If you saw $100K lying on the sidewalk, would you walk past it? Many do by skipping small, repeatable tax moves …every year Backdoor Roths. Mega Backdoors. HSAs. Deferred comp Each one seems minor Together, they’re how families quietly get rich

Wealthy individuals don’t need private equity exposure … they need to hear what Warren Buffett really thinks about it: “I’d be very careful” “It’s not as good as it looks” “It’s a very one-sided deal” “Returns are not calculated in a manner I would regard as honest” His

The #1 estate planning gap nobody talks about ⤵️

“His memory held the passwords—when he died, so did $200M in Bitcoin” Don’t let your digital fortune vanish with you Jenny Rozelle breaks down the estate planning moves to ensure your crypto actually reaches your heirs …before it joins the growing graveyard of lost coins

Correction to Peter Attia on 60 Minutes: It’s not “criminal negligence” to skip diagnostic tools like DEXA scans & full-body MRIs It’s financial suicide to use them BEFORE you get life or disability insurance Insurers see everything Even a “minor” red flag can kill your

I’ve seen execs get blindsided: stock comp vests, bonuses hit Suddenly they owe the IRS penalties & interest for missing quarterly taxes The fix? → tell payroll to crank up federal tax in December → IRS pretends you paid all year Even if you waited til the last paycheck

Tax planning goes away for a business owner once an LOI is in hand BUT… For everyone else, it disappears if you’re not proactive about positioning for this year and all the years ahead Tax prep = last year’s bill Tax planning = lifetime bill Know the difference when you hire