Hilton TruWealth Podcast

Mark Miller

The Hilton TruWealth Podcast is designed for business owners, physicians, highly compensated executives, and high‑net‑worth individuals who are committed to building meaningful, lasting wealth. Each episode delivers high‑quality conversations with expert guests who understand the realities, responsibilities, and opportunities that come with success. At Hilton TruWealth, we believe wealth is more than numbers; it’s a foundation for a life of abundance, freedom, and impact. Our mission is to give you the insights, strategies, and perspectives needed to elevate every dimension of your life so your wealth isn’t just protected, but amplified. We explore the interconnected areas that influence financial success and personal fulfillment, including: Professional growth & leadershipPersonal development and masteryHealth, wellness & longevityRelationships, family dynamics & legacyLifestyle design & high-performance habitsTechnology, innovation & future trendsLegal, tax, and risk management essentialsThrough actionable insights and real-world expertise, the Hilton TruWealth Podcast equips you to make smarter decisions, unlock new levels of personal and professional success, and create a life of sustained wealth and abundance.

  1. Oct 6

    How the Rich Pay Zero Taxes (Legally) | S1:E29

    Do the rich really pay zero taxes? In this episode of the TruWealth Podcast, Mark Miller explains how wealthy individuals pay little to nothing in taxes, and why it usually comes down to strategic planning and how their wealth is structured, not a secret loophole. If you've ever wondered how the wealthy legally avoid taxes, or how to pay less in taxes legally yourself, this episode breaks down the mindset and planning behind it. You'll see why tax planning is proactive, not reactive, and why waiting until April is often too late. In this video, you'll learn: 💡 How the wealthy think about income and taxes differently 💡 Why asset appreciation can build wealth without an immediate tax bill 💡 The four True Wealth buckets: guaranteed safety, guaranteed income, market risk, and private equity/alternatives 💡 Why liquidity matters, and how some investors borrow against assets instead of selling them (including the risks) 💡 Proactive tax planning vs. tax preparation 💡 Legacy planning and step-up in basis explained simply 💡 How to bring wealthy strategies "down to Main Street" 💡 Questions to ask yourself and your advisors to see if you're overpaying Chapters: 00:00 Understanding Wealth and Taxes 02:15 The Wealthy Mindset on Income and Taxes 06:00 The Four True Wealth Buckets 09:48 Liquidity and Asset Management 11:46 Proactive Tax Planning vs. Preparation 12:40 Legacy Planning and Wealth Transfer 13:34 Bringing Wealth Strategies to Everyone 14:55 The True Wealth Philosophy

  2. Sep 1

    S1E24 How to Reduce Your Taxes by 50% (Legally)

    Most people think tax season is in April, it's not. Real tax planning happens NOW, in the fall, before the window closes for the year. In this episode of Hilton TruWealth, Mark Miller breaks down the difference between tax preparation (what your CPA does every spring) and true tax planning (the proactive strategies that can legally cut your tax bill in half…or more). In this episode, you'll learn: ✅ The real difference between tax preparation and tax planning strategies ✅ Why fall is the actual "tax planning season” and why year end tax planning can't wait until the holidays ✅ How business owners can restructure income to legally reduce what they owe ✅ Why most CPAs stick to basic deductions instead of advanced tax reduction strategies ✅ How a family office model coordinates your CPA, attorney, and investment advisor to work together instead of in silos ✅ The mindset shift from "how much do I owe" to "how much can I legally keep" Whether you're navigating tax strategies for high income earners, running a business and looking for smarter entity structuring, or simply tired of paying more than you feel you should, this conversation lays out how proactive planning, not just paperwork, is what actually moves the needle. 📖 Want more? Grab a free copy of our book, "Hilton Wealth: How to Invest Like an American Dynasty," at hiltonwealth.com. 📌 Book a free Hilton TruWealth™ Strategy Session → calendly.com/hiltonwealth/hilton-truwealth-strategy-session 📩 Claim Your Complimentary Wealth Strategy Books: 📕 Hilton Wealth: How to Invest Like an American Dynasty → book.hiltonwealth.com 📗 The Tax-Free Business Owner → book.hiltonwealth.com/taxbook ✨ FOLLOW ME 🟢 Facebook: https://www.facebook.com/HiltonWealth 🟢 LinkedIn: https://www.linkedin.com/company/hiltonwealth/posts/?feedView=all 🟢 Website: https://www.hiltonwealth.com/  🔔 SUBSCRIBE: https://www.youtube.com/@HiltonWealth 🔔 Subscribe and turn on notifications so you never miss a new episode — new insights and guests every Tuesday. 👍 If this episode gave you value, give it a like and share it with someone who could use it too. Chapters   🕒 0:00 – Intro: Why Tax Season Isn't Really in April  🕒 1:36 – Taxes Are Your Biggest Expense (40–60% of Income)  🕒 5:36 – Capital Gains: Selling Real Estate or a Business  🕒 11:56 – Key Areas to Review for Tax Planning  🕒 14:29 – Real Example: Cutting a $1M Profit Tax Bill in Half  🕒 18:15 – Strategies You Can Implement Before Year End  🕒 22:37 – How the Wealthy Legally Pay Zero Taxes for Years #TaxPlanning #TaxStrategies #WealthBuilding

