EP 72 - Holistic Wealth Planning w/ Dave Walcott

The Mark Perlberg CPA Podcast

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Discover wealth-building secrets the ultra-wealthy rarely share. Join us as Dave Walcott leads a transformative discussion on holistic tax planning, moving beyond standard strategies like cost segregation. Learn how compounding wealth through strategic tax planning can yield greater returns than traditional investments. With insights from his personal journey, Dave introduces a five-phase framework to navigate investments with clarity, focused on financial independence.

We'll explore the shift from corporate life to a successful tax planning practice, highlighting the impact of continuous skill-building. Challenge the Wall Street mindset by understanding how the ultra-wealthy favor tax-efficient investments, such as real estate and private equity, over stocks and 401ks.

We’ll also delve into innovative strategies for tax-free 401k withdrawals, utilizing dependent care credits to avoid penalties, and compare the tax benefits of oil and gas versus real estate within a diversified portfolio. As the year ends, our expert tips will help you maximize savings and reinforce your path to financial freedom. to learn more about Dave go to: https://pantheoninvest.com/

Chapitres

1. Building Wealth Through Holistic Tax Planning (00:00:00)

2. Maximizing Wealth Through Tax Planning (00:12:12)

3. Leveraging Dependent Credits for 401k Withdrawals (00:21:41)

4. Investment Strategies in Energy and Taxes (00:25:48)

5. Year-End Tax Planning Reminder (00:33:31)