Sept. 14, 2023

NYN E29: Tax-Smart Wealth Building: Strategies for Financial Independence with David A. Perez

NYN E29: Tax-Smart Wealth Building: Strategies for Financial Independence with David A. Perez

Join host Steven Pesavento and tax strategist David A. Perez in this enlightening episode. Discover David's remarkable journey from adversity to financial independence and how he developed a mission to impact 1 million lives positively. Dive into the importance of clarity and knowledge in wealth-building and learn the distinction between tax preparers and tax strategists. Explore strategies for optimizing your tax situation and empowering your financial future. Gain insights into choosing the right advisors and making proactive financial decisions. Don't miss this episode packed with actionable advice to supercharge your wealth-building journey.

Apple Podcasts podcast player badge
Spotify podcast player badge
Castro podcast player badge
RSS Feed podcast player badge
Apple Podcasts podcast player icon Spotify podcast player icon Castro podcast player icon RSS Feed podcast player icon
Season 2

Key Takeaways

  1. The Power of Perspective: David's transformational journey from adversity to independence illustrates the significance of choosing how to perceive life's challenges.
  2. Clarity Leads to Confidence: Getting clear about your financial goals and understanding the tax landscape empowers you to make confident, informed decisions.
  3. Selecting the Right Advisors: Differentiate between tax preparers and tax strategists to ensure you're working with professionals who proactively optimize your financial situation.
  4. Tax-Smart Investing: Discover how strategic investing can minimize tax liabilities and maximize wealth accumulation.
  5. Impactful Financial Independence: David's mission to positively impact 1 million lives underscores the importance of financial education and empowerment.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. 

About our Guest:

David A. Perez is a renowned tax strategist and financial educator dedicated to helping individuals and businesses navigate the complex world of taxation while optimizing wealth-building opportunities. With a background in real estate and a passion for financial independence, David has made it his mission to impact 1 million lives through tax-smart strategies and financial education. His journey from a sheltered upbringing to entrepreneurial success serves as an inspiring example of resilience and empowerment. Join David and Steven as they delve into the strategies and mindset needed for financial independence in this insightful podcast episode.


 

CTAs

Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbook

Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover

Investing to Hedge Against Inflation - Free online training at https://investormindset.com/start