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In episode 8, Brett Croft shares expert strategies for UHNW clients to generate passive income through investments like passive etfs and real estate, while optimizing tax efficiency. He explores practical methods to minimize income taxes, such as tax-advantaged accounts and deductions, to maximize wealth. Tune in for actionable insights to build sustainable income with minimal tax burden.
By Brett Croft, CFP®, CFA®, CTFA®In episode 8, Brett Croft shares expert strategies for UHNW clients to generate passive income through investments like passive etfs and real estate, while optimizing tax efficiency. He explores practical methods to minimize income taxes, such as tax-advantaged accounts and deductions, to maximize wealth. Tune in for actionable insights to build sustainable income with minimal tax burden.