Wealth Mavericks

Robert Wolf, Joe Arioto, and Erin Nevicosi
  • 5.0（2則評分）
  • 創業
  • 每週更新
Wealth Mavericks

Helping doctors unlock the secrets to building generational wealth

  1. Active vs. Passive Income: A Doctor’s Guide to Tax Savings and Wealth

    5 天前

    Active vs. Passive Income: A Doctor’s Guide to Tax Savings and Wealth

    If you’re tired of overpaying taxes, this episode is for you! In this episode, we break down the difference between active and passive income, and why understanding both is crucial for doctors looking to save on taxes and build long-term wealth. From the complexities of the tax code to practical strategies for structuring your finances, we’ll show you how to navigate the system and make it work in your favor. Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ ...

    29 分鐘
  2. Start Early, Save More: Tax Tips for Physicians and Business Owners

    1月23日

    Start Early, Save More: Tax Tips for Physicians and Business Owners

    In this episode, Bob, Joe and Erin discuss how proactive tax planning can transform the stress of tax season into peace of mind. They highlight the benefits of starting early in the year, including greater opportunities to save money and structure assets strategically. With insights tailored to physicians and business owners, this conversation dives into how thoughtful tax planning can reduce liabilities, maximize wealth, and break the cycle of last-minute tax chaos.Connect with Erin on ...

    23 分鐘
  3. Are Your Assets Really Working for You? How to Make Every Dollar Count

    1月16日

    Are Your Assets Really Working for You? How to Make Every Dollar Count

    In this episode, we dive deep into a crucial question for high-income professionals, especially doctors: Are your assets truly working for you? We explore how misaligned assets can lead to unnecessary taxes and inefficiencies, and how you can realign them to create long-term financial success. With real-life examples, we discuss common mistakes and provide strategies to ensure your assets are serving your bigger goals—whether that's minimizing taxes or growing your wealth. If you're earn...

    17 分鐘
  4. Trust and moving forward even after you’ve been burned

    1月9日

    Trust and moving forward even after you’ve been burned

    Rebuilding trust after being burned can feel overwhelming, but it’s possible to move forward with confidence and clarity. In this episode, we explore how to reflect on past experiences without carrying the weight of mistrust into the future. Learn how to distinguish trustworthy relationships, release fear, and step boldly into new opportunities with faith and confidence. Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ Schedule some time with Erin: https://...

    18 分鐘
  5. The Road Less Traveled, Part 2: Bob’s Journey To Tax Planning Done Differently

    1月2日

    The Road Less Traveled, Part 2: Bob’s Journey To Tax Planning Done Differently

    Today we continue our conversation about forging a different path and doing things differently than the herd. Bob is a lived example of stepping off the path that most financial advisors and tax pros take and it led him to create Terra Firma. Tune in to hear Bob’s story and the steps he took to walk away from the heard and develop his own path. Doc you deserve a team that works as hard as you do and will never stop learning to better serve you. We promise, your current team isn’t doing ...

    19 分鐘
  6. The Road Less Traveled: A Fresh Approach to Saving on Taxes and Building Wealth

    2024/12/26

    The Road Less Traveled: A Fresh Approach to Saving on Taxes and Building Wealth

    Venturing off the beaten path can feel daunting, especially when it comes to something as important as your finances. Many of our new members share the same hesitation: if nobody they know works with a tax strategist, why should they? In this episode, we’ll explore why separating from the herd can be a powerful move. Hear the story of how Bob saw the massive gap in tax planning for small and medium-sized business owners and chose to take a different route. And learn why stepping away from the...

    16 分鐘
  7. Why Your CPA Falls Short (And What You Can Do About It)

    2024/12/19

    Why Your CPA Falls Short (And What You Can Do About It)

    It’s a common frustration: you ask your CPA about a tax-saving strategy, only to be met with skepticism, resistance, or a downright no. If they’re the expert, why aren’t they helping you save more? In this episode, we tackle the disconnect between tax preparation and tax planning - and why your CPA may not be equipped to maximize your savings.Learn why most CPAs focus on filing taxes instead of strategizing to lower your tax liability and how this difference is costing you greatly. We’l...

    26 分鐘
  8. Optimizing Your Practice for Maximum Growth and Future Value

    2024/12/12

    Optimizing Your Practice for Maximum Growth and Future Value

    Running a successful medical practice takes more than excellent patient care—it requires strong business fundamentals, too. Unfortunately, many doctors were never taught these skills. In this episode, we’re diving into how we help our members not only save on taxes but also optimize their practices for peak performance. Discover the strategies we use to help doctors enhance efficiency, boost profitability, and increase the value of their business for a successful eventual exit. Whether y...

    27 分鐘
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評分與評論

5
（滿分 5 顆星）
2 則評分

簡介

Helping doctors unlock the secrets to building generational wealth

資訊

  • 創作者
    Robert Wolf, Joe Arioto, and Erin Nevicosi
  • 活躍年代
    2024年 - 2025年
  • 集數
    56
  • 年齡分級
    兒少適宜
  • 版權
    © 2025 Wealth Mavericks
  • 節目網站
    Wealth Mavericks

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