Videos

June 13, 2023

The Best Wealth-Building Strategy in Tech: Working for Equity

Are you ready to learn how working for equity can lead to significant financial gains? Welcome to Tech Careers and Money Talk, where we explore the intersection of technology, career growth, and financial success. In this episode, we dive deep into the benefits of working for equity as a wealth-building…

View more
June 13, 2023

Unlocking Wealth-Building Opportunities: Working for Equity

Are you looking for ways to build your wealth and secure your financial future? Then you need to hear this! Host Christopher Nelson of Tech Careers and Money Talk shares his expert advice on how working for equity can be a viable option for many people. 💰🚀 In this episode,…

View more
June 12, 2023

Real Estate Loophole

Join us as Greg and John highlight the advantage for real estate professionals who generate losses exceeding their income and explain that these losses can be directly offset against their W-2 income, resulting in significant tax benefits. Clarifying the criteria for qualifying as a real estate professional! #RealEstateProfessional #DirectIncomeOffset #TaxBenefitforProfessionals…

View more
June 11, 2023

Break your Bad Money Cycle

If you don't address your financial past, then you can't create a new future.

View more
June 11, 2023

Cracking the Code

Greg and John highlight the significance of following a roadmap to achieve tax-saving goals, encourage individuals to learn from successful tax-saving examples and apply those principles to their own financial journey. Emphasizing the importance of patience and consistency in reaching their desired outcomes over time. #FinancialSuccessRoadmap #TaxCodeNavigation #SmartFinancialJourney #TaxSavingInspiration #PatienceAndConsistency…

View more
June 10, 2023

Mastering ROI

Greg and John explore how implementing tax-saving strategies can lead to substantial returns on investment over time, Emphasizing the significance of even small savings and empowering individuals to reinvest their savings for greater financial growth. #TaxSavings #FinancialGrowth #SmartInvesting #WealthBuilding #SavingsStrategies #FinancialEmpowerment #LongTermReturns TaxFreeWealth #FinancialJourney #ProgressOverTime #SmartFinancialPlanning #WealthAccumulation #FinancialSecurity #SteadyProgress #FinancialFreedom

View more
June 9, 2023

Green Energy Dominance

Discover the investment potential in electric vehicles and solar energy, as both industries are gaining popularity and offer attractive tax incentives for individuals and investment properties! #GreenEnergyDominance #SustainableIndustries #TaxIncentives #InvestmentOpportunities #RenewableRevolution #GreenTech #EnvironmentalSustainability #FutureInvesting

View more
June 8, 2023

Leveraging Tech Equity as a Wealth Strategy

Effective wealth strategy? Bryan Wise breaks down some key tips to build your career capital and be able to get equity in great tech companies. Leverage your tech equity as a wealth strategy by listening to this interview with Bryan!

View more
June 8, 2023

Maximizing Investment Returns

Discover why evaluating after-tax returns is crucial when making investment decisions, ensuring a comprehensive assessment of potential gains. And learn why astute investors prioritize 1202 eligibility, unlocking tax benefits that can significantly enhance investment outcomes, with potential tax savings of 23.8%. #TaxBenefits #SavvyInvestors #InvestmentOpportunities #TaxSavings #WealthBuilding #SmartInvestmentStrategy #TaxSmart

View more
June 7, 2023

Worst Money Advice Ever

What was the worst money advice the Jenny received?

View more
June 7, 2023

Budget Diva breaks it Down

How does a Budget Diva help others break down how to budget.

View more
June 7, 2023

CPAs vs. CTPs

Discover the wide-ranging roles held by CPAs, from governmental auditors to assurance professionals and uncover the unique value and benefits provided by certified tax planners who possess in-depth knowledge and skills in tax planning, offering a more targeted approach for clients! #CPARoles #GovernmentalAuditors #AssuranceProfessionals #CertifiedTaxPlanners #TaxPlanningExperts #SpecializedTaxKnowledge #TargetedApproach #ClientBenefits #FinancialAdvice…

View more
June 6, 2023

Being Mindful with Money is a Game Changers

Jenny talks about here experience with key leaders and how the approached money really influenced her.

View more
June 6, 2023

The Double Threat

Discover how Greg’s accounting background and John’s legal Expertise come together to form a powerful team in the realm of tax strategy. They offer clients a double perspective of tax planning offering them a revolutionizing way they can plan taxes and optimize them as well. #PowerfulTeam #AccountingAndLegalExpertise #TaxStrategyRevolution #DoublePerspective #TaxPlanning…

View more
June 6, 2023

How to Keep More Money in Your Pocket: Tax Planning for Everyone

In this episode, Christopher Nelson is joined by tax planning experts John Malone and Greg O'Brien to discuss unconventional strategies for maximizing ROI through tax planning. They explore tax benefits for real estate investments, eco-friendly investments, and energy-efficient upgrades, and highlight the importance of planning and following guidelines to avoid…

View more
June 5, 2023

Don't let Scarcity Mindset - Dictate your Future

Jenny discusses how scarcity mindset can impact your relationship with money.

View more
June 5, 2023

Deep Skills Accelerate Careers

Jenny shares how her experiences early on allowed her to rapidly accelerate her career.

View more
June 4, 2023

Make It work FOR YOU.

You need to be mindful and thorough when choosing a company to work with. You should focus on the experience and the innovation that the company has to offer, but also the leadership style. Are the collaborative? Do they micro-manage things? What are their values? These are such questions you…

View more
June 3, 2023

The Market Makes the Difference

While there are several great opportunities in the B2C market when it comes to the tech industry, Bryan personally believes he is a better fit for the B2B market. As he is working for the company but he is also a shareholder and being able to participate in market activities…

View more
June 3, 2023

Know your true Value

When people start looking for jobs in the market, it is easy for them to clear interviews but when they reach the stage of negotiating for salary, they often hesitate to quote what they think their worth is. And Bryan advises that people should know their worth and should be…

View more
June 2, 2023

The True Power of Networking

The power of networking is insane! You never know when the next opportunity for you could come from. So it is vital for you to build a strong and vast network and even stronger connections because you'll end up finding people who will help you speed up your growth and…

View more
June 2, 2023

Invest your time in the RIGHT Companies

The CIO of 6Sense talks about his experience and what he looks for in a company he chooses to work with. He emphasized how he goes for companies that offer platfrom solutions instead of point solutions. #StrategicMoves #CIOInsights #CompanyFit #PlatformSolutions #HolisticApproach

View more
June 1, 2023

Equity Strategy # 1 - Pick a Company to align with your lifestyle

In this video Bryan talks about how he had a very stable career in a public company but after his 9 year tenure he realized, even though the public company's steady state provides a very comfortable living standard. But there was something missing. His strive for betterment led him out…

View more
June 1, 2023

Company Move for Career Goals

As somebody who is aspiring and has the potential to grow, you should never settle or become stagnant. And that is what Bryan did when changed companies and he advises that one should be looking at the bigger picture when doing that. Will this new company contribute to my overall…

View more