Wealth Mavericks

Robert Wolf, Joe Arioto, and Erin Nevicosi
  • 5.0 (2)
  • ENTREPRENEURSHIP
  • UPDATED WEEKLY
Wealth Mavericks

Helping doctors unlock the secrets to building generational wealth

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

    1 DAY AGO

    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 min
  2. Optimizing Your Practice for Maximum Growth and Future Value

    DEC 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 min
  3. Offshore Accounts: What You Need To Know

    DEC 5

    Offshore Accounts: What You Need To Know

    In this brief episode, we look at the facts around offshore accounts. Are they really the tax-saving solution they’re often made out to be? We explain what offshore accounts are, explore their perceived benefits, and highlight the risks and compliance headaches they can create. Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ Schedule some time with Erin: https://meetings.hubspot.com/nevicosiLearn how we can help you: https://www.terrafirmaconsultant.com/ T...

    10 min
  4. Real Estate Investing: Opportunities, Risks, and Tax Benefits

    NOV 28

    Real Estate Investing: Opportunities, Risks, and Tax Benefits

    Real estate often comes up in conversations with our prospects, and for good reason—it’s a powerful tool for building wealth and reducing taxes through strategies like depreciation. But is real estate always the best fit for your financial goals? In this episode, we explore the different types of real estate investments and break down the pros and cons of each. Tune in to learn how real estate can fit into a comprehensive financial plan.Connect with Erin on Linkedin: https://www.linkedin...

    26 min
  5. From Scarcity to Abundance: Shaping Your Money Mindset as a Doctor

    NOV 21

    From Scarcity to Abundance: Shaping Your Money Mindset as a Doctor

    As a doctor, you start your career in a unique financial position—often with significant debt and compressed earning years. This can lead to a rush of big purchases once the paychecks start rolling in. But is your money mindset working for or against you?In this episode, we explore the difference between scarcity and abundance mindsets and why knowing where you stand on that spectrum is crucial. We discuss the importance of aligning your financial decisions with your goals and values, and how...

    26 min
  6. Crypto and Your Taxes: What You Need to Know

    NOV 14

    Crypto and Your Taxes: What You Need to Know

    In this episode, we unravel the often-overlooked tax implications of buying, selling, and holding cryptocurrency. While crypto has become a trendy and exciting asset class, it comes with unique tax challenges that could impact your financial health. Tune in to learn how crypto transactions affect your federal taxes, whether it’s the right investment for you, and what steps you can take to stay compliant and informed. Connect with Erin on Linkedin: https://www.linkedin.com/in/enevico...

    31 min
  7. Facing Financial Fears: The Truth About Tax Savings and the IRS

    NOV 7

    Facing Financial Fears: The Truth About Tax Savings and the IRS

    In this episode, we dive into the powerful role fear plays in our financial decisions - especially around taxes. Many prospective members come to us wary of tax strategies, convinced that saving on taxes might be risky or even illegal. But here’s the truth: the IRS intentionally builds the tax code to help businesses thrive. We unpack the roots of this fear, how it holds us back, and why the unknown should be an invitation to learn rather than a barrier that holds us back. Join us as we...

    25 min
  8. Cutting Through the Noise: How to Know Where to Invest Your Money

    OCT 31

    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...

    20 min
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5
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About

Helping doctors unlock the secrets to building generational wealth

Information

  • Creator
    Robert Wolf, Joe Arioto, and Erin Nevicosi
  • Years Active
    2K
  • Episodes
    50
  • Rating
    Clean
  • Copyright
    © 2024 Wealth Mavericks
  • Show Website
    Wealth Mavericks

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