Claudio Gambin is the President & Financial Advisor of Gambin Financial Group. After graduating from the University of Central Florida with a major in Entrepreneurship, he started as an intern in the financial services business and quickly fell in love with the work. He became a full-time Financial Advisor in 2010 and founded Gambin Financial Group. Claudio’s passion lies in working with business owners and specializes in helping those clients in the areas of risk management, cumulative tax planning, estate distribution strategies and  business transfer planning. Outside of work, Claudio’s number one priority is spending time with his wife Melissa and two daughters, Coco and Senna. You can frequently find them boating and fishing at their favorite get-a-way in New Smyrna Beach.

Powerful Moments From The Episode

00:00:00 - The Tax Pillar Most Entrepreneurs Are Missing Out On

00:00:43 - Guest Introduction

00:02:03 - Claudio’s Backstory (Immigrating From Brazil to Florida)

00:05:07 - Getting Involved in the Financial Services Business

00:07:02 - The Current State of The Financial Services Industry

00:12:30 - Trailblazing A New Financial Services Business Venture

00:20:07 - The Massive Impact of Tax Strategies

00:23:16 - Tax Strategies You Need To Be Utilizing

00:30:20 - Reaction To The IRS Hiring 87,000 New Agents

00:32:53 - Consumption Tax & Abolishing The IRS

00:34:52 - The Tax Strategy You Need To Be Paying Attention To

00:41:42 - Business Optimization vs. Survival in 2023

00:46:54 - Creating A New Company For Tax Advantages

00:47:49 - What Most Business Owners Are Missing Out On

00:51:52 - Risk Management & Asset Protection Strategies

00:55:34 - Succession, Beginning with The End in Mind

00:57:14 - Common Bad Advice & Tax Strategies From Social Media

00:58:12 - Biggest Fish Claudio Ever Caught

00:59:09 - How many restaurants does Claudio own?

01:00:05 - Gobundance Card Game Question

01:02:53 - How To Connect WIth Claudio Gambin

Connect with Claudio Gambin

Claudio’s Podcast “Invest The Difference” https://podcasts.apple.com/us/podcast/invest-the-difference/id1617558484

Website https://gfgsolutions.com/

Instagram www.instagram.com/gfgsolutions

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Tribe of Millionaires Podcast by GoBundance is the podcast for healthy wealthy generous people who choose to live epic lives. Each week we connect with featured guests and GoBundance members to bring you the best in our community.