Financial Fortitude: Tax, Wealth & Investment Strategies for High Income Earners

By Genesis Wealth Planning

Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.


Category: Investing

Open in Apple Podcasts


Open RSS feed


Open Website


Rate for this podcast

Subscribers: 1
Reviews: 0
Episodes: 55

Description

Financial Fortitude is a podcast for high-income earning professionals facing complex financial issues/challenges such as: - How to pay off MASSIVE student loan debt as quickly as possible? - Where should I be saving today so I can retire early? - When can I retire and how much do I “need” to have saved? - I’m ready to sell my business, what should I be doing? Hosted by experienced financial advisors and CFP®s, Michael Acosta and Brady Hemmerle. This show goes beyond stale and generic strategies to provide in-depth advice about high-income earning professionals’ unique situations. Each episode delves into critical financial topics, helping you enhance your knowledge, strengthen your financial fortitude, and guide you toward becoming an Extraordinary Wealth Builder (#EWB). Financial Guidance for High Earners Smart Money Moves for High-Income Professionals Tax, Wealth & Investment Strategies for Top Earners Financial Planning for Doctors, Lawyers & Execs Wealth Management Tips for High-Income Earners Expert Advice on Taxes, Investing & Growing Wealth High Earner Money Talk Financial Wisdom for 6-Figure+ Entrepreneurs Smart Strategies for Managing High Income Money, Taxes & Freedom for High-Earning Professionals

Episode Date
What 2 Major Studies Reveal About Timing the Market - E54
Sep 10, 2026
529 Plans—The Mistake Most Parents Make | AMA #1 - E53
Aug 27, 2026
Why "Just Make a Budget" Is Terrible Advice - E52
Aug 13, 2026
The Costly Mortgage Mistake Most Homeowners Never See - E51
Jul 30, 2026
Whole Life Insurance: Overhyped or Over-Hated? - E50
Jul 16, 2026
SAVE Is Ending July 1: What Happens Next for Your Student Loans? - E49
Jul 02, 2026
Are Structured Notes the Missing Piece in Your Retirement Plan? - E48
Jun 18, 2026
The Social Security Wage Cap: What If an Extra $14,000 a Year Was Already Yours? - E47
Jun 04, 2026
What Money Mistakes Did We Make in Our 20s and 30s? - E46
May 21, 2026
When You Lose a Spouse the Last Thing You Need Is a Financial Headache - E45
May 07, 2026
Only Using a 529 Plan? There’s a Better Way to Save for Your Kids’ Education - E44
Apr 23, 2026
The First 5 Money Moves Every New Attending Should Make - E43
Apr 09, 2026
Stop Overfunding Your Future and Start Funding Your Life - E42
Mar 26, 2026
One Big Beautiful Bill: What Federal Student Loan Borrowers Must Know for 2026 - E41
Feb 26, 2026
How SBLOCs Can Help Retirees or Business Owners Access Cash Tax-Free - E40
Feb 12, 2026
Mortgage Rates Are Falling—Should You Buy, Refinance, Or Wait? | Keena Gehringer & Brittney Morrison - E39
Jan 29, 2026
First-Time Homebuyer’s Guide to Buying a Home in 2026 | David Scibor - E38
Jan 01, 2026
Triple the Value on Your Travel Points Redemption With These Credit Card Hacks | Colin Stroud - E37
Dec 18, 2025
How to Build Your Financial Survival Kit After a Sudden Layoff - E36
Dec 04, 2025
What Happens to Your Money if You Die? 5 Beneficiary Mistakes That Could Cost Thousands - E35
Nov 20, 2025
Why Every Catholic Investor Should Rethink Traditional Investing | Daniel Catone - E34
Nov 06, 2025
5 Common Open Enrollment Mistakes to Avoid This Year - E33
Oct 23, 2025
Too High-Income for a Roth IRA? Try This Tax-Free Strategic Move - E32
Oct 09, 2025
529 Plans Explained—& Their Role in Higher Education Planning - E31
Sep 25, 2025
What Financial Issues Should You Consider When Going Through a Divorce | Sabreena Barboza - E30
Sep 11, 2025
You Make Good Money… So Why Don’t You Feel Wealthy? - E29
Aug 28, 2025
You’re Making Money—Now What? Smart Money Moves for Residents, Fellows & Attendings - E28
Aug 14, 2025
When Life Throws You a Curveball—Don’t Go Broke - E27
Jul 31, 2025
Not Your Grandma's Annuity—Why The New Breed Might Actually Work For You - E26
Jul 17, 2025
How the Wealthy Use SBLOCs to Borrow Tax-Free Without Selling - E25
Jul 03, 2025
Is Renting a Waste—or Is Homeownership Just Too Expensive? - E24
Jun 19, 2025
Should You Buy That New Car? - E23
Jun 05, 2025
Why Millennials Feel Behind Financially Despite Doing Everything Right - E22
May 22, 2025
4 Important Considerations for RSUs Every High Earner Needs to Know - E21
May 08, 2025
The Roth Opportunity Hiding in the Market Meltdown - E20
Apr 24, 2025
Student Loans: SAVE Plan Lawsuit, Time-Based Forgiveness, and PSLF Buyback Explained - E19
Apr 10, 2025
Should We Fear a Recession? Explaining Market Volatility - E18
Mar 27, 2025
Are You Really on Track for Retirement? The $7.9M Wake-Up Call | E17
Mar 13, 2025
Waiting on THIS Could Cost You More Than You Think - E16
Feb 27, 2025
How to Make the Most of Your Inheritance & Avoid the Pitfalls - E15
Feb 13, 2025
What You Don’t Want to Overlook When Buying or Selling Your Business | Justin Sandridge - E14
Jan 30, 2025
Are You Down with #EWB, Yeah You Know Me! - E13
Jan 09, 2025
Leveraging Good Debt and Avoiding the Rest - E12
Jan 02, 2025
Be SMART and Set Financial Goals that Stick - E11
Dec 26, 2024
Spending with Purpose: How to Curb Lifestyle Creep - E10
Dec 19, 2024
Roth Conversions: Smart Year-End Strategies to Reduce Your Future Tax Burden - E9
Dec 12, 2024
Buy-Sell: A Must-Have Legal Agreement to Safeguard Your Business | Shawn Garrett - E8
Dec 05, 2024
When the Math Doesn’t Matter: Rationale and Reasonable - E7
Nov 28, 2024
Protecting Your Biggest and Greatest Asset: Understanding Long Term Disability Insurance - E6
Nov 21, 2024
Who to Trust? Are You Working With the Right Financial Advisor - E5
Nov 14, 2024
Maximizing Student Loan Forgiveness as a Graduate Student - E4
Nov 07, 2024
Open Enrollment Benefits That Do and Don’t Matter - E3
Nov 01, 2024
Don’t Hire a Financial Advisor Until You Hear This - E1
Oct 24, 2024
5 Financial To-Dos Before Saying I Do - E2
Oct 24, 2024
Welcome to Financial Fortitude
Aug 16, 2024