Wealth Mavericks

Robert Wolf, Joe Arioto, and Erin Nevicosi

5.0(2개의 평가)
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Unlocking the secrets the wealthy know to build generational wealth.

6일 전

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...

31분
11월 7일

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...

25분
10월 31일

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...

20분
10월 24일

Future Focused: Helping Doctors Create a Roadmap for Success

In this episode, we discuss the importance of “beginning with the end in mind” when it comes to your career or practice as a doctor. Having a clear vision for your future not only helps guide your decisions but also ensures that you’re working toward something meaningful. Without a plan, you risk reaching the end of your career realizing you don’t have enough or should have done things differently. We’re here to help doctors like you gain clarity on your goals and create a strategi...

27분
10월 17일

Stop Procrastinating: How a Year-Round Tax Strategy Saves You Stress

Tax planning isn’t a once-a-year task—it’s a year-round, strategic process that goes far beyond just filing with a CPA. Many business owners and high-income earners procrastinate on their taxes because they feel overwhelmed by the mounting pressure leading up to deadlines. After each tax filing or quarterly payment, they may feel brief relief, only for the pressure to build again for the next deadline. With proactive, year-round tax planning, that cycle of stress is eliminated. Our membe...

17분
10월 10일

Cash Flow Recovery: The First Step Toward Lowering Your Taxes

In this episode, we dive into the first step of our process, which we call our Cash Flow Recovery conversation. This powerful tool, developed by Terra Firma founder, Bob Wolf, gives you a clear estimate of what your true tax obligation should be.By reviewing your income and pinpointing your actual lifestyle expenses, we uncover the taxes you’re paying that you don’t need to be. Tune in to discover how we calculate your “fair share” of taxes and guide you toward paying only what you owe - and ...

18분
10월 3일

Indecision is a Decision: The Hidden Costs of Waiting

🔥 Tune in today for practical tips on how fast decisions can create big wins. We all settle for things that frustrate us - often without realizing it. But what if you could break free from indecision and start solving the problems that hold you back? In this episode, we dive into how to recognize the things you can change and find the courage to actually change them, especially when it comes to the pain of overpaying on taxes. We’re here to make that process simple, but it starts with on...

22분
9월 26일

Reducing Audit Risk: Tax Planning Tips For Doctors

It’s a question we get often: If I start paying less in taxes, won’t I get audited?It’s a natural fear, but it’s one that’s often unfounded, especially when you have a strategic tax plan in place, which includes reasoning and documentation behind everything within it.teJoin us for this episode and learn about the steps you can take to lower your risk of an audit. Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ Schedule some time with Erin: https://meetings.hubs...

26분

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Unlocking the secrets the wealthy know to build generational wealth.

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Robert Wolf, Joe Arioto, and Erin Nevicosi
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2024년
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Wealth Mavericks

Wealth Mavericks

Crypto and Your Taxes: What You Need to Know

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

Cutting Through the Noise: How to Know Where to Invest Your Money

Future Focused: Helping Doctors Create a Roadmap for Success

Stop Procrastinating: How a Year-Round Tax Strategy Saves You Stress

Cash Flow Recovery: The First Step Toward Lowering Your Taxes

Indecision is a Decision: The Hidden Costs of Waiting

Reducing Audit Risk: Tax Planning Tips For Doctors

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Wealth Mavericks

에피소드

Crypto and Your Taxes: What You Need to Know

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

Cutting Through the Noise: How to Know Where to Invest Your Money

Future Focused: Helping Doctors Create a Roadmap for Success

Stop Procrastinating: How a Year-Round Tax Strategy Saves You Stress

Cash Flow Recovery: The First Step Toward Lowering Your Taxes

Indecision is a Decision: The Hidden Costs of Waiting

Reducing Audit Risk: Tax Planning Tips For Doctors

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