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Money Tree Investing - Secret Tax Strategies of Wealthy Investors

Secret Tax Strategies of Wealthy Investors

01/19/24 • 56 min

Money Tree Investing

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:

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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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:

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

undefined - Check out my BIG predictions for 2024

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:

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

undefined - 2024 Started With a Meh…

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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