Mar 12, 2025
Today, we have a phenomenal episode featuring Stephen Hall, a recognized tax expert and entrepreneur. Stephen's wealth of knowledge in tax strategy and his entrepreneurial journey, which includes scaling an accounting firm to serve over 2,500 businesses, make him an invaluable resource for those keen on mastering...
Mar 5, 2025
Today, we welcome Shuvam Bhaumik to the show, an expert in wealth strategy and management with a rich history of navigating the complexities of private wealth and family office dynamics. With professional roots in Brooklyn, New York, Shuvam carved his path in the finance world early on, rising from traditional private...
Feb 26, 2025
Today, we have an insightful guest joining us, Brett Swarts, capital gains tax deferral expert and the founder of Capital Gains Tax Solutions. Brett's unique approach to wealth management focuses on enabling high net worth individuals and entrepreneurs to defer capital gains taxes while preserving their wealth. His...
Feb 19, 2025
Today we have an exceptional episode featuring Eli Facenda, an expert in credit card points optimization and luxury travel hacking. Known as "The Travel Guy," Eli has mastered the art of turning everyday credit card spending into luxurious travel experiences. His journey began in 2015 when he combined his passion for...
Feb 12, 2025
Today, we have two financial powerhouses joining us, Lou Rosabianca and Matt Meehan. With a wealth of experience in finance and business, these experts have become trusted advisors for entrepreneurs looking to navigate the challenging world of securing capital. Lou, known as "the professor," and Matt, a seasoned veteran...