Wealth Formula Podcast

At some point in a successful career, taxes quietly become your largest expense. Not housing. Not lifestyle. Not investing losses. Taxes. And unlike most expenses, they grow automatically as your income rises — unless you deliberately structure around them. You know that my favorite means of tax mitigation is through investing in real assets like real estate and operating businesses. That approach has been the backbone of my own strategy for years — taking active income and redirecting it into assets that generate cash flow while providing meaningful tax advantages. I've also recently explained how you can use Wealth Accelerator in conjunction with charitable pledges to potentially create a future stream of retirement income — essentially at no net cost — while also establishing a death benefit. It's a powerful framework when structured properly. That said, there are also more traditional tools in the tax code that are important to understand. They may not be flashy, but when layered together they can meaning