[00:58] A little bit about Matthew and Luigi and their business, Shield advisory group, and what it does for business owners.

[01:33] How Matthew got into Wall Street

[02:32] How Luigi got into Wall Street

[04:03] What made Matthew get into finance

[04:31] Matthew's stories about other people's money mindsets.

[06:07] What was life like for Luigi coming from a first-generation immigrant family

[08:58] Matthew and Luigi’s plans for Shield and other businesses

[11:02] Advice about partnerships and how to make them work

[12:18] Advice for brand-new business owners

[13:39] Some of Matthew and Luigi's bad investments, and how they overcome them to sell

[15:50] Matthew and Luigi’s plans for generational wealth

[16:56] What Matthew and Luigi would like their kids to know about money

[19:01] Rapid-fire questions

Connect with Matthew and Luigi

• Instagram
• Website
• Facebook

Connect with Your Tax Coach

• Instagram
• Website
• Facebook

Resources

• Shield Advisory Group
• Podcast: The Liquid Lunch Project
• Podcast: Life Changing Money Podcast
• Sign Up For The YTC Newsletter
• Get Tax Help!

Life-Changing Money is a podcast all about money. We share stories of how money has impacted and radically changed the lives of others, and how it can do the same for you. 

Your host, Barbara Schreihans (pronounced ShREE-hands) is the founder and CEO of Your Tax Coach, and the Creator of the Write Off Your Life Course. She is a kickass tax strategist, business coach, and all-around master when it comes to wealth and finances. Barbara aids business owners and high net-worth individuals in saving tens of millions of dollars in taxes while also growing their profits.

When she’s not leading her team, coaching clients, or dreaming up new goals for her company, you can find her drinking coffee, hanging out with her family, and traveling the world.

Grab a cup of coffee and become inspired as we hear from those who have overcome and are overcoming their self-limiting beliefs and money mindsets!

Do you have a burning question that you'd love to hear answered on a future show?

Please email it to: [email protected]