes are the worst move - Cap rates and forced appreciation explained - Why real estate is rarely truly passive - "You're always the common denominator" - The three-actionable-things habit - Where real estate investors fail most - The one thing that matters most when building a business⭐️ This channel is dedicated to helping entrepreneurs legally reduce taxes, protect assets, structure LLCs correctly, build generational wealth, and avoid the financial traps most business owners never see coming.🔔SUBSCRIBE TO MY CHANNEL ⭐️Connect with Us:http://www.executivemoneystrategies.com/🔥 Take the free 60-second tax reduction survey:http://bit.ly/taxquiz2026🔥 Get Your Copy of Mark's Newest Book: "Turn Your $60,000 Salary Into $1 Million"https://bit.ly/60KtoMillion 📧 Email Mark: mark@marksmoneysecrets.com💻 Watch: https://www.youtube.com/@MarksMoneyStrategies🎯IG https://www.instagram.com/marksmoneystrategies/ 🎯FB https://www.facebook.com/marksmoneystrategies🎯TT https://www.tiktok.com/@marksmoneystrategies#Entrepreneur  #Finance #LLC #SCorp #BusinessTaxes #TaxReduction #AssetProtection #BusinessOwner #Entrepreneur #WealthBuilding #TaxPlanning #SmallBusinessTaxes #MultiMemberLLC #HoldingCompany #AugustaRule #BusinessDeductions #SelfEmploymentTax #GenerationalWealth #WealthPreservation #BusinessFinance #FinancialFreedom #CorporateStructure #Trust #EstatePlanning #CashFlowInvesting #AdvancedTaxStrategies #FamilyWealth #BusinessConsulting #TaxLoopholes #MarkLewis #RealEstateInvesting #ApartmentSyndication© 2026 All Rights Reserved | Mark Lewis, EA | Executive Money Strategies---

  5. Jul 22

    How Peter Thiel Turned $1,700 Into $26 Million Tax-Free (Legally) with Adam Bergman

    🔥 Are You Overpaying the IRS? Take Our Free 60-Second Survey and Find Out.https://bit.ly/taxquiz2026🔥 Connect with Adam Bergman💻 Website: https://adam-bergman.com/🎯 Youtube:  @IRAFinancial  🎯 Instagram: https://www.instagram.com/theirafinancial/🔥 There's $19 TRILLION sitting in IRAs and 401(k)s — and almost none of it is touching real estate, crypto, or private equity. Not because it's illegal. Because nobody ever told you it was allowed.In this episode of Stacks Over Tax, Mark Lewis, EA sits down with Adam Bergman — a New York tax and ERISA attorney, founder of IRA Financial, author of nine books on retirement strategy, and one of the country's leading experts in self-directed retirement planning. Adam breaks down exactly how sophisticated investors legally move alternative assets into their retirement accounts — and the specific rules keeping everyone else stuck in stocks and mutual funds.If you own an LLC, an S-Corp, or you're building wealth as an entrepreneur, this conversation shows you how to put real estate, private business stock, crypto, or even your own startup inside a retirement account — and how the wrong structure can quietly cost you tens of thousands in penalty taxes.🔥 In this episode: - What counts as an "alternative asset" (and why Wall Street walls it off) - The 3 things you can never do inside an IRA - Why the Roth IRA is the most powerful account in the tax code - The Peter Thiel strategy that turned pennies into millions, tax-free - ROBS: using retirement funds to buy or launch a business - Selling a business tax-free — stock sale vs. asset sale - UBIT and the "C-Corp blocker" — the hidden 37% tax on leverage - Adam's path from Wall Street tax lawyer to founding IRA FinancialThis channel is dedicated to helping entrepreneurs legally reduce taxes, protect assets, structure LLCs correctly, build generational wealth, and avoid the financial traps most business owners never see coming.0:00 — Cold open: the alternative asset nobody uses0:18 — Meet Adam Bergman, founder of IRA Financial1:09 — What's an alternative asset (and why Wall Street blocks it)3:56 — The 3 things you can never do inside an IRA6:35 — Why the Roth IRA is the most powerful account in the tax code7:46 — The Peter Thiel strategy: pennies to millions, tax-free10:15 — ROBS: buying a business or franchise with retirement funds13:34 — Selling the business tax-free: stock sale vs. asset sale15:51 — UBIT and the "C-Corp blocker": the hidden 37% tax on leverage25:43 — Adam's path from Wall Street lawyer to founder35:48 — Where to find Adam Bergman / IRA Financial🔔SUBSCRIBE TO MY CHANNEL ⭐️Connect with Us:http://www.executivemoneystrategies.com/🔥 Take the free 60-second tax reduction survey:http://bit.ly/taxquiz2026📖 Get Your Copy of Mark's Newest Book: "Turn Your $60,000 Salary Into $1 Million"https://bit.ly/60KtoMillion 📧 Email Mark: mark@marksmoneysecrets.com💻 Watch: https://www.youtube.com/@MarksMoneyStrategies🎯IG https://www.instagram.com/marksmoneystrategies/ 🎯FB https://www.facebook.com/marksmoneystrategies🎯TT https://www.tiktok.com/@marksmoneystrategies#entrepreneur  #finance #LLC #SCorp #BusinessTaxes #TaxReduction #AssetProtection #BusinessOwner #Entrepreneur #WealthBuilding #TaxPlanning #SmallBusinessTaxes #MultiMemberLLC #HoldingCompany #AugustaRule #BusinessDeductions #SelfEmploymentTax #GenerationalWealth #WealthPreservation #BusinessFinance #FinancialFreedom #CorporateStructure #Trust #EstatePlanning #CashFlowInvesting #AdvancedTaxStrategies #FamilyWealth #BusinessConsulting #TaxLoopholes #MarkLewis #SelfDirectedIRA #AlternativeAssets© 2026 All Rights Reserved | Mark Lewis, EA | Executive Money Strategies---

