The Wealth Without
Wall Street Podcast

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How to Bet on Yourself with Alex Pardo
Episode #
174
34 minutes

How to Bet on Yourself with Alex Pardo

When was the last time you invested in yourself? How far are you willing to go to get clarity and reach a successful and fulfilling life? Today’s episode features Alex Pardo, host of The Flip Empire Podcast and co-founder of ASCEND, a high-level mastermind and coaching community. Whether you are stuck in your job and unsure of the next steps or have a business that you want to grow, Alex’s story will resonate with you. Learn how taking chances and betting on yourself can help you realize your life purpose and carve your path to success.

Shaping your vision and discovering the courage to follow through

Scale to get better, not to get bigger

How to gain clarity, have the hunger to grow, and impact people

Alex

Alex Pardo is the host of The Flip Empire Podcast, where he shares strategies, interviews, and insights for smart real estate investors to help them grow and scale in the real estate investing business. He is also the co-founder of ASCEND, a high-level mastermind and coaching community for Entrepreneurs that want to experience a better life and business. While involved in multiple businesses, masterminds, coaching, and delivering podcasts, Alex is a family man first. He is married to Natalie, and they have two beautiful girls, Arianna & Alessia. Through his commitment, Alex can fulfill his purpose of helping others achieve freedom while passionately living his vision with his family, experiencing life to the fullest, and positively impacting people's lives.

Round Table | Top Three Reasons to do IBC/Whole Life Insurance
Episode #
174
32 minutes

Round Table | Top Three Reasons to do IBC/Whole Life Insurance

Have you been thinking about wealth-building opportunities? You probably heard about a hundred different ways to achieve financial freedom. How do you know which is the right way to go? In this episode, the IBC coaches give out their top reason for considering infinite banking (IBC) and whole life insurance as a tool to get more creative with how you can make your money work for you. In case you’re not familiar with the IBC just yet, Nelson Nash’s Becoming Your Own Banker (BYOB) explains how your whole life insurance policies’ cash surrender value can be used as collateral for a loan. IBC is for individuals who are willing and able to make a long-term financial commitment. Find out the top reasons why you should consider diving into IBC/Whole Life Insurance as you embark on your financial journey. -- Want to go even deeper into the conversation? Join our IBC Inner Circle Group membership and gain access to our live podcast recordings, interactive Hot Seat guests on the topics, and exclusive Q&A sessions with other members and our coaches. Join here: https://wwws.link/inner-circle-sign-up

Round Table | Dave Ramsey Says Infinite Banking is a Scam Part 2
Episode #
173
38 minutes

Round Table | Dave Ramsey Says Infinite Banking is a Scam Part 2

What does Dave Ramsey think about IBC? And why does it matter? Information dramatically influences one’s choices. If you’re looking for ways to create financial freedom and learn more about the Infinite Banking Concept (IBC), you’re in for a fiery episode. In Dave Ramsey’s 9-minute video Why Infinite Banking is a SCAM!, he calls the IBC a Ponzi scheme and “whole life done horribly.” This is Part 2, where the IBC coaches break down Dave’s video contents and debunk the misrepresentations and half-truths in it. Russ and Joey will also go over Dave’s 7 Baby Steps and discuss how it may or may not be the right way to go. As you’re trying to learn about the Infinite Banking Concept (IBC) to determine right versus wrong, get answers to your questions from the people who have been practicing IBC for many years. You need objective truth, and that’s what you will get from this episode. Stay tuned and learn the proper path to take control of your finances to create your desired future. -- Want to go even deeper into the conversation? Join our IBC Inner Circle Group membership and gain access to our live podcast recordings, interactive Hot Seat guests on the topics, and exclusive Q&A sessions with other members and our coaches. Join here: https://wwws.link/inner-circle-sign-up

The Fearless Investor Kyle Stanley
Episode #
172
44 minutes

The Fearless Investor Kyle Stanley

Are you at that point where you can’t decide the path you have to take? Listen to this episode and find out how you can have clarity, take control, chart a path, and achieve freedom. Today’s guest, The Fearless Investor, Kyle Stanley will share tips on how to invest, kickstart your business, or become a better business owner. Learn about arbitrage, short-term rentals via Airbnb, and Kyle’s BRRRR framework. (Buy->Rehab->Rent->Refinance->Repeat) --- If you have a strong desire to invest in a short-term rental business via Airbnb, check out the resources and go from there. Resources: Download Airbnb Calculator: https://www.fearlesskyle.com How to Become an Airbnb Host: https://www.fearlesskyle.com/airbnbhost AirDNA (Short-Term Rental Analytics): https://www.airdna.co/

