“Stop Leaving Money on the Table: IRS Strategies the Wealthy Actually Use” | Plan to Rise Above Ep 6

Описание: 📈 PLAN TO RISE ABOVE PODCAST - Powered by PMG Wealth Management

In this episode, Phil Guerrero, CFP®, CEPA, George Maroudas, CFP®, and Ryan Zentz break down one of the most powerful — and most misunderstood — levers in building long‑term wealth: using the IRS tax code to your advantage.

Most people think wealth is built only through income and investing. The truth is that the tax code is intentionally designed to reward savers, investors, business owners, and proactive planners. Phil, George, and Ryan unpack the strategies, structures, and opportunities that allow families and professionals to keep more of what they earn and accelerate their financial trajectory.

💡 In this episode, you’ll learn:
Why tax planning is essential, not optional, for serious wealth builders
How the IRS tax code creates advantages for those who plan ahead
The most overlooked tax benefits — and how to start using them today
How to structure your financial life for maximum tax efficiency
Why proactive planning beats reactive scrambling every time
The mindset shift required to rise above average financial outcomes

This conversation is packed with practical insights for executives, business owners, and growth‑minded families who want to build, protect, and optimize their wealth.

🔗 Ready to take the next step?
Visit www.pmgwealth.com to learn more about PMG Wealth Management and how their team helps clients plan, invest, and rise above.

For personalized guidance, connect with Phil, George, or Ryan to schedule a 2026 consultation.

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