Proactive Retirement and Tax Efficiency with Alexis Gallati

About Alexis Gallati: Alexis E. Gallati is the founder and Lead Tax Strategist at Cerebral Tax Advisors, Cerebral Wealth Academy, and the author of the book Advanced Tax Planning for Medical Professionals. She has over 20 years of experience in high-level strategic tax planning and multi-state tax preparation and has trained at the highest level, holding two master’s degrees. Alexis grew up in a family of physicians and is married to a private practice physician. That’s why she understands how hard medical professionals work to get where they are and why she provides simple and accessible tax solutions tailored to busy physicians.
In this episode, Shawn and Alexis Gallati discuss:

• Efficient tax planning tailored to medical professionals
• Planning for retirement while balancing financial priorities
• Emerging trends and tools in tax strategies
• Navigating multi-state tax complexities for businesses and individuals

"Saving for retirement is actually a huge problem that people have because they just don’t think about it until they’re almost ready to retire, and that’s a huge mistake." — Alexis Gallati
Connect with Alexis Gallati:  Website: https://www.cerebraltaxadvisors.com/ & https://www.cerebralwealthacademy.comBook: Advanced Tax Planning for Medical Professionals: A Concise Guide to Tax Reduction Strategies: https://www.amazon.com/Advanced-Tax-Planning-Medical-Professionals/dp/B0858SZZFRYouTube: https://youtube.com/@cerebralwealthacademyLinkedIn: https://www.linkedin.com/in/alexis-gallati/Facebook: https://www.facebook.com/cerebraltaxInstagram: https://www.instagram.com/cerebralwealthacademy/
Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement
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Alexis Gallati is not a client, nor should her appearance in this advertisement be construed as an endorsement of Shawn Maloney or Retire Wise LLC. Cerebral Tax Advisors and Cerebral Wealth Academy are not affiliated with Retire Wise LLC. or AEWM.The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation. Insurance products are offered through the insurance business Retire Wise, LLC. Retire Wise, LLC. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Retire Wise, LLC. are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Retire Wise, LLC. is not permitted to offer and no statement made during this show shall constitute tax o