Episode Details

In this episode, Barbara and Eunicia discuss:
-What strategies can you use to build your wealth
-How to empower the growth of your business
-The importance of collaboration

Key Takeaways:
” We need to look for activity, we need to look for action, and we need to know that that action is taking place.” – Eunicia Peret.

Connect with Eunicia Peret:
Website: https://www.podcast.excelstra.com
LinkedIn: https://www.linkedin.com/in/euniciaperet
Instagram: https://www.instagram.com/efp_official_team_page
YouTube: https://www.youtube.com/@ExcelstraOfficial
Facebook: https://www.facebook.com/empoweredfinancialplanner

Connect with Barbara Hales:

Twitter:   https://twitter.com/DrBarbaraHales
Facebook:   https/www.facebook.com/theMedicalStrategist
Business Website: https://www.TheMedicalStrategist.com
Email:   halesgangb@aol.com

YouTube: https://www.Youtube.com/TheMedicalStrategist
LinkedIn: https://www.linkedin.com/in/barbarahales

Books:
Content Copy Made Easy
14 Tactics to Triple Sales
Power to the Patient: The Medical Strategist

TRANSCRIPTION (148)

Dr. Barbara Hales: Welcome to another episode of Marketing Tips for Doctors.

I’m your host, Dr. Barbara Hales. And today, we have with us a very special person, and her name is Eunicia Peret.

Are you worried that you are not building wealth fast enough? Or that your financial plan may not be enough to secure your future? Perhaps you hear the same strategies year after year when you file your taxes and wonder, how do the ultra-wealthy pay so little in taxes? I’m still trying to figure that out.

Eunicia Peret brings to awareness the power of leveraging your financial team to maximize your income streams and pay fewer taxes. I’m all for that. She has seen enough to know that without the proper strategies, everything else is just tactics in motion. Welcome to the show!

Eunicia Peret: It’s such a pleasure to be here with you!

Wealth Preservation Insights

Dr. Barbara Hales: I’m sure there are a lot of listeners that are saying, yeah, how do I pay less taxes? So first of all, aside from the fact that we all want to do that, how did you get involved in this to begin with?

Eunicia Peret: That’s a great question. I got involved in the whole strategy of how we create and maintain wealth, how we preserve it, and how we pass it on to future generations. I was forced to take a deep look into what was happening with our portfolio because my husband and I enjoy real estate and different types of asset classes.

As you can imagine, our financial advisors or experts were not exactly thrilled when we asked questions about investments outside of what they could handle for us. Consequently, we realized that, due to our substantial incomes, we were in the top-level tax categories. We weren’t receiving advice or support on how we could minimize our tax burden.

When I discovered numerous strategies and options available to reduce our tax burden based on the tax code, I was in shock. As I delved further, I wanted to understand if this was a unique situation or if other high-income and high-net-worth individuals were experiencing the same. What we found was astonishing – we were not alone. Many individuals in the higher income bracket also found themselves in the top tax brackets without a choice.

Wealth-Building Strategies<