“Stop Leaving Money on the Table: IRS Strategies the Wealthy Actually Use” | Plan to Rise Above Ep 6 скачать в хорошем качестве

“Stop Leaving Money on the Table: IRS Strategies the Wealthy Actually Use” | Plan to Rise Above Ep 6

📈 PLAN TO RISE ABOVE PODCAST - Powered by PMG Wealth Management In this episode, Phil Guerrero, CFP®, CEPA, George Maroudas, CFP®, and Ryan Zentz break down one of the most powerful — and most misunderstood — levers in building long‑term wealth: using the IRS tax code to your advantage. Most people think wealth is built only through income and investing. The truth is that the tax code is intentionally designed to reward savers, investors, business owners, and proactive planners. Phil, George, and Ryan unpack the strategies, structures, and opportunities that allow families and professionals to keep more of what they earn and accelerate their financial trajectory. 💡 In this episode, you’ll learn: Why tax planning is essential, not optional, for serious wealth builders How the IRS tax code creates advantages for those who plan ahead The most overlooked tax benefits — and how to start using them today How to structure your financial life for maximum tax efficiency Why proactive planning beats reactive scrambling every time The mindset shift required to rise above average financial outcomes This conversation is packed with practical insights for executives, business owners, and growth‑minded families who want to build, protect, and optimize their wealth. 🔗 Ready to take the next step? Visit www.pmgwealth.com to learn more about PMG Wealth Management and how their team helps clients plan, invest, and rise above. For personalized guidance, connect with Phil, George, or Ryan to schedule a 2026 consultation. phil@pmgwealth.com george@pmgwealth.com ryan@pmgwealth.com Support the Show If this episode brings you value, hit like, drop a comment, and subscribe to help more people rise above. #PlanToRiseAbove #PMGWealth #WealthManagement #TaxPlanning #IRSTaxCode #FinancialFreedom #TaxStrategy #RetirementPlanning #InvestingTips #BuildYourWealth wealth management strategies IRS tax code advantages tax planning for high earners financial planning tips tax‑efficient investing retirement planning strategies PMG Wealth Management Phil Guerrero CFP CEPA George Maroudas CFP Plan to Rise Above Podcast how to build wealth tax savings strategies financial literacy for professionals investment planning 2026 tax benefits for investors wealth building mindset financial advisor insights tax code explained proactive tax planning long‑term wealth strategies