If financial chaos is holding you back, this episode is for you! We break down simple, practical steps to get organized, reduce stress, and stop leaving money on the table. From setting up a tax box to tracking your assets, these easy habits can save you thousands and help you build peaceful, sustainable wealth. Stop procrastinating—take control of your financial life today.

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.

Why do the rich get richer? 

In this episode of Wealth Mavericks, we break down how the wealthy use the tax code, build productive assets, and make smarter financial moves to stay ahead—and how you can do the same. It’s not about working harder; it’s about making your money work for you. Ready to level up and stop leaving money on the table? Tune in now!

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.

Welcome back to Wealth Mavericks, where we help doctors build generational wealth!

How much risk should you take when investing? In this episode, we break down the risk vs. reward equation and why higher risk doesn’t always mean higher returns. Learn how the wealthy mitigate risk strategically and why most investors make avoidable mistakes when assessing investments.

🔹 How to identify & manage investment risk
🔹 Why traditional risk assessments don’t tell the full story
🔹 The “Swiss Cheese” approach to building wealth safely

🚀 Want to grow your wealth while lowering risk? Book a Cash Flow Recovery Session today and find out how much you're overpaying in taxes!

📲 Subscribe & turn on notifications so you never miss an episode!

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 Wolf and Joe Arioto dive into the world of mutual funds and private placements for accredited investors. They break down the key differences, explaining how mutual funds pool investor money for diversified investments, while private placements offer more focused, less liquid opportunities. 

Discover why accredited investors have access to exclusive investments, and why understanding these options is crucial for building long-term wealth—especially for high-income professionals like doctors. Tune in for insights on how to navigate this complex financial world!

 Webpage Bob mentions in the video: https://www.sec.gov/resources-small-businesses/capital-raising-building-blocks/accredited-investors

Key Financial Distributors video: https://www.youtube.com/watch?v=wAyFvpQ1BTY

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 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.