Understanding the market and what the deal looks like

Strategies to scaling your short-term rental business

What does Freedom of Choice look like and how you can achieve it

Kyle

Kyle Stanley is the host of The Fearless Investor Podcast, where he brings in innovative investors so his audience can learn from them. Kyle was also involved in multi-level marketing before becoming an entrepreneur. Now he helps people learn investing strategies like AirBnB, real estate, and much more! Kyle knows his stuff for sure, having invested in real estate and an AirBnB host since 2018. He loves baseball, volunteering at a local dog shelter, and traveling.

Onward Nation and Predictive ROI with Stephen Woessner
Episode #
171
42 minutes

Onward Nation and Predictive ROI with Stephen Woessner

So you’ve just come up with a fantastic business idea, now what? How do you drive demand and create scarcity so people want to buy your product? Marketing your product is the best thing you can do as an entrepreneur. Today we have Stephen Woessner, CEO of Predictive ROI and host of the top-rated Onward Nation Podcast, who will lay out the process in identifying your ideal client avatar and finding your niche so you can grow your business. “Stop wandering aimlessly,” and pick up valuable strategies from Stephen’s journey from a struggling entrepreneur to becoming a successful CEO in an industry that helps other entrepreneurs achieve their goals.

Business valuations and lessons from running an undercapitalized business in a very challenging market

What is Predictive ROI, and how can it help you as a business owner

Knowing your Ideal Client Avatar and learning the strategies to provide specific results to clients

Stephen

Stephen Woessner is the host of Onward Nation Podcast and the founder and CEO of Predictive ROI, a digital marketing agency, which helps agencies, coaches, and consultants build their thought leadership and then monetize it. He is the author of three books, including the #1 bestseller, Profitable Podcasting.

Passive Income Report - November 2020
Episode #
170
35 minutes

Passive Income Report - November 2020

“Vision is something that you think about, but the reality of it is when you can see it because you put it down somewhere in front of you.” ~ Russ Morgan As we’re nearing 2021, it’s a great time to sit down with your family, envision what you want to accomplish for the coming year, and put everyone’s ideas on a vision board. The Passive Income Report is part of Russ’s vision board. This practice was inspired by Entrepreneurs on Fire by John Lee Dumas and The Smart Passive Income by Pat Flynn, who put their passive income on their websites to motivate others to set goals and create accountability. Today, Russ and Joey will go through the November Passive Income Report and share “the good, the bad, and the ugly” with what they’re doing. One good practice you can start with is creating a vision board to achieve what you want and gain financial freedom in 2021. ~~~ November 2020 Passive Income Summary: Gross Income: $53,862 Total Expenses: $32,803 Net Profit: Over $20,969 ~~~ Breakdown of Passive Income Sources: Land Business: $2,830 per month passive income | $130,000 property that can be resold If you’d like to learn more about the land flipping business, download the investor tool from The Land Geek: Mark Podolsky Cattle Business: Unsuccessful - nothing sold for the month and will be dissolved in 2021 Short Term Rental Property: $27,325 Income | $22,249 Expenses; $900 Profit at 73% occupancy Targeting to improve occupancy to 80%-85% next year Ethereum Miners: $3,300 Income | $1,500 Expenses | $1,843 Profit Long Term Rental Business: Not doing very well Community - Inner Circle Membership for IBC: $14,349 Income | $2,500 Expenses | $11,849 Profit Short Term Rental (STR) Mastermind: $600 Profit Freedom Seekers Masterclass (Brand New Coaching Program): $3,705 Profit Join the waitlist for January 2021 E-commerce: Not doing very well Joey will sell the business if it doesn’t take off by March 31, 2021

Living a Life on Fire and Purpose with Joshua Kalinowski
Episode #
169
32 minutes

Living a Life on Fire and Purpose with Joshua Kalinowski

Are you someone who just experienced a major life change? Maybe you lost your job, had a considerable business failure, or even a failed marriage. Whatever it was for you, know that there’s life after what you’ve just been through. Today we have Joshua Kalinowski, host of The JK Experience and a very successful businessman who lives a purposeful life. His story will bring clarity and some practical steps you can take to manage the transitions in your life. Listen to Josh’s journey so you too can find your vision, discover your greater purpose in life, become the best version of yourself, and create a legacy.

