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Sinopsis

Watch & Subscribe on YouTubeRob Cook isn’t your average tax guy. Yes, he’s a CPA and CFP®, but more than that — he’s a strategist who knows that taxes are your #1 expense and the most overlooked wealth-building lever. In this episode, we dive deep into the power of proactive planning, why tax prep is not the same as tax strategy, and how even savvy entrepreneurs leave money on the table.Rob shares the mindset shifts, frameworks, and real-life examples that help his clients keep more, grow faster, and live freer. We also talk about the emotional side of money, the myths around real estate and write-offs, and why choosing the right advisor is one of the most important money decisions you’ll ever make.Upcoming WorkshopMake 2025 the year of you! A goal without a plan is just a wish. Get these resources from Krisstina's planning workshop to stop wishing and start planning in 2025.wisemoneyplanningworkshop.com Key Takeaways:Tax planning is not tax preparation. Strategy starts long before April.Your CPA must wor