  3. Aug 26

    S1:E23 Is Your Investment Portfolio Actually Diversified?

    Think you're diversified? Most investors just have the same risk spread across 10 accounts. Mark Miller sits down with wealth planner Stephanie Riccio to unpack what true portfolio diversification looks like — and why owning "a lot of investments" isn't it. Mark and Stephanie also cover the four-bucket framework behind the Hilton TruWealth approach — safety, income, managed money, and alternative/private equity — and why smart money investing starts with controlling risk and tax strategy before chasing returns. In this conversation, you'll learn about: ✅ What true portfolio diversification actually means ✅ Why owning many investments doesn't always reduce portfolio risk ✅ How overlapping investments can create hidden exposure ✅ The difference between diversification and portfolio allocation ✅ Why asset allocation matters when managing investment risk ✅ The traditional 60/40 portfolio approach and its limitations ✅ How the “smart money” approaches risk and investment strategy ✅ The role of safety, income, managed money, and alternative investments ✅ How private equity and other alternative investments fit into a broader portfolio ✅ Why tax strategy and tax-efficient investing can be important in wealth management ✅ How risk allocation can differ from one investor to another ✅ Why controlling risk can help investors make more disciplined decisions 📩 Curious whether your own portfolio is truly diversified? Schedule a Hilton strategy session to get a clear, unbiased look at your investments. 📌 Book a free Hilton TruWealth™ Strategy Session → calendly.com/hiltonwealth/hilton-truwealth-strategy-session 📩 Claim Your Complimentary Wealth Strategy Books: 📕 Hilton Wealth: How to Invest Like an American Dynasty → book.hiltonwealth.com 📗 The Tax-Free Business Owner → book.hiltonwealth.com/taxbook ✨ FOLLOW ME 🟢 Facebook: https://www.facebook.com/HiltonWealth 🟢 LinkedIn: https://www.linkedin.com/company/hiltonwealth/posts/?feedView=all 🟢 Website: https://www.hiltonwealth.com/  🔔 SUBSCRIBE: https://www.youtube.com/@HiltonWealth Chapters   🕒 00:00 The Illusion of Diversification  🕒 01:26 True Diversification vs. Owning Many Investments  🕒 03:21 The Impact of Overlapping Portfolios  🕒 04:13 The Role of Diversification and Allocation  🕒 05:39 The Problem with Using Different Financial Institutions  🕒 06:30 The Importance of Risk and Wealth Assessment  🕒 07:27 The Outdated Sixty Forty Model  🕒 09:43 The Smart Money's Approach to Asset Allocation  🕒 17:10 The Significance of Tax Strategy in Portfolio Design  🕒 19:54 Controlling Risk and Emotions in Investing #PortfolioDiversification #WealthManagement #SmartMoneyInvesting #AssetAllocation #InvestmentStrategy

5
out of 5
4 Ratings

About

The Hilton TruWealth Podcast is designed for business owners, physicians, highly compensated executives, and high‑net‑worth individuals who are committed to building meaningful, lasting wealth. Each episode delivers high‑quality conversations with expert guests who understand the realities, responsibilities, and opportunities that come with success. At Hilton TruWealth, we believe wealth is more than numbers; it’s a foundation for a life of abundance, freedom, and impact. Our mission is to give you the insights, strategies, and perspectives needed to elevate every dimension of your life so your wealth isn’t just protected, but amplified. We explore the interconnected areas that influence financial success and personal fulfillment, including: Professional growth & leadershipPersonal development and masteryHealth, wellness & longevityRelationships, family dynamics & legacyLifestyle design & high-performance habitsTechnology, innovation & future trendsLegal, tax, and risk management essentialsThrough actionable insights and real-world expertise, the Hilton TruWealth Podcast equips you to make smarter decisions, unlock new levels of personal and professional success, and create a life of sustained wealth and abundance.

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