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Wealth Advisor Erik Brenner Reveals the Hidden Wealth Strategy the Ultra-Rich Use And You Don’t (#489)

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Manage episode 518849719 series 3308092
Content provided by Deep Wealth by Jeffrey Feldberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Deep Wealth by Jeffrey Feldberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today

Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast!

“ Persevere and know you’ll get through it.” - Erik Brenner

Exclusive Insights from This Week's Episodes

In this eye-opening episode, Wealth Advisor Erik