Noah Rosenfarb is a third-generation CPA and the Founder of Wealthrive, which empowers high-achieving entrepreneurs to leverage tax strategies and generational wealth. He has sold eight companies and completed over 50 real estate investments valued at almost $1 billion. Noah is also an author, podcast host, and thought leader in exit planning.
In this episode…
For entrepreneurs approaching a business exit or seeking lifestyle freedom, the stakes are high and the path can be uncertain. Many struggle with designing a fulfilling post-exit life, navigating complex tax strategies, and making confident, values-aligned decisions. So, how can business owners exit on their terms, reduce financial friction, and build a life they don’t need a vacation from?
Noah Rosenfarb, a seasoned CPA, investor, and exit strategist, shares a powerful framework for turning these challenges into opportunities. Drawing from his Lotto Method, he encourages entrepreneurs to envision life as if they’d already won the lottery, then take deliberate steps to live that reality. Noah outlines how to structure tax-efficient investments, use retirement plans creatively, and prepare for a meaningful transition before selling a business. His insights stress clarity, courage, and purpose as critical tools for lasting success.
In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz interviews Noah Rosenfarb, Founder of Wealthrive, about living intentionally before and after selling a business. Noah explains how the Lotto Method shapes life decisions and financial planning. He also discusses innovative tax strategies, the value of real estate investing, and how to travel the world while homeschooling.
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