This video is geared towards HNW individuals BUT even if you're not that, you can still use some of these concepts to benefit your financial future. The good news is you don’t need massive skill or some edge to take advantage of many of these strategies, but what you do need is some proactive planning.
Dave Zoller, CFP®
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🌄 Find Your Purpose In Retirement 🌄
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Reduce your Taxes and Maximize Your Impact!
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00:00 - Taking advantage of these strategies
01:05 - Investment Performance
01:47 - Reducing Taxes
03:40 - The First One
06:20 - Appreciated Asset Strategy
10:03 - Estate Strategy
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MUSIC:
Stary Sky- Simon Grob
Subway Dreams- Dan Henig
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