Wealth Mavericks

More Of Your Top Questions Answered


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A few weeks ago we created an episode featuring our answers to the top 5 questions we get most often from prospective members -  and it was a hit!

Today we continue the Q&A with 5 more FAQs.

We understand the natural skepticism that comes with considering a new financial team, and when following a different path you haven’t gone down before.

The way we work and the strategies we recommend for our members are usually not what people are accustomed to, because they’ve never worked with a tax planner before. They’ve only worked with an accountant - and tax strategy isn’t usually an area of specialty for them, since it’s not their job.

Of course, if you want different results, you have to do something different. Our goal with these episodes is to ease the doubt and fear that comes with this new information and potential path - a path that leads to significant tax savings and peace of mind. 

These are the questions we cover in today’s episode:

00:00-1:39 Intro  
1:40-6:49  How active are you in actually implementing my tax plan?
6:50-14:01 I’m very busy. How much time is involved on my end? 
14:02-29:14  Is everything you do legal? 
29:15- 43:23If you can save me so much on taxes why isn’t everyone doing this?43:24-52:09  Are you a CPA? Why didn’t you go that route?

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

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


Check out our must reads and purchase them here #ad

https://www.terrafirmaconsultant.com/must-reads/

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Wealth MavericksBy Robert Wolf, Joe Arioto, and Erin Nevicosi