Episode Summary:

Tax planning isn’t just a numbers game it’s a strategic art. Join Shauna A. Wekherlien, known as the “Tax Goddess,” as she breaks down her game-changing “Three-Legged Stool” approach to maximizing tax savings. Shauna, a CPA, MTax, and renowned Tax Strategist, has saved her clients over $1 billion in taxes through custom strategies tailored to business owners, investors, and entrepreneurs. With over 65 team members at Tax Goddess Business Services.

Her fully digital firm ranks in the top 1% of U.S. tax strategists. Shauna’s expertise has been spotlighted on Forbes, CNN Money, Entrepreneur, and more. In this episode, Shauna shares actionable insights to minimize tax burdens legally, maximize deductions, and build a tax-efficient future. Whether you’re a seasoned entrepreneur or just starting, these strategies will transform how you approach your finances. Tune in and take control of your tax game today!

Connect with our Guest:

https://taxgoddess.com
https://www.linkedin.com/in/taxgoddess/
https://www.facebook.com/thetaxgoddess
https://www.instagram.com/thetaxgoddess

Book:

The 4-hour Workweek – Tim Ferriss: https://amzn.to/4g26fO5

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Matt Fore

Sales Leader, Investor, Ironman Triathlete

Matt Fore is a real estate investor based out of Nashville, Tennessee. In his professional career, he has spent over a decade in sales and sales leadership positions at one of the largest technology companies in the world. After finding real estate, Matt was able to achieve financial independence in 3 short years by the age of 32.

Today, Matt is a partner at Next-Level Income, a $1B+ real estate private equity firm that focuses on Multi-Family, Self-Storage, Mobile Home Parks, Car Washes and various real estate debt. When he's not working, he enjoys reading, training for Ironman triathlons and convincing his brother that he is the favorite twin.

Additional Background

Matt began his investing career when he was told that he wouldn’t be paid a life-changing commission check he had earned while working at one of his former employers. When he asked why they decided not to pay him, his VP asked him “How much have you made this year? Isn’t that enough?” It was at that moment he knew he needed to take his financial future into his own hands. 5 years later, he achieved financial independence.

Key Focus

Once we solve the money problem, we can live a more intentional life with those we love and the passions we care about. It is only after we begin the pursuit of freedom that we can see and achieve our highest potential.