Josh’s process in transforming his life and how you can do the same

How to get out of your comfort zone, invest in yourself, and learn from others

How to build successful businesses and raise leaders so you can do what you do best

Joshua

Josh Kalinowski is a former professional baseball player turned real estate agent then CEO who now runs six successful businesses. He helps leaders live a life of extraordinary impact, influence, and faith. Through his podcast, The JK Experience, Josh shares what he learns about finding inner greatness to keep moving forward towards the finish line. To learn more from Josh, watch out for his book, Strike Three: What Do You Do When the Game’s Over But Life’s Not, coming out in 2021.

Round Table | How To Use Your Policy for Gifting
Episode #
169
31 minutes

Round Table | How To Use Your Policy for Gifting

It’s the season of giving, and we love giving gifts. If you can pass down anything to your children, what would it be? Have you ever considered using life insurance as a gifting mechanism? In today’s round table, we’ll talk about how to use your insurance policy for gifting. A couple of ideas would be funding a life insurance policy for a child or grandchild or electing a portion of your death benefit to go to a charity. Using the Infinite Banking Concept or IBC, we buy cash value, and we purchase infinite uses of that cash value. In Nelson Nash’s second book, Building Your Warehouse of Wealth, there’s a chapter that talks about “anticipating a windfall.” Essentially what we can do within the framework of IBC would be: PAY premium->CREATE cash value->BORROW against that cash value->GIVE in anticipation of a windfall. IBC is a great way of practicing the abundance mindset and a powerful tool if you want to impact people more. When you look at it in its entirety, using your policy for gifting in the context of IBC is a fantastic gift. You will always get more than what you put in, and it will last a lifetime. -- Want to go even deeper into the conversation? Join our IBC Inner Circle Group membership and gain access to our live podcast recordings, interactive Hot Seat guests on the topics, and exclusive Q&A sessions with other members and our coaches. Join here: https://wwws.link/inner-circle-sign-up

Bonus Episode: Why Do We Celebrate Christmas
Episode #
168
19 minutes

Bonus Episode: Why Do We Celebrate Christmas

This is an extraordinary Christmas episode as Russ and Joey bring their kids once more to the show. The younger kids, aged 6 through 10, share some fascinating history around Christmas, why we celebrate it and what is special about it. Get ready to hear awe-inspiring thoughts, some of which you may already know, but still refreshing to reminisce. Hear about The Upside-down Kingdom, where God came to serve, not to be served. Understand that “Emmanuel, God with us” - means the ultimate bad thing will never happen to you because of God’s amazing gift - Jesus. And that Saint Nicholas helps people because he believes in Jesus. Sit back and listen to the bright kids as they walk us through the following: - The Story of Saint Nicholas/Santa Claus and the three girls who needed his help - Why do we have Christmas trees and the significance of the tree -The ultimate reason why we celebrate Jesus on Christmas Thank you for sharing this incredible experience with us. We hope that you will be able to share the true meaning of Christmas with your families.

Embracing The Profit First Concept with Susanne Mariga
Episode #
167
30 minutes

Embracing The Profit First Concept with Susanne Mariga

Most people calculate profit the wrong way. We’re so used to this formula: Income - Expenses = Profit. What if we look at it the other way around? Join us as we talk about profit with Susanne Mariga, CPA, host of The Profit Talk Podcast, and co-author of the book Profit First For Minority Business Enterprises (2021). In today’s episode, Susanne will guide us through flipping the equation, avoiding the entrepreneur poverty situation, and taking the profit first concept. We will cover some tips on putting a rein on your expenses, understanding the target allocation percentages, defining what winning looks like for you, and knowing what changes to make so you can scale your business and get your life back.

Assessing your entrepreneurial journey

Drill down on your Profit and Loss Statement

Why you should embrace the Profit First Concept

Susanne

Susanne Mariga is a Certified Public Accountant (CPA), Certified Tax Coach (CTC), and Chartered Global Management Accountant (CGMA) with over two decades of experience helping clients achieve their financial goals through business and personal tax planning. Before founding her firm, Susanne worked at Arthur Andersen LLP and one of the Big 4 firms, KPMG. Combining her industry knowledge with her own experience of growing a small business has allowed Susanne to help her clients design unique, profit-first based business plans that ensure success and long-term financial stability. As a Certified Profit First Professional (PFP) at the Mastery Level, she is passionate about helping small business owners and entrepreneurs maximize their revenue and grow their business.

