Money Strategies

Mark Lewis, EA
  • 5.0 (3)
  • Business
  • Updated Weekly

Money Strategies with Mark Lewis, EA is the ultimate podcast for high-earning business owners, founders, and active investors who want to build, protect, and scale their wealth. Hosted by IRS Enrolled Agent and options strategist Mark Lewis, each episode delivers institutional-grade deep dives and expert interviews on corporate tax optimization, entity structuring, and systematic options trading. Stop overpaying the IRS and start compounding capital like the top 1%.

  1. Aug 31

    Learn a Language In 3 Months!

    🔥 Connect with Benny LewisWebsite: https://www.fluentin3months.com/Youtube:  @irishpolyglot  Instagram: https://www.instagram.com/languagehacking/🔥 Most people dream of retiring to travel the world. Benny Lewis actually built a LIFE around it — six fluent languages, 51 countries, and a business structure that turns his flights, rent, and meals into legitimate write-offs.In this episode of Stacks Over Tax, Mark Lewis, EA sits down with Benny Lewis — polyglot, best-selling author, founder of Fluent in 3 Months, and National Geographic Traveler of the Year — to talk about "deep travel," learning to speak a language from day one, and how tying your work directly to your travel can make your biggest expenses deductible.If you run a business, dream of location-independent work, or want to understand how a genuine business purpose turns travel costs into write-offs, this conversation blends real language-learning strategy with a practical look at the tax side of a travel-based business.🔥In this episode: - What "deep travel" means and why it beats box-ticking countries - The "speak from day one" approach to learning a language - Why mistakes are the goal — aiming for 200 a day - Reframing "I'm not good at languages" as a delivery problem - Using AI to plan trips and cut research time - How Benny ties his travel to his business - Flights, Airbnbs, and meals as legitimate write-offs - The green-card travel permit that allows years abroad⭐️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 — Meet Benny Lewis, world-traveling polyglot1:24 — What "deep travel" really means4:17 — Why real connection is the metric, not sightseeing8:29 — Giving your travel a theme or project13:06 — The one place that gave him trouble: Paris16:17 — He only spoke English at 2119:53 — How he preps a country before arriving22:30 — Using AI to plan trips and find events25:17 — How the polyglot journey actually began29:12 — Speak-from-day-one vs. other methods32:20 — The tax side: travel as a business write-off36:44 — The mental block: "I'm not good enough"43:33 — Related Lewises? Tracing the family tree🔔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© 2026 All Rights Reserved | Mark Lewis, EA | Executive Money Strategies---

  2. Aug 31

    I'm Much Happier Living In Mexico Than In The U.S. with Tim Leffel

    🔥There's a version of retirement where your doctor costs $60, your rent is a fraction of what you pay now, and your money stretches TWICE as far — and most Americans never realize it's an option.In this episode of Stacks Over Tax, Mark Lewis, EA sits down with Tim Leffel, award-winning travel writer and author of A Better Life for Half the Price, who has spent years living in Mexico and decades traveling the world. Tim breaks down how geographic arbitrage works, why healthcare abroad is often cheaper and more humane, which countries offer the best value for expats, and the residency and safety realities most people get wrong.If you're rethinking the cost of living, considering an eventual move overseas, or just tired of watching your wallet scream in pain, this conversation lays out where to go, what it actually costs, and the tax step you must take before you leave. Mark also explains why leaving straight from a high-tax state like California can keep you on the hook for state income tax long after you're gone.🔥 In this episode: - Why healthcare abroad often costs a fraction of US prices - The best-value countries for expats in Latin America and Europe - The truth about safety in Mexico and beyond - Renting vs. buying and the risk of confiscated property - How much money you need to qualify for residency - The tax step you must take before leaving the US - Why leaving from California can still cost you - The foreign earned income exclusion and the 330-day rule⭐️ 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 — Is "the worst day in America" really better everywhere else?2:16 — Why healthcare abroad can cost a fraction of US prices4:24 — The best-value countries to live in6:36 — Is it actually safe? The truth about Mexico and Latin America10:32 — Where you probably shouldn't move11:31 — Why you should rent before you buy18:17 — Getting by without speaking the language20:36 — The tax benefits of living outside the US21:41 — Don't leave from California — the 183-day rule23:22 — Establishing residency in a no-tax state27:16 — How much income you need for Mexican residency31:11 — What to bring and what to leave behind33:27 — How to connect with Tim🔔SUBSCRIBE TO MY CHANNEL ⭐️Connect with Us:http://www.executivemoneystrategies.com/

  3. Aug 30

    Online Sales Tax Guide for eCommerce Sellers with Jerry Donnini

    🔥 There's a tax bill quietly stacking up in states you've never set foot in — and most online sellers have NO idea it exists until it detonates at the worst possible moment: the closing table.In this episode of Stacks Over Tax, Mark Lewis, EA sits down with Jerry Donnini, a nationally recognized sales tax attorney and founder of Sales Tax Helper, who has represented over 5,000 businesses. Jerry breaks down how the 2018 Wayfair decision rewrote the rules — turning "economic nexus" into a trap that can create sales tax liability in dozens of states just from your online sales, why sellers get stuck owing back tax they never collected (plus penalties and interest), and how states are now using AI and third-party data to hunt down non-filers.If you sell on Shopify, Amazon, or any marketplace, run a SaaS business, or plan to sell your company someday, this conversation could save you from a six-figure surprise. Jerry also explains where sales tax software helps, where it goes dangerously wrong, and how to clean up past exposure before it sinks a deal.🔥 In this episode: - How the 2018 Wayfair decision changed the rules for every online seller - What "nexus" actually means and how you trigger it - Owing back sales tax you never charged your customers - How unpaid sales tax can blow up a business sale - Voluntary disclosure and shrinking the look-back period - When unpaid sales tax becomes a criminal problem - Why assuming Shopify or Amazon handles it is a costly mistake - Where sales tax software helps and where it fails you⭐️ 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 — States are using AI to find non-filers0:47 — Meet Jerry Donnini, sales tax attorney2:42 — What happens if you ignore sales tax3:05 — The 2018 Wayfair decision that changed everything5:33 — What "nexus" actually means7:23 — What triggers nexus in a state9:01 — How unpaid sales tax blows up a business sale10:25 — Voluntary disclosure and cutting the look-back14:40 — When sales tax becomes criminal19:44 — Why assuming Shopify handles it is a trap21:56 — Where tax software helps and where it fails23:31 — Jerry's path from gas stations to tax law31:35 — The next 10 years and AI🔔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 #SalesTax #Wayfair© 2026 All Rights Reserved | Mark Lewis, EA | Executive Money Strategies

  4. 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---

  5. 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---

  6. 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

  7. 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---

  8. 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---

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Ratings & Reviews

5
out of 5
3 Ratings

About

Money Strategies with Mark Lewis, EA is the ultimate podcast for high-earning business owners, founders, and active investors who want to build, protect, and scale their wealth. Hosted by IRS Enrolled Agent and options strategist Mark Lewis, each episode delivers institutional-grade deep dives and expert interviews on corporate tax optimization, entity structuring, and systematic options trading. Stop overpaying the IRS and start compounding capital like the top 1%.

Information

  • Creator
    Mark Lewis, EA
  • Years Active
    2025 - 2026
  • Episodes
    57
  • Rating
    Explicit
  • Copyright
    © Mark Lewis, EA
  • Show Website
    Money Strategies