Joe DeLisi Financial

← Joe DeLisi Financial14 Sept · 9 min

#71 The Biggest Mistake I see High Income People Making Today

#71 The Biggest Mistake I see High Income People Making Today14 Sept9 min

What if one of the biggest mistakes high-income people are making with their money isn’t about investing at all, but taxes? Joe DeLisi explains why there’s a big difference between avoiding taxes and simply deferring them. While tax deferral can have real benefits, continually pushing taxes into the future can create a significant tax burden later, especially for high-income executives, business owners, and W-2 earners approaching retirement. Joe looks at what can happen when too much wealth ...