Rich Dad Poor Dad for Teens
Episode #
166
32 minutes

Rich Dad Poor Dad for Teens

You’re in for a treat as Joey and Russ bring in their daughters to share insights about Robert Kiyosaki’s book, Rich Dad Poor Dad for Teens. Today’s episode covers part 1 of the book, which is about The Language of Money. The girls, aged 15, 14, 13, and 12, kick off the discussion with their main thought about money. Words like “necessity, worry, not thinking about it, and work” come to mind. They dig deeper into details of how to overcome fear, the positive impact of journaling what you want, the power of positive affirmations, and exploring what options are available instead of just closing the doors.

Discovering the genius within you

Understanding your learning style

Believe that you can obtain wealth

This book teaches teens financial habits not usually taught in school and opens the door for parents to have financial conversations with their children. The next episodes will cover the rest of the book, touching on exploring possibilities, being excited, getting better, and becoming more confident.

The Accumulation Model vs. The Cash Flow Model with Randy Lawrence
Episode #
165
36 minutes

The Accumulation Model vs. The Cash Flow Model with Randy Lawrence

The accumulation method is a villain. It taught you to scrimp and save until you have a mountain of money, yet in the end, you still worry that it’s going to run out, creating a scarcity mindset. Is there a better way? Let’s hear from a former stockbroker - The Real Estate Preacher, Randy Lawrence. Today, he teaches us how to transition from accumulating wealth to getting more returns on real estate, finding a way to earn every month while growing your asset, and establishing a cash flow model. Learn the impact of having the financial disciplines like operating within a budget and starting a systematic approach to transforming your current economic model. “Discipline is what provides freedom.” ~ Randy Lawrence

How to be reasonably responsible with your income and expenses

Understanding what’s the right asset class for you

Beginning a systematic approach to transition at a time table that you’re comfortable with

Randy

Randy Lawrence is a veteran real estate investor having decades of experience with single and multi-family properties and a transformational community leader and church founder. Having started his career as a traditional wealth manager, Randy understands finance and investing strategies in the broadest sense. Ultimately Randy determined that real estate was the ideal investment vehicle for his portfolio. Over sixteen years ago, he began partnering with other investors, to their mutual benefit. Today, Randy oversees a real estate portfolio of close to $105M in multi-family assets and is on track to double these holdings in the next three years. - Resources: Prosperity Capital Partners: https://pcpre.net/ The Real Estate Preacher Podcast: https://therealestatepreacher.com/podcast/ - Connect with Randy: Facebook: https://web.facebook.com/TheRealEstatePreacher/ Linkedin: https://www.linkedin.com/in/randylawrence1/

Our Passive Income Report - October 2020
Episode #
164
33 minutes

Our Passive Income Report - October 2020

There’s an emotional component to money. Volatility is not just about returns but what it does to you personally. There’s always this question of “Is your money ever enough?” One of our favorite topics is sharing our monthly passive income report and what we’ve been doing. As we always talk about in Wealth Without Wall Street, none of it is about timing. It’s all about cash flow. Here are some lessons we’ve learned from engaging in different business ventures: It’s a good thing to leverage someone else’s expertise to tap into a system. Just like how we’ve tapped Mark Podolsky’s team to run Everland which is one aspect of our land business. It’s a learning process. There will be challenges. It’s not all roses. You have to learn the skill of marketing. You need to have an extroverted personality with a sales profile, resilience, and willingness to push through some challenges. Financial freedom is not linear. It’s always moving and changing, and you’ve got to be willing to pivot. You can’t just stay in one place. You have to make constant adjustments, step out of your comfort zone, and continue to grow. We hope you learned something today. That’s what our brand is all about - empowering you to take control, so that you can pick your own path to financial freedom. ~~~ October 2020 Passive Income Summary: Gross Income: $32,800 Total Expenses: $ 27,000 Net Profit: $ 5,344 (a little over 10% increase from the previous months) ~~~ Breakdown of Passive Income Sources: Land Business: TriStar - $723 Income | $31,000 Expenses | Down $2500 Everland - $4,250 Profit Short term Rental Property: $18,248 Income | $13,605 Expenses; $922 Profit per bedroom Mastermind format run by our operator STR Mastermind weekly live coaching how to create cash flow Ethereum Miners: $2.630 Income | $1,013 Profit Multi Family: Undergoing a merger, so no income to report for October Long term Condo Rental: $124 Profit - typical profit from condo rentals is from $125 to 200 Community - Inner Circle Membership for IBC: $40/person/month membership fee | $30,000 Expenses/year | $1,000 Profit E-commerce: $634 Income | $861 Loss Freedom Seekers Masterclass Live (Brand New Coaching Program): Starting at $847/month with 10 members; this will be turned into a course in the future so it becomes a source of passive income Affiliate Marketing: $500 Income

