Mar 2, 2023
In this episode, Brent Turner and I discuss basically three areas in which we help them find money that they're losing unknowingly and then necessarily.
The ThirdBox Process™ creates a competition-free zone in the client’s mind that only you live in. Learn to uncover the millions of dollars people are losing over their lifetime and implement strategies to stop these losses.
In this episode, you'll discover:
- What is ThirdBox?
- Why are they have a whole other level of service
- Planning Strategies for your businesses
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Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Coffee connects with Curtis:
- https://aptwithcurtis.as.me/coffeeconnect
- Connect with Brent Turner
- https://brentturner.net/the-what-if-scenario/
- https://thirdboxadvisors.com/
- https://www.linkedin.com/in/brent-turner-75519486
- Special Listener Gift: Schedule a 15-Minute Call with
Curtis: https://aptwithcurtis.as.me/Strategysession
Show Notes - The freedom of entrepreneurship
- Different ways to learn how to find the money you’re losing
- The different benefits of third box advisors for business owners
- Cash flow management for business owners
- Identifying financial collateral damage for business owners
- What is the lost opportunity cost?
- Common issues faced by business owners
- Strategies for maximizing efficiency in a business
- The consequences of misinformation in business decisions
- Analyzing tax implications of retirement savings
- Impact of retirement distributions on taxation and medicare costs
- Financial MRI and tax deferral strategies
- Changes to Required Minimum Distributions for retirement accounts
- Value of financial planning for retirement
- Transferring business ownership and working remotely
- Leaving a legacy of wealth and wisdom
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