In this power-packed episode of Elevate: From Burnout to Bliss, Certified Financial Planner Reginald Clark and Tax Accountant Ebony Clark pull back the curtain on the financial strategies that can truly change your life—but rarely get taught.
We’re diving into the foundational and advanced money moves that matter most—from building generational wealth for your children to protecting and growing your business the right way. You'll learn:
- The 3 key accounts every parent should consider to set their children up for long-term success
- The truth about life insurance and what most agents don't know
- How to use traditional banks wisely (and what not to use them for)
- The biggest money mistakes we see over and over again
- What a Self-Directed IRA is—and how it can help you legally reduce your tax burden
- Whether an LLC is really the best choice for your business
- The difference between holding and operating companies
- And why some people are flocking to open LLCs in Nevada (but should they?)
This episode is a blueprint for making smarter, more strategic money moves—whether you’re just getting started or leveling up.
Rate, review, and share this episode with someone who needs real financial game—not just theory. Let’s elevate together!
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