In this episode of the Wealth Strategy Secrets of the Ultra Wealthy Podcast, I had the pleasure of sitting down with Tom Wheelwright, a true authority in the realm of wealth and tax strategy. Tom is a CPA, the Founder and CEO of WealthAbility based in Tempe, Arizona, and the best-selling author of *Tax-Free Wealth*.

With a unique talent for making taxes fun, easy, and understandable, Tom has carved out a niche as one of the leading wealth and tax experts globally. Tom's approach is both practical and strategic, offering listeners actionable steps they can implement to optimize their tax situation and accelerate their wealth-building journey.

Throughout our conversation, Tom shared invaluable insights on how entrepreneurs and investors can build wealth by strategically and permanently reducing their tax liabilities. His work has been featured in prominent media outlets such as The Wall Street Journal, Washington Post, Forbes, FOX & Friends, and NPR, to name just a few.

As a Rich Dad Advisor to Robert Kiyosaki, author of *Rich Dad Poor Dad*, Tom brings a wealth of knowledge and experience, frequently speaking at conferences worldwide on these critical topics. Whether you're an entrepreneur looking to maximize your financial potential or an investor aiming to protect and grow your assets, this episode is packed with essential information that can help you achieve your financial goals. Tune in to learn from one of the best in the business.

In this episode, we talked about:

Strategies for achieving long-term wealth through effective tax planning
Preparing for potential tax law changes and how to stay ahead
Ensuring your wealth is protected and grows through smart tax planning
Practical methods for permanently lowering your tax liabilities

Click here to learn more: https://pantheoninvest.com/episode134/

Tom Wheelright’s Guide To Tax Planning in the 2024 Election Year: What Investors Need to Know 46:31 Share

Wealth Strategy Secrets of the Ultra Wealthy Podcast

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Tom Wheelright’s Guide To Tax Planning in the 2024 Election Year: What Investors Need to Know