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You’re earning more than ever… but it doesn’t feel like you’re getting ahead. The truth? You’ve outgrown the “employee mindset.” At this stage, wealth isn't built by grinding harder, it's built by making smarter capital decisions. In this episode, Dan Pascone, CEO of Tailored Wealth and former high-earning executive, unpacks The Peak-Earner Paradox and shares the five critical mindset shifts that help high earners convert income into freedom. You’ll learn how to: Reframe your identity from Earner → Capital Allocator Turn tax drag into lifetime savings Build a three-bucket liquidity system De-risk concentrated equity holdings Replace annual goals with a quarterly operating system Plus: Dan breaks down the exact playbook Tailored Wealth uses to help execs and business owners design a custom capital map and confidently transition toward financial independence. ✅ Watch this if: You’re making $500K+ and wondering why you don’t feel wealthy You’ve got equity comp, RSUs, or a bonus cycle with no system You want to understand how taxes, timing, and buckets work together You’re ready to shift from income-chaser to intentional investor ⏰ Timestamps: 00:00 The Peak-Earner Paradox 01:05 Employee vs. Investor Mindset 02:00 Shift 1 – Identity: From Earner to Capital Allocator 03:15 Shift 2 – Taxes First: Your Largest Controllable Expense 04:45 Shift 3 – Liquidity on Purpose: Safety, Opportunity, Compounding 06:00 Shift 4 – Concentration to Durable Ownership 07:30 Shift 5 – From Annual Goals to Quarterly Operating Rhythm 08:30 Building Your Personal Wealth Operating System 09:45 Case Study: VP of Finance to Financial Freedom 11:00 Recap + Book Your Exploratory Meeting Start Making Sense of Your Money Today! Take control of your finances and start living the life you’ve always dreamed of. At Tailored Wealth, we make complex financial topics simple and actionable so you can optimize your wealth, master investment strategies, unlock tax efficiency, and plan for a financially secure future. Ready to take the next step? Visit us at ➡️https://yourtailoredwealth.com/⬅️ for personalized guidance and resources to achieve your financial goals. 🔔 Subscribe now for weekly tips, strategies, and expert advice to help you thrive! Your life. Your money. Your future. All tailored to you. Prioritize Your Version of a Rich Life! 🎥 Watch Next: ▶️ • The Biggest Mistake Executives Make in the... ▶️ • What a Real Financial Plan Includes (and W...