27: Unlocking Financial Freedom: Strategies to Lower Taxes with David Perez

This week's episode features David Perez, a tax strategist, who shares real-life strategies to help people lower tax liabilities and build wealth. He emphasizes the importance of finding the right professionals who are ambitious and have the desire to help you achieve your financial goals. Perez discusses the three layers of tax (income tax, capital gains tax, and estate tax) and the need for tax-favored investments to build wealth. He also highlights the fear of making mistakes and the importance of surrounding yourself with a board of advisors.