Taxes don’t have to be your biggest expense, if you plan right. In this kickoff episode, Dan Pascone talks with Ashleigh White, VP at Fortress Brokerage Solutions, to uncover how the wealthy reduce tax burdens, protect assets, and build long-term financial stability. From advanced insurance strategies to executive compensation planning and the rise of AI in finance, this conversation is packed with insight for those serious about preserving and growing wealth.

Ideal for: Business owners, high-net-worth individuals, and professionals seeking financial clarity and long-term wealth preservation.

Featuring: Dan Pascone & Ashleigh White

🧠 Make sense of your money, listen now.
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