Generating Passion Income by Doing What You Love with Brian Ellwood
Episode #
163
37 minutes

Generating Passion Income by Doing What You Love with Brian Ellwood

Is there a way to stop trading your time for money and spend time doing the things you love? If time is our most valuable asset, how do we track it? How much time do you spend working? How can you take back control of your time? Today, we learn more about this idea with Brian Ellwood, host of 12 Houses To Freedom, the podcast that shows you how to create passive income so you can pursue your passion. Brian shares that having passive income is excellent, but passion income is something different. Passion income is money generated by doing what you love. It combines what you're good at and what truly matters to you. In Brian’s case, his passive income comes from real estate investing, while his passion for coaching has been bringing in a considerable income for him.

How to have the clarity to picture a lifestyle you love and take steps to get there

Creating passive income streams to pursue something you’re interested in

Why you should track your time

Brian

Brian used to have a soul-crushing job, which he eventually quit. Inspired by the book Rich Dad Poor Dad, he got into real estate wholesaling, which he also had to stop. Brian now focuses on a few dozen rentals and uses his passive income to pay for his bills to control his time. Today, Brian coaches others on creating passive income streams to have control over their time, too. He only works part-time and spends the rest of his time with his wife, Carleigh, and his daughter, Everley, exploring Colorado, snowboarding, doing parkour, skateboarding, playing music and video games, and drinking beer with friends. Brian believes that "The purpose of real estate investing is not to become your career, but to FREE YOU UP so you can pursue your larger mission in life.” Resources: 12 Houses To Freedom Podcast: https://www.brianellwood.net/podcast

The Value of Going to College | BYOB Book Review part 16
Episode #
162
44 minutes

The Value of Going to College | BYOB Book Review part 16

Why do people go to college? Is it a must? To continue our review of R. Nelson Nash’s book, Becoming Your Own Banker, let’s talk about the value of college education. People spend a considerable amount of money to go to college, business school, or medical school to learn a skill or get a certification. Taking the cost of a college education into account, is it worth it? Today’s students get sent to the business school to be trained, not to learn. Instead of spending money outright on college education, why not start saving? To illustrate: 1. Consider the standard cost of US$20,000 per year on a 4-year college education = US$80,000 (excluding board, lodging, other expenses) 2. If you put the same amount to an insurance policy, you will have a value of US$2,457,303, which will allow you to withdraw US$145,000 annually for 16 years while maintaining US$3,200,000 in death benefits. A person should not wait until he’s 70 years old before enjoying his retirement. Going to college is good, but why not consider internships or learning from experts as an alternative? Education is not limited to institutions. Your financial education is your responsibility. An insurance policy is a better place to save money.

What is the alternative if you don’t go to college

The value of getting a mentor

The value of understanding infinite banking

The Profitable Niche of Land Flipping with Adam Southey and Justin Sliva
Episode #
161
35 minutes

The Profitable Niche of Land Flipping with Adam Southey and Justin Sliva

Most people dream of having financial freedom, but get stuck working endless hours in a job until they’re 60! Ready to take control of your life and create a business that is not a job? Tune in to this episode. Today's guests, veteran real estate investors Adam Southey and Justin Sliva, share how they discovered the wildly profitable niche of land flipping as a way to create wealth and live life under their own terms.

How to make money in real estate.

The strategy and business model used by Adam and Justin.

Discover the process to create financial freedom .

