Wealth Mavericks

 In this episode of Wealth Mavericks, Erin, Bob, and Joe break down what sets Terra Firma’s membership apart for doctors. We explore how our holistic, personalized approach to financial planning not only builds generational wealth but also slashes tax liabilities, helping you keep more of your hard-earned income. By connecting the dots across taxes, investments, insurance, and more, we offer strategies designed to provide clarity and control over your financial future. 

Our commitment to long-term relationships and proactive strategies means you can enjoy true peace of mind—knowing your financial plan is working as hard as you are. Tune in to learn how Terra Firma’s membership delivers tax savings and the security you need to focus on your purpose and achieve lasting financial freedom.

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

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

Learn how we can help you: https://www.terrafirmaconsultant.com/

The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

If you’re tired of overpaying taxes, this episode is for you!

 In this episode, we break down the difference between active and passive income, and why understanding both is crucial for doctors looking to save on taxes and build long-term wealth. From the complexities of the tax code to practical strategies for structuring your finances, we’ll show you how to navigate the system and make it work in your favor. 

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

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

Learn how we can help you: https://www.terrafirmaconsultant.com/ 

The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

In this episode, Bob, Joe and Erin discuss how proactive tax planning can transform the stress of tax season into peace of mind. They highlight the benefits of starting early in the year, including greater opportunities to save money and structure assets strategically. 

With insights tailored to physicians and business owners, this conversation dives into how thoughtful tax planning can reduce liabilities, maximize wealth, and break the cycle of last-minute tax chaos.

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

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

Learn how we can help you: https://www.terrafirmaconsultant.com/ 

The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

In this episode, we dive deep into a crucial question for high-income professionals, especially doctors: Are your assets truly working for you? We explore how misaligned assets can lead to unnecessary taxes and inefficiencies, and how you can realign them to create long-term financial success. With real-life examples, we discuss common mistakes and provide strategies to ensure your assets are serving your bigger goals—whether that's minimizing taxes or growing your wealth. 

If you're earning more than you need and feel your assets might not be working as hard as they could be, this episode is for you!

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

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

Learn how we can help you: https://www.terrafirmaconsultant.com/ 

The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

Rebuilding trust after being burned can feel overwhelming, but it’s possible to move forward with confidence and clarity. In this episode, we explore how to reflect on past experiences without carrying the weight of mistrust into the future. 

Learn how to distinguish trustworthy relationships, release fear, and step boldly into new opportunities with faith and confidence.

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

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

Learn how we can help you: https://www.terrafirmaconsultant.com/ 

The information in these videos/episodes are for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

Today we continue our conversation about forging a different path and doing things differently than the herd. Bob is a lived example of stepping off the path that most financial advisors and tax pros take and it led him to create Terra Firma.  

Tune in to hear Bob’s story and the steps he took to walk away from the heard and develop his own path. Doc you deserve a team that works as hard as you do and will never stop learning to better serve you. We promise, your current team isn’t doing that.

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

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

Learn how we can help you: https://www.terrafirmaconsultant.com/ 

 
The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

Venturing off the beaten path can feel daunting, especially when it comes to something as important as your finances. Many of our new members share the same hesitation: if nobody they know works with a tax strategist, why should they?

In this episode, we’ll explore why separating from the herd can be a powerful move. Hear the story of how Bob saw the massive gap in tax planning for small and medium-sized business owners and chose to take a different route. And learn why stepping away from the norm can lead to far better outcomes.

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

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

 Learn how we can help you: https://www.terrafirmaconsultant.com/ 

The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

 It’s a common frustration: you ask your CPA about a tax-saving strategy, only to be met with skepticism, resistance, or a downright no. If they’re the expert, why aren’t they helping you save more? In this episode, we tackle the disconnect between tax preparation and tax planning - and why your CPA may not be equipped to maximize your savings.

Learn why most CPAs focus on filing taxes instead of strategizing to lower your tax liability and how this difference is costing you greatly. We’ll share why proactive tax planning is critical and what you can do to put an end to paying so much of your hard-earned income to the government.

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

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

Learn how we can help you: https://www.terrafirmaconsultant.com/ 

 
The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

Running a successful medical practice takes more than excellent patient care—it requires strong business fundamentals, too. Unfortunately, many doctors were never taught these skills. In this episode, we’re diving into how we help our members not only save on taxes but also optimize their practices for peak performance. 

Discover the strategies we use to help doctors enhance efficiency, boost profitability, and increase the value of their business for a successful eventual exit. Whether you’re early in your career or thinking about succession, this episode will provide insights to help you build a thriving practice that’s positioned for long-term success.

Value Builder Questionnaire: https://score.valuebuildersystem.com/the-free-founder/joe-arioto

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

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

 Learn how we can help you: https://www.terrafirmaconsultant.com/ 

The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

In this brief episode, we look at the facts around offshore accounts. Are they really the tax-saving solution they’re often made out to be? We explain what offshore accounts are, explore their perceived benefits, and highlight the risks and compliance headaches they can create.

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

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

Learn how we can help you: https://www.terrafirmaconsultant.com/ 

The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.