In this value-packed episode, host Pablo Moreno sits down with Jose Estrada, founder of AGE Financial and a seasoned tax strategist, to explore the intersection of faith, business, and long-term financial planning. We dive into:
✅ Jose’s powerful testimony as a Christian entrepreneur navigating the world of finance and business
✅ The key differences between 401(k)s and Roth accounts — and which one makes more sense depending on your financial goals
✅ How cost segregation in real estate can dramatically reduce your tax liability
✅ Why adding life insurance and rollover strategies to a tax advisor's toolbox can create generational wealth for clients
✅ How Jose integrates faith, stewardship, and strategy into his practice to help families and business owners thriveIf you’re a tax professional, business owner, or faith-driven entrepreneur, this episode will inspire you to see taxes not just as an obligation—but as an opportunity to build wealth with wisdom.
🔗 Connect with Jose Estrada and Pablo Moreno
📌 Pablo Moreno: @mr.morenoinc
📌 Jose Estrada : @age_financial
💡 The Wealth Group Podcast is where faith meets finance, and purpose fuels profit. Hosted by Pablo Moreno, each episode brings Kingdom-minded conversations that empower you to build wealth with wisdom, lead with integrity, and impact generations to come.
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