112: Your Current Portfolio Strategy is Costing You $135K (per year)

What if I told you that your current portfolio strategy could be costing you up to $135,000 per year? That’s right. In episode, I’ll show you how you can turn a $3 million portfolio into a steady income of $240,000 a year, pay as little as $5,000 to $10,000 in taxes, and never sell a single asset.

If you have high income, stock-based compensation, or you’re someone seriously looking to build financial freedom, not just for retirement but for life, this video is exactly what you need. I’m breaking down how to stop relying on a growth-and-drawdown strategy, which forces you to sell assets and face higher taxes, and instead shift toward an approach that focuses on generating passive income sustainably.

I’ll walk you through how I personally built my own micro family office, allowing me to enjoy security, liquidity, and true independence. You’ll learn how to structure your portfolio to create consistent cash flow, minimize taxes legally, and preserve wealth for the long term.

If you’re ready to transform your financial strategy, reduce tax burdens, and move towards real financial independence, stick with me to the end.

I’m going to show you exactly how to make this happen.