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Danielle Michel’s Path to Tax Freedom | WealthWise Banking EP. 17
Manage episode 477434733 series 3627067
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Website: www.WealthWiseBanking.com
LinkedIn: https://www.linkedin.com/company/wealthwise-banking
Unlock the tax strategies that set you free with Danielle Michel, CEO of Checkmate Tax Advisors. In this episode, hosts Jeremy Huggins and Jason Sipple dive into Danielle’s journey from hairdresser to tax expert, revealing how proactive tax planning can transform your financial future. Discover actionable insights to shift from stuck to strategic—without Wall Street or outdated advice. Learn tax freedom tips, from leveraging credits to mastering deductions, and take control of your wealth today. Perfect for entrepreneurs and professionals ready to build a future they own. Subscribe for more wealth-building strategies!
EPISODE HIGHLIGHTS
(00:00) - Introduction
(02:40) - From Hairdressing to Tax Mastery
(06:35) - Tax Credits: Your Wealth’s Secret Weapon
(15:18) - Why Checkmate? It’s Chess, Not Checkers
(23:16) - Take Control: Start Tax Planning Now
(30:46) - Taxes Are Sexy When Done Right
(35:51) - Stop Racing to Zero Every Year
(44:59) - Danielle’s Drive: From Chaos to Impact
ABOUT YOUR HOSTS
At WealthWise Banking, hosts Jeremy Huggins and Jason Sipple combine decades of experience in finance, leadership, and wealth-building to help listeners eliminate debt, grow wealth, and build lasting legacies.
Jeremy, a West Point graduate and Special Operations Veteran, brings a strategic, disciplined approach to financial planning, shaped by years in high-pressure environments. Now a real estate investor, airline pilot, and certified Infinite Banking Concept Practitioner, he helps clients unlock financial freedom through IBC strategies designed for long-term stability.
Jason, a 5x Ironman Competitor, money mentor, and founder of Founding Fathers Financial, has guided thousands toward debt elimination, cash flow optimization, and legacy building. Through Founding Fathers, Jason leads a community of men focused on aligning wealth with purpose, fostering leadership, and building legacies that reflect their values.
Together, Jeremy and Jason share real stories of transformation, showcasing how listeners apply the Infinite Banking Concept (IBC) to take control of their financial futures.
Beyond the Mic: Jeremy enjoys fitness and outdoor adventures with his wife and two dogs, LB and Tito. Jason balances mentoring, Ironman training, and community-building through Founding Fathers.
🎧 Tune in weekly to learn practical strategies and simple shifts that unlock financial independence and lasting success.
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