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Magnifying the Impact of Your Wealth | AWM Insights #168
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We frequently bring up the three uses of money (Spending, Saving, and Gifting) and how we help our clients expand their wealth and impact through each use.
We implement a thoughtful and proactive approach to tax planning and management that helps our clients keep more dollars in their pockets. This is a year-round job and not one that can be done effectively just before Tax Day.
From there, we help our clients with the money that does stay in their pocket to build an investment portfolio that achieves their goals and priorities, while expanding their wealth.
We also work with our clients to identify the causes that matter most to them and leverage the gains in their portfolios to make charitable gifts while reducing their future tax liabilities.
Our integrated process magnifies the wealth of our clients while protecting and achieving the priorities and goals that matter most to them.
Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network.
Episode Highlights
- 0:00 Intro
- 0:40 Maximizing net income to fully capture your human capital and magnify your impact
- 2:53 How Gifting can reduce your future tax liability
- 6:05 How to think about Lifestyle spending when it comes to your net wealth
- 8:32 Investing excess funds to expand your wealth
- 10:15 How do your stock investments generate passive income?
- 11:53 Text us!
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