Wealth Mavericks

Are Your Assets Really Working for You? How to Make Every Dollar Count


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In this episode, we dive deep into a crucial question for high-income professionals, especially doctors: Are your assets truly working for you? We explore how misaligned assets can lead to unnecessary taxes and inefficiencies, and how you can realign them to create long-term financial success. With real-life examples, we discuss common mistakes and provide strategies to ensure your assets are serving your bigger goals—whether that's minimizing taxes or growing your wealth. 

If you're earning more than you need and feel your assets might not be working as hard as they could be, this episode is for you!

Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi

Learn how we can help you: https://www.terrafirmaconsultant.com/ 

The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

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Wealth MavericksBy Robert Wolf, Joe Arioto, and Erin Nevicosi