Why You Need a Personal CFO | Erik Brenner on Wealth, Taxes & Smart Retirement Planning скачать в хорошем качестве

Why You Need a Personal CFO | Erik Brenner on Wealth, Taxes & Smart Retirement Planning

🎙️ 𝐓𝐡𝐞 𝐏𝐫𝐨𝐟𝐢𝐭 𝐌𝐢𝐧𝐝𝐬 𝐏𝐨𝐝𝐜𝐚𝐬𝐭 𝐰𝐢𝐭𝐡 𝐃𝐫. 𝐒𝐭𝐞𝐯𝐞𝐧 𝐊𝐢𝐫𝐜𝐡 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 𝟏𝟐𝟗 In this insightful episode of The Profit Minds Podcast, Dr. Steven Kirch talks with Erik Brenner, Founding Partner and CEO of Hilltop Wealth & Tax Solutions, about why you might need a personal CFO and how the right financial leadership can completely transform your personal and business finances. Erik shares how growing up in an entrepreneurial family shaped his philosophy around money, hard work, and integrity. He explains the Personal CFO Model. A strategy that brings together wealth management, tax planning, and financial decision-making under one coordinated system to help business owners and professionals navigate complex financial terrain. Whether you’re a business owner, medical professional, or entrepreneur approaching retirement, this episode is packed with valuable insights on how to manage taxes, cash flow, and long-term wealth like a pro. 💡 𝐘𝐨𝐮’𝐥𝐥 𝐥𝐞𝐚𝐫𝐧: • Why entrepreneurs need a Personal CFO (not just a financial advisor) • The critical 10-year window to start retirement and succession planning • How to use proactive tax planning to save thousands each year • Common blind spots for high-income earners — and how to fix them • The “tax mountain” problem with 401(k)s and IRAs • How today’s retirees face new financial challenges their parents never did • The importance of aligning financial, tax, and legal professionals under one strategy 00:00 – Intro & Erik’s Story 02:00 – Lessons Learned from an Entrepreneur Father 04:53 – What Hilltop Wealth & Tax Solutions Does 06:56 – When to Start Retirement Planning (and Why Timing Matters) 09:38 – The Role of a Personal CFO 13:45 – Tax Planning vs. Tax Preparation 16:06 – Common Financial Blind Spots for High Earners 18:43 – Why Old Retirement Strategies Don’t Work Anymore 20:58 – The New Reality: Longevity and Financial Complexity 22:23 – Erik’s Free Gift: The Personal CFO Revolution 23:19 – How to Connect with Erik Brenner 🎁 𝐅𝐫𝐞𝐞 𝐆𝐢𝐟𝐭 𝐅𝐫𝐨𝐦 𝐄𝐫𝐢𝐤 𝐁𝐫𝐞𝐧𝐧𝐞𝐫 Get your FREE copy of The Personal CFO Revolution: Navigating Your Financial Mountain 👉 𝐕𝐢𝐬𝐢𝐭: https://hilltopwealthtax.com/podcast/ You can also schedule a 𝟏𝟓-𝐦𝐢𝐧𝐮𝐭𝐞 𝐢𝐧𝐭𝐫𝐨 𝐜𝐚𝐥𝐥 with Erik’s team to see if they can help you design a smarter financial strategy. No pressure, just insights. 🔗 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐄𝐫𝐢𝐤 𝐁𝐫𝐞𝐧𝐧𝐞𝐫 • Website: https://hilltopwealthtax.com/ • LinkedIn:   / erikbrenner   • Company LinkedIn:   / hilltopwealthtax   *********************************************************************** 🎙️ 𝐖𝐞𝐥𝐜𝐨𝐦𝐞 𝐭𝐨 𝐓𝐡𝐞 𝐏𝐫𝐨𝐟𝐢𝐭 𝐌𝐢𝐧𝐝𝐬 𝐏𝐨𝐝𝐜𝐚𝐬𝐭 𝐰𝐢𝐭𝐡 𝐃𝐫. 𝐒𝐭𝐞𝐯𝐞𝐧 𝐊𝐢𝐫𝐜𝐡 Dr. Kirch is the creator of the Profit Minds™ Growth System, which helps entrepreneurs accelerate profits through smarter systems, better productivity, and AI-driven business insights. 🔗 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐃𝐫. 𝐒𝐭𝐞𝐯𝐞𝐧 𝐊𝐢𝐫𝐜𝐡 • Website: https://profitminds.net/ • LinkedIn:   / stevekirch   𝐖𝐚𝐧𝐭 𝐭𝐨 𝐬𝐞𝐞 𝐡𝐨𝐰 𝐀𝐈 𝐜𝐚𝐧 𝐭𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦 𝐲𝐨𝐮𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬? 𝐁𝐨𝐨𝐤 𝐚 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐭𝐢𝐨𝐧 𝐰𝐢𝐭𝐡 𝐃𝐫. 𝐒𝐭𝐞𝐯𝐞𝐧 𝐊𝐢𝐫𝐜𝐡 𝐭𝐨𝐝𝐚𝐲! https://calendly.com/profit-minds/let... 𝐒𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 𝐭𝐨 𝐓𝐡𝐞 𝐏𝐫𝐨𝐟𝐢𝐭 𝐌𝐢𝐧𝐝𝐬 𝐘𝐨𝐮𝐓𝐮𝐛𝐞 𝐂𝐡𝐚𝐧𝐧𝐞𝐥 ‪@profitminds‬ 𝐅𝐨𝐥𝐥𝐨𝐰 𝐮𝐬 𝐨𝐧 𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧   / profit-minds   #PersonalCFO #FinancialPlanning #WealthManagement #TaxStrategy #RetirementPlanning #Entrepreneurship #FinancialFreedom #BusinessPodcast #ProfitMindsPodcast #FinancialAdvisor #MoneyMindset #SmartInvesting #BusinessGrowth