Less Tax, More Abundance with Peter Culver | Financial Planner Search

<p>In this episode of Financial Planner Search, Peter Culver, co-founder of Wealth Thrive, talks about using taxes as the front door to something bigger: a life rich beyond money. He and his partner work with entrepreneurs, typically people earning around a million a year, or sitting on a liquidity event of that size, who already feel the tax bill in their gut and sense their CPA is only adding up the numbers, not showing them a better way.<br /></p><p>Peter did not start here. He spent 12 years as a lawyer, then walked across the street from a firm with a library and fancy furniture to run a startup from a card table. The work flipped his week: less paper, more people. That same instinct shows up with clients heading into a sale. The easy part, he says, is the math. The harder part is what happens when the “CEO” sign comes off your forehead, like the Arizona client who sold for eight figures and then said he was depressed, because nobody at Walmart knew who he was. Wealth Thrive’s process is Discover, Design, Deploy: a short questionnaire and a first tax projection, then a handful of ideas ranked by dollars, time, complexity, and comfort, then they walk the client through implementation. In the right case, they can even go back in time and recover taxes already paid.<br /></p><p>Takeaways</p><p>Taxes as the front door to a richer life, not the whole story</p><p>Why a silent CPA leaves successful owners guessing</p><p>Who you are after you sell the business</p><p>Discover, Design, Deploy — from first numbers to implementation</p><p>Going back in time for refunds of taxes already paid<br /></p><p>Chapters</p><p>00:00 Introduction to Wealth Thrive</p><p>01:23 From the law firm to the card table</p><p>04:44 The entrepreneurs they work with</p><p>07:36 What keeps clients up at night</p><p>14:30 Life after you sell the business</p><p>19:49 Discover, Design, Deploy</p><p>29:45 How to get in touch<br /></p><p>You can find them at: <a rel="noopener noreferrer nofollow" href="http://www.wealthrive.com/" target="_blank">http://www.wealthrive.com/</a><br /></p><p>If you are a financial advisor looking to grow your business you can find out more about Wilnau Design at <a rel="noopener noreferrer nofollow" href="https://www.wilnaudesign.com/" target="_blank">https://www.wilnaudesign.com/</a><br /><br /></p><p>#financialplanning #finance #financialplannersearch #entrepreneurs #businessexit</p>