01:38
DUAL Roth POWER! Backdoor & Mega Backdoor
03:57
Strategic Roth Conversions: Using Age, Income, & Opportunity
04:20
6 Mini Financial Plans Every Executives Needs: Plan 2 - Tax Minimization
04:38
Strategic Philanthropy: How Executives Can Amplify Impact with Margin Wealth Management
01:52
The Next Chapter: Inside Kadampa's New Meditation Center with France Roy
03:02
Unlocking Generosity: Supporting Mindful Living at Kadampa Meditation Center
05:39
6 Mini Financial Plans Executives NEED: Plan 1 - Workplace Benefits Maximization
05:15
Executive Exodus: Managing Forced Retirement & Unexpected Career Moves
03:22
How much value can a financial advisor add?
01:42
Getting Started With This Channel (my daughter said I frowned too much)
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About
Investment Management, Financial & Tax Planning For Executives Nearing Retirement & Ultra-High Income Professionals
-Are you 5 to 10 years away from financial independence?
-Are you ready to reduce taxes, maximize your (after-tax) returns, and make the right employee benefits decisions to get there faster?
-Are you an executive near or at the C-suite ready to plan your exit?
-Are you a ultra-high income earner nearing burn out?
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