  6. Jul 22

    The Consistency That Built a Podcast Empire with John Lee Dumas

    🔥 Are You Overpaying the IRS? Take Our Free 60-Second Survey and Find Out.https://bit.ly/taxquiz2026🔥 Connect with John Lee Dumas💻 Website: https://www.eofire.com/🎯 Youtube:  @JohnLeeDumas  ⭐️ We Bridge The Gap Between Wall Street Wisdom and Main Street Success.If you're a business owner tired of handing your hard-earned money to the IRS and Wall Street, you're in the right place— the real playbook for legally slashing your tax bill, protecting your wealth, and taking back control of your financial future. Mark Lewis, EA is an IRS Enrolled Agent with over 20 years of experience helping entrepreneurs build smarter tax strategies, protect their assets, and create lasting financial security. He’s known for breaking down complex IRS rules into simple, practical strategies you can actually use:• How the wealthy legally reduce taxes• How to protect your business and personal assets• Smart trust strategies most people never hear about• Financial structures that create long-term stability🔔SUBSCRIBE TO MY CHANNEL ⭐️ CONNECT:📧 Email Mark: mark@marksmoneysecrets.com📖 Site: http://www.ExecutiveMoneyStrategies.com💻 Watch: https://www.youtube.com/@MarksMoneyStrategies🎯IG https://www.instagram.com/marksmoneystrategies/ 🎯FB https://www.facebook.com/marksmoneystrategies🎯TT https://www.tiktok.com/@marksmoneystrategies#entrepreneur  #finance © 2026 All Rights Reserved | Mark Lewis, EA | Executive Money Strategies---

  7. Jul 22

    Why 61% of Traders Lose and What the 3% Do Differently With Shawn O'Malley

    🔥 Are You Overpaying the IRS? Take Our Free 60-Second Survey and Find Out.https://bit.ly/taxquiz2026🔥 Connect with Shawn Below💻 Website: https://www.theinvestorspodcast.com/🎯 Youtube: @MillennialInvesting🎯 Instagram: instagram.com/theinvestorspodcastnetwork⭐️ We Bridge The Gap Between Wall Street Wisdom and Main Street Success.If you're a business owner tired of handing your hard-earned money to the IRS and Wall Street, you're in the right place— the real playbook for legally slashing your tax bill, protecting your wealth, and taking back control of your financial future. Mark Lewis, EA is an IRS Enrolled Agent with over 20 years of experience helping entrepreneurs build smarter tax strategies, protect their assets, and create lasting financial security. He’s known for breaking down complex IRS rules into simple, practical strategies you can actually use:• How the wealthy legally reduce taxes• How to protect your business and personal assets• Smart trust strategies most people never hear about• Financial structures that create long-term stability🔔SUBSCRIBE TO MY CHANNEL ⭐️ CONNECT:📧 Email Mark: mark@marksmoneysecrets.com📖 Site: http://www.ExecutiveMoneyStrategies.com💻 Watch: https://www.youtube.com/@MarksMoneyStrategies🎯IG https://www.instagram.com/marksmoneystrategies/ 🎯FB https://www.facebook.com/marksmoneystrategies🎯TT https://www.tiktok.com/@marksmoneystrategies#entrepreneur  #finance © 2026 All Rights Reserved | Mark Lewis, EA | Executive Money Strategies---

  8. Jul 22

    A British Entrepreneur's Honest Take on Why American Business Culture Burns People Out-Chris Ducker

    🔥 Are You Overpaying the IRS? Take Our Free 60-Second Survey and Find Out.https://bit.ly/taxquiz2026🔥 Connect with Chris Ducker💻 Website: https://chrisducker.com/🎯 Youtube:  @chrisducker  🎯 Instagram: instagram.com/chrisducker⭐️ We Bridge The Gap Between Wall Street Wisdom and Main Street Success.If you're a business owner tired of handing your hard-earned money to the IRS and Wall Street, you're in the right place— the real playbook for legally slashing your tax bill, protecting your wealth, and taking back control of your financial future. Mark Lewis, EA is an IRS Enrolled Agent with over 20 years of experience helping entrepreneurs build smarter tax strategies, protect their assets, and create lasting financial security. He’s known for breaking down complex IRS rules into simple, practical strategies you can actually use:• How the wealthy legally reduce taxes• How to protect your business and personal assets• Smart trust strategies most people never hear about• Financial structures that create long-term stability🔔SUBSCRIBE TO MY CHANNEL ⭐️ CONNECT:📧 Email Mark: mark@marksmoneysecrets.com📖 Site: http://www.ExecutiveMoneyStrategies.com💻 Watch: https://www.youtube.com/@MarksMoneyStrategies🎯IG https://www.instagram.com/marksmoneystrategies/ 🎯FB https://www.facebook.com/marksmoneystrategies🎯TT https://www.tiktok.com/@marksmoneystrategies#entrepreneur  #finance © 2026 All Rights Reserved | Mark Lewis, EA | Executive Money Strategies---

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Ratings & Reviews

5
out of 5
3 Ratings

About

The incredible podcast that shows listeners how to save ungodly amounts of tax and manage their affairs so they can get the same kinds of benefits the big corporations get.

Information

  • Creator
    Stacks Over Tax
  • Years Active
    2025 - 2026
  • Episodes
    54
  • Rating
    Explicit
  • Copyright
    © Stacks Over Tax
  • Show Website
    Stacks Over Tax