Adam and Justin

Adam Southey used to work as a train conductor. Justin Sliva spent years working as a full-time real estate agent. They joined forces to try out land investing. Today, they’re both living the life of their dreams. They share their experiences to teach others how to build massive cash flow and huge profits from this highly lucrative niche of land flipping through their podcast, Casual Fridays REI.

From Self Storage to Self-Sustaining with Scott Krone
Episode #
160
34 minutes

From Self Storage to Self-Sustaining with Scott Krone

In these times of market uncertainty and job layoffs, no wonder so many people are escaping the 9-5 and seeking financial freedom. Making that decision may be half the battle, but where do you go from there? Today’s guest is Scott Krone, the owner and founder of Coda Management Group. Coda is an international award-winning design and build firm that manages self-storage and other real estate assets, whose values range in the hundreds of millions. In this new episode, they discuss why you should look for problems to solve during a recession, how to keep your investors committed and happy in every deal, and the ways to leverage a variety of deals to create a life truly worth living.

How to identify problems with a high ROI.

The concrete steps to tackling an old problem in a new way.

The key to creating sustainable passive income streams.

Scott

Scott Krone’s background lies in architecture and contracting, working on multiple million dollar deals in his early years. In 2012, Scott founded SSSK Capital Fund, a firm that managed real estate assets in the excess of $30 million. In 2018, Scott combined SSSK Capital Fund with his other company, Coda Design + Build, to create the current Coda Management Group. Coda is now a staple in self-storage asset management.

Our Passive Income Report - September 2020
Episode #
160
38 minutes

Our Passive Income Report - September 2020

Welcome to the continuation of the Wealth Without Wall Street Podcast's Monthly Passive Income Report. This episode we go over our September 2020 passive income streams and show you how we had a 30% percent increase from last month. We discuss why some strategies didn’t work for us, but could still work for you. From taking on more expenses to dealing with neighbors who want us out, we go over every aspect of the business and give you exact numbers to put into perspective. Money is just a tool that we trade for time, but time waits for no man. Short-term rentals have increased our income greatly from month to month, however land-flipping took us backwards this month. These episodes also show us where we can improve and learn from the mistakes we made month to month. Overall, September was a good month for us and we are excited to continue expanding in some areas. We hope this episode inspires you to use your money wisely and allows you to learn from our mistakes.

Round Table | What is a Term Conversion?
Episode #
159
37 minutes

Round Table | What is a Term Conversion?

When we talk about life insurance, people usually think of a whole life policy—your policy is active until you pass away. This has its benefits, but many people would benefit more from a term life policy. Simply put, a term life policy is active for a designated set of years, which allows it to have lower premiums and the ability to convert into a whole life or infinite banking policy. Most whole life insurance policies are calculated based on the number of working years someone has left, which can both be wrong and unsettling to think about. In contrast, a term life policy is great for someone building a family, whose needs will change over time. Before you settle on one or the other, know what your specific needs are and discuss them with an insurance company you trust. -- Want to go even deeper into the conversation? Join our IBC Inner Circle Group membership and gain access to our live podcast recordings, interactive Hot Seat guests on the topics, and exclusive Q&A sessions with other members and our coaches.

Embracing the Tax Code with Todd Mardis and Walt Dallas
Episode #
158
33 minutes

Embracing the Tax Code with Todd Mardis and Walt Dallas

It’s easy to feel as though taxes are stealing your wealth, and if you don’t know how to approach the tax code, you’re right. On the flip side, if you choose to embrace the tax code, you’ll discover the many ways to keep and expand your money. Today’s guests are Todd Mardis and Walt Dallas of Capital Preservation Services, whose collective mission is to leverage every legal and defensible way to expand their clients’ wealth through the tax code. They cover the concrete steps to getting more deductions and cash flow through your estate, as well as the ways you can utilize both S and C corporations to save thousands. The tax code can be cryptic, but by grasping it little by little, your wealth will rise.

The smart way to approach the tax code.

How to leverage your estate to increase cash flow and save money.

Why paying less in taxes is the key to wealth.

Todd and Walt

Todd Mardis is the founder and CEO of Capital Preservation Services, a tax consulting firm that helps high-earning clients with taxes, asset management, and estate planning. Todd has spent over 20 years consulting with business owners, physicians, and other high-earning clients on how to maximize cash flow and deductions. Walt Dallas serves as legal counsel and tax attorney, consulting with CPS on income tax planning, business succession, estates, and much more.

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