I was thrilled to share a pretty cool client success story in our recent episode of Blue Collar Wealth presented by Stone House®! 🌟 In this episode, I had the pleasure of discussing a client success story alongside Bob Brown, CFP®, and John Burke. We delved into the strategic approach we took in helping a client achieve a remarkable 11% effective tax rate for a client while tapping into $650,000 of potential income. Not only that, but we also facilitated his goals of setting up his grandchildren for future success via 529 contribution and contributing to charity through donor-advised funds. 💡 Financial planning isn't just about investments; it's about understanding our clients' aspirations and leveraging them to craft personalized strategies for a fulfilling retirement. What makes this job so enjoyable is finding ways to maximize our clients wealth and goals while simultaneously reducing their tax burdens. Watch the Blue Collar Wealth episode here: https://lnkd.in/eJaqYej6
Chad Taake, CFP®’s Post
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🏛 𝗪𝗲𝗮𝗹𝘁𝗵 𝗶𝘀𝗻’𝘁 𝗷𝘂𝘀𝘁 𝘀𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴 𝘁𝗼 𝗯𝗲 𝗺𝗲𝗮𝘀𝘂𝗿𝗲𝗱 𝗶𝗻 𝗺𝗼𝗻𝗲𝘁𝗮𝗿𝘆 𝘁𝗲𝗿𝗺𝘀. It’s about the value of financial freedom and being able to leave behind a positive legacy, perhaps for your family or charitable causes. Understanding your goals, both in life and after you’ve gone, can unlock the true worth and purpose of your wealth. Get in touch for a full financial review. 🌐 https://lnkd.in/engBrhRY #Wealth #FinancialFreedom #UnderstandingGoals
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Principal Financial Advisor, Founder/Owner of Pinnacle Financial Wealth Management, LLC, Advanced Planning Lead- Team Based Model Consultant, Host of Proactive Tax Strategies Podcast
🚀 Elevate your charitable efforts with smart financial strategies! It's intriguing to see how individuals with a high net worth are leveraging their financial standing to not only grow their impact but also maintain their financial health. There's a fine balance between philanthropy and financial stability, and hitting that sweet spot requires more than just good intentions. 🤲 Join me on a new podcast episode of ‘Proactive Tax Strategies’ and dig into the nuances of maximizing charitable contributions while protecting your financial future! https://lnkd.in/emqx69bK
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Investment Advisor, Portfolio Manager. Specializing in Private Wealth Management for Business Owners and Executives
Legacy planning is about preserving values and impact. Define your legacy, clarify goals, engage in estate planning and charitable giving, ensure succession, communicate intentions, and continuously evolve. Leave a lasting impact that inspires generations.
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Managing Partner, Copper Beech LLC | Helping families protect, preserve, and grow their wealth.
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