Are you ready to take control of your finances and build wealth on your terms?

In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Dan Nicholson, bestselling author, award-winning CPA, and founder of Nth Degree CPA. Known for his groundbreaking book Rigging the Game and the (UN)conventional Wealth podcast, Dan shares his unique approach to achieving financial certainty, navigating risks, and optimizing wealth for small business owners. From debunking myths about financial success to explaining how to leverage "solvable problems," this episode is packed with insights that challenge traditional financial wisdom.

Key Takeaways:

→ The importance of creating and following your personal "money rules" for financial success.

→ Why defining your "solvable problem" is essential for aligning wealth with life goals.

→ How understanding risk and leveraging asymmetric opportunities can optimize financial outcomes.

→ The critical distinction between maximizing and optimizing wealth strategies for entrepreneurs.

→ How innovative tax strategies, such as sovereign tax credits, drastically reduce tax liabilities.

More from Dan Nicholson and Nth Degree CPA:

Website: Nth Degree CPAs

Listen: (UN)Conventional Wealth Podcast

Read: Rigging the Game: How to Achieve Financial Certainty, Navigate Risk and Make Money on Your Own Terms

Engage with David T. Yu:

Connect on LinkedIn, Instagram, & Facebook

Sign up for our newsletter or book a call!

Visit: DTY Wealth Planning Solutions

Learn more about your ad choices. Visit megaphone.fm/adchoices