wealth

Jeff Socha

Tax Strategies to Grow & Protect Your Wealth with Jeff Socha – EP 167

By Justin Donald / January 4, 2024 /

Interview with Jeff Socha  Tax Strategies to Grow & Protect Your Wealth with Jeff Socha Jeff Socha is a financial consultant and Founder of Socha Capital who has helped many entrepreneurs and executives navigate the complexities of wealth management and grow and protect their wealth using unique tax strategies.   During our conversation, Jeff explains…

Read More
Brad Johnson

002: The Meaning of Wealth with Brad Johnson

By Justin Donald / November 19, 2020 /

In today’s episode, I’m speaking with my friend Brad Johnson. Brad is the host of The Elite Advisor Blueprint® podcast and coach to elite level independent financial advisors. As the former VP of Advisor Development at Advisors Excel, Brad coached a group of independent advisors managing over $1billion of assets annually.  Brad has recently chosen…

Read More