Podcast
Podcast: Unbrainwashed Success
Most executives and entrepreneurs work their whole career willing their way towards success, but not sure exactly what to do once they get there. Join Shaun Jones, CFS, CFP®, Author of UnBrainwashed Investing, as he interviews the executives and entrepreneurs who are sitting on the other side of their journey towards success. Listen in as they describe their journey, keys to success, and struggles transitioning from a high-powered career to a fulfilling live after the struggle.
Most executives and entrepreneurs work their whole career willing their way towards success, but not sure exactly what to do once they get there. Join Shaun Jones, CFS, CFP®, Author of UnBrainwashed Investing, as he interviews the executives and entrepreneurs who are sitting on the other side of their journey towards success. Listen in as they describe their journey, keys to success, and struggles transitioning from a high-powered career to a fulfilling live after the struggle.
Shaun expresses a bit of well-justified frustration about the lack of attention given to tax planning in the financial services industry. He highlights a common scenario where financial advisors direct tax-related questions to accountants, and vice versa, creating confusion for clients. Shaun mentions his previous firm’s policy of disclaiming tax advice even when providing accurate information.
While people believe nothing can be done about taxes, there are basic tax planning strategies that many individuals overlook. Shaun shares the importance of controlling how investments are taxed and mentions specific examples such as not owning bonds in a brokerage account unless the entire retirement account is in bonds. He also touches on more advanced strategies like backdoor Roth conversions and using passive real estate for tax benefits.
The central message is that individuals have more control over their taxes than they realize, and Shaun encourages listeners to engage in basic tax planning to garner the highest after-tax value of investments and wealth, rather than simply minimizing taxes each year.
As a reminder, Shaun offers resources and invites listeners to reach out for assistance with tax planning.
Email Shaun at jones@jonesfwm.com
Text: 401.406.8090
investing
Unbrainwashed Success: A Podcast for Executives & Entrepreneurs
Join Shaun Jones, CFS, CFP®, Author of UnBrainwashed Investing, as he interviews the executives and entrepreneurs who are sitting on the other side of their journey towards success.
About the Podcast
Most executives and entrepreneurs work their whole career willing their way towards success, but not sure exactly what to do once they get there. Listen in as Shaun speaks with industry leaders as they describe their journey, keys to success, and struggles transitioning from a high-powered career to a fulfilling live after the struggle.
About the Host
Shaun M. Jones is a seasoned investment strategist with almost two decades of experience in providing advice on investment strategies, portfolio risk management, and wealth management. His clientele primarily consists of affluent individuals and families from the legal, medical, and executive fields.
Shaun Jones
CFS, CFP, Host & Financial Strategist
Shaun has authored “Unbrainwashed Investing” and contributed to “Real Life Financial Planning for Physicians,” and his research on personal wealth management has been published in various outlets. He also writes articles for major financial publications such as CNBC online.