55 - Behind the Curtains: Common Threads amongst the Ultra-wealthy

PhE is headed to Cancun this February 23 to March 2 for our Health and Wealth Summit! We'd love to have you join: https://www.physempowerment.ca/cancun—Dr. Wing Lim introduces Physician Empowerment Masterclass faculty members Jason and Simon in a feature called “Behind the Curtain”. Jason Pisesky is a tax lawyer and Simon Wong is a wealth planner and they’ll both be discussing what the ultra wealthy do, a topic which is also a focus in the upcoming Mexico Health and Wealth Summit. Simon and Jason talk with Wing about how the wealthy deal with their finances and what the current mindsets are. Some things they address are the shift from wealth accumulation to wealth preservation, mitigating risk, investment strategy and remaining level-headed, and how to select the right financial advisors for a team designed to manage assets for us. They detail who should be on the wealth building and planning team and why, and they discuss how to align wealth intentions to planning an end goal. This episode is full of sound advice and serves as an example of the in-depth topics covered in the Mexico summit. About Jason Pisesky:Jason is a tax lawyer with an international accounting firm, KPMG. His practice background is extensive and includes personal and corporate tax-planning as well as litigation and dispute resolution. Whether you are scaling up your practice or winding it down, proper coordination between a tax lawyer and your accountant can ensure you're doing it right.About Simon Wong: As an Integrated Wealth Planner, Simon's expertise lies in simplifying complex financial concepts into clear, actionable insights, forming the cornerstone of his Financial Plans. Simon specializes in navigating individuals and businesses through the intricate landscape of tax planning and investing, utilizing his extensive knowledge and experience to foster their financial success and stability.—Physician Empowerment: Join the Physician Empowerment Masterclass nowWebsite: PhysEmpowerment.ca Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.