
Secret Tax Strategies of Wealthy Investors
01/19/24 • 56 min
This week we interview the tax goddess, Shauna Wekherlien, about advanced tax strategies of the rich and famous. We discuss some great ways to LEGALLY reduce taxes for business owners, investors and families who are paying too much in tax.
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
Follow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on X (formerly Twitter): https://x.com/MTIPodcast
This week we interview the tax goddess, Shauna Wekherlien, about advanced tax strategies of the rich and famous. We discuss some great ways to LEGALLY reduce taxes for business owners, investors and families who are paying too much in tax.
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
Follow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on X (formerly Twitter): https://x.com/MTIPodcast
Previous Episode

Check out my BIG predictions for 2024
Happy 2024!
It is a new year and lots of great predictions in store for you this week. I know you have been waiting all year for these, so join us this week for my predictions for 2024.
Highlights- 2024 Predictions: Discussion on predictions for 2024, including the stock market, Bitcoin ETFs, and global chaos.
- Caution on Predictions: Emphasis on the uncertainty of predictions, highlighting the historical inaccuracy of many forecasts.
- Risk Management: Advocacy for managing risk instead of predicting performance, with various strategies discussed.
- Possible Recession: Prediction of a potential recession in Q2 2024, contrary to earlier expectations.
- Interest Rate Forecasts: Suggests that interest rates may drop less than predicted due to cautious economic measures.
- Global Conflict Expectations: Anticipation of continued global tensions but with a caution against overestimating the severity.
- Unpredictability Reminder: Reminds that unforeseen events can alter predictions, underlining the dynamic nature of financial forecasts.
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Douglas Heagren | Pro College Planners
Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
Next Episode

2024 Started With a Meh…
Happy New Year... 2024 started with a meh... but this week we discuss what this slow start means for the rest of 2024. Join us to see what the markets will do in 2024.
And if me telling you what the future holds excites you... I have this beautiful bridge that I'm selling for rock bottom prices.
For more information, visit the show notes at https://moneytreepodcast.com/2024-started-with-575
Today's Panelists:
Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners
Follow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on X (formerly Twitter): https://x.com/MTIPodcast
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