Welcome to the Investor's Guide to Joy, where we explore accredited investors' mindset, lifestyle, and perspective. Join us as we learn from their experiences, give ourselves permission to pursue our deepest desires, find the encouragement to take action, and grow into the best version of ourselves. Hosted by Paul Graham, a serial entrepreneur from Austin, TX, the podcast is a way to chase your dreams with purpose and joy by changing your life by one degree.
Check out my substack: https://substack.com/@anotherpaulgraham
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Welcome to the Investor's Guide to Joy, where we explore accredited investors' mindset, lifestyle, and perspective. Join us as we learn from their experiences, give ourselves permission to pursue our deepest desires, find the encouragement to take action, and grow into the best version of ourselves. Hosted by Paul Graham, a serial entrepreneur from Austin, TX, the podcast is a way to chase your dreams with purpose and joy by changing your life by one degree.
Check out my substack: https://substack.com/@anotherpaulgraham
Are You Protecting Your Wealth and Growing Your Business?
The Investor's Guide To Joy
11 months ago
Are You Protecting Your Wealth and Growing Your Business?
In this episode of The Investor's Guide to Joy, host Paul Graham and Stacy Calvin dive into essential financial strategies for business owners and high-income earners. They explore the benefits of diversifying investments through syndications, optimizing entity structures for tax efficiency, and leveraging income-shifting techniques. Stacy also shares actionable insights on liability protection, proactive financial planning, and the importance of aligning financial decisions with long-term goals.The value of working with a knowledgeable CPA and provides tips for choosing the right one based on experience, qualifications, and strategic approach. Stacy debunks common myths about tax preparation and highlights how proactive planning can maximize deductions, reduce liabilities, and enhance financial outcomes. Packed with practical advice, this episode is a valuable resource for anyone seeking to optimize their finances and elevate their success.Highlights of the Podcast00:08 - Introduction01:59 - Guest Introduction02:58 - Investing Personally vs. Through a Business07:28 - Top Strategies for Larger Businesses11:58 - Finding the Right CPA14:21 - Debunking Tax Myths15:36 - Tax Strategies for Business Owners17:32 - Real Estate Rules and Myths20:06 - Trusts and Tax Misconceptions23:34 - The Importance of Year-End Planning27:04 - Best Practices for Six-Figure Earners30:17 - Tailored Strategies for Seven-Figure Earners31:31 - Diversifying Lifestyle Investments32:41 - Tax Strategies for High-Income Earners35:05 - Choosing the Right CPA38:56 - CPA Fees: Value vs. Cost44:47 - Mindset Shift: "Knowledge is Power"45:34 - Closing Remarks
The Investor's Guide To Joy
Welcome to the Investor's Guide to Joy, where we explore accredited investors' mindset, lifestyle, and perspective. Join us as we learn from their experiences, give ourselves permission to pursue our deepest desires, find the encouragement to take action, and grow into the best version of ourselves. Hosted by Paul Graham, a serial entrepreneur from Austin, TX, the podcast is a way to chase your dreams with purpose and joy by changing your life by one degree.
Check out my substack: https://substack.com/@anotherpaulgraham
