Proactive Tax Strategies

About Proactive Tax Strategies

Pinnacle Financial Wealth Management is a private financial firm dedicated to providing holistic financial management and proactive tax strategies. To connect with Ken New, founder/owner of Pinnacle Financial Wealth Management and host of Proactive Tax Strategies Podcast, please call his office at (321) 454-3623 or email info@pinnaclefinancialwealthmgmt.com. LinkedIn: Ken New Pinnacle Financial Wealth Management Facebook: https://www.facebook.com/321.KenNew/ YouTube: https://www.youtube.com/channel/UCrfOdr2yTaNdxslKq0RR2_Q Instagram: https://www.instagram.com/pinnaclefinancialwealthmgmt321/ Twitter: https://twitter.com/home

Publisher

Ken New

Category

business

Language

en

Explicit

No

First episode

16 Jan 2023

Latest episode

4 Dec 2024

Latest episodes

33 episodes in the feed.

1. 

   4 Dec 2024

   Are Reverse Mortgages as Bad as They Seem? with Harlan Accola (Ep. 14)

   Ken New explores reverse mortgages with Harlan Accola, revealing how these often-misunderstood financial tools can be strategic tools for secure retirements.

2. 

   18 Jul 2024

   How to Harness the Power of Advanced Tax Planning with Mark Miller (Ep. 13)

   Do you think tax planning is just about preparing for the upcoming tax season? Think again. The most effective tax strategies require year-round planning and can even start years in advance! In this episode of Proactive Tax Strategies, Ken New explores advanced tax planning and financial optimization strategies with Mark Miller, business consultant to the … Read More Read More (https://roadmap-to-retirement.blubrry.net/2024/07/18/how-to-harness-the-power-of-advanced-tax-planning-with-mark-miller-ep-13/)

3. 

   12 Jun 2024

   How to Elevate Your Charitable Contributions With Aleksander Dyo (Ep. 12)

   While many are aware that charitable donations can help reduce your tax bill, strategies for amplifying this technique are not so commonly talked about.   Join host Ken New as he speaks with Aleksander Dyo, Managing Director of Wealth Excel who focuses on advanced retirement plans and specifically financial charitable giving strategies. Together, they cover the … Read More Read More (https://roadmap-to-retirement.blubrry.net/2024/06/12/how-to-elevate-your-charitable-contributions-with-aleksander-dyo-ep-12/)

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Contact Proactive Tax Strategies

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.