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💸 #0034 - Why America’s Richest Families Are Buying Dirt (Not Stocks)
Jun 24, 2025

💸 #0034 - Why America’s Richest Families Are Buying Dirt (Not Stocks)

Consistent income. Inflation protection. No Wall Street games.

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Shrewd Investor
TaxTax
💸 #0032 - 3 Tax Hacks Billionaires Use To Pay Zero
Jun 10, 2025

💸 #0032 - 3 Tax Hacks Billionaires Use To Pay Zero

It’s not flashy—but it’s one of the most powerful tools in the tax code.

Shrewd Investor
Shrewd Investor
TaxTax
💸 #0019- Tax Secrets of the Affluent
Mar 04, 2025

💸 #0019- Tax Secrets of the Affluent

Discover the tax planning calendar used by the wealthy to save thousands. Learn why March is the critical month for reducing your 2025 tax bill, not just filing 2024 returns.

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Shrewd Investor
TaxTax
💸 #0016 - Tech CEO's $8B Death Tax Dodge
Feb 11, 2025

💸 #0016 - Tech CEO's $8B Death Tax Dodge

The wealth protection move that grew 1,142x tax-free... Picture this: It's 2012, and NVIDIA's CEO Jensen Huang just pulled off what might be the greatest wealth-protection play of the decade.

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Shrewd Investor
InvestingInvesting
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💸 #0013 - Triple Your Charitable Impact
Jan 21, 2025

💸 #0013 - Triple Your Charitable Impact

Discover how Donor Advised Funds can save you on taxes, grow your charitable impact, and help you leave a lasting legacy—giving smarter has never been easier.

Shrewd Investor
Shrewd Investor
Personal FinancePersonal Finance
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💸 #0009 - The Art of Gifting Without Losing Control
Dec 24, 2024

💸 #0009 - The Art of Gifting Without Losing Control

What if you could set your kids up for life while ensuring they don’t squander their inheritance?

Shrewd Investor
Shrewd Investor
InvestingInvesting
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💸 #0008 - How the Ultra-Wealthy Diversify Without Taxes
Dec 17, 2024

💸 #0008 - How the Ultra-Wealthy Diversify Without Taxes

The tax-saving secret Wall Street doesn’t advertise. Learn the strategy only high-net-worth investors are using.

Shrewd Investor
Shrewd Investor
InvestingInvesting
+3+3
💸 2024 Year End Tax Playbook
Nov 19, 2024

💸 2024 Year End Tax Playbook

Get ahead of the 2025 tax changes with 30 proven strategies to protect and grow your money.

Shrewd Investor
Shrewd Investor
I help newly affluent investors build lasting wealth and expose financial industry traps

Shrewd Investor

I help newly affluent investors build lasting wealth and expose financial industry traps

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