Wealth Mavericks

This is a 2 part mini series where Bob and Joe go over the roles and guidelines of the financial distributors. In todays episode we go over banks and what purpose they serve and near the end we introduce the role of investment firms. Our goal is to help you understand what you are getting into when you engage with these financial distributors. What are the financial distributors?  What are their p...

There is a huge difference between tax prep and tax planning and a lot of people don’t know that. They think the same person (CPA) is doing all of that for them only to be woefully frustrated when they realize it’s not happening.  There are two different main types of tax actions. Tax preparation and tax planning. Most of us have experienced tax preparation, but the way we like to think about it i...

In our previous episode, we went over the current mindset that most business owners have. It’s time for a shift to that current mindset so we can further grow ourselves and our businesses.  Business owners currently harbor some fear and resentment for the IRS. We look at the IRS a little differently. They are your business partner! Not your enemy. They need revenue from us to continue to survive....

Today’s episode contains some hard hitting topics for business owners.  Business owners (us included) can only claim ignorance for so long. When we start a business we are on the grind stone, heads down working, just going as hard as we can to find success. Every once in a while we pop our heads back up and notice that it feels like we are in the exact same place as where we started. This is where...

In todays episode, Joe & Bob go over the importance of having a plan. Plans aren’t written in stone, they evolve and change over time. That said, it is crucial to always have a plan in place. Joe and Bob role play a scenario of a typical business owner and how we view “investing & Assets” differently than the typical advisor. Listen to the full episode to see how we analyze a new clients s...

Welcome to the Wealth Mavericks Podcast!  The WM podcast is hosted by Robert Wolf and Joe Arioto. This is our who and why episode where you'll learn about the hosts and why they created this podcast. Subscribe on Youtube: https://www.youtube.com/channel/UCpFTe4qmVDjE1fwFIc6W00A Check out our company Terra Firma's website: https://www.terrafirmaconsultant.com/ Follow our company Terra Fir...