Part Fifteen: Advanced Tax Strategies

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Welcome to the Win Make Give “Wealth Series 2.0!” I’m so excited to have you on this journey with me, and I’m confident you’ll change your financial future by week eight. To get the most out of this experience, do these simple steps: 1.  Listen to Part Fifteen: Go to your favorite listening app, subscribe, and listen to the latest session. You can find us on several channels (see links to the right). 2.  Download and print the workbook: Each lesson has a workbook available to download and complete along with each episode. Look for additional resource links for financial spreadsheets and tools inside every workbook. Download Part Fifteen workbook here. 3.  Join the conversation: Got a question? Want to share an “aha” moment? Need help with an assignment? Comment in the Win Make Give Facebook group. If you do not have access to Facebook and have a concern or question, contact us via email at 4.  $10,000 cash giveaway: Interested in our grand prize? To enter to win, you must be registered for the “Wealth Series 2.0.” Sign up here for free. Pay special attention to the one highlighted question we ask in each workbook. (Don’t worry, we’ve made that question pretty obvious.) 5.  Did you miss a lesson? Get caught up at: Wealth Series Part One Wealth Series Part Two Wealth Series Part Three Wealth Series Part Four Wealth Series Part Five Wealth Series Part Six Wealth Series Part Seven Wealth Series Part Eight Wealth Series Part Nine Wealth Series Part Ten Wealth Series Part Eleven Wealth Series Part Twelve Wealth Series Part Thirteen Wealth Series Part Fourteen

Part Fifteen Overview

In Part Fifteen, we talk with CPA and Rich Dad Advisor® Tom Wheelwright about advanced tax strategies and seven ways the government wants you to invest to help reduce your taxes.

What’s the giveaway question of the week?  Download the workbook to find out!
(Write down your answer to each Giveaway Question in a safe place, as you’ll be asked to provide them all at the end of the series for your chance to win $10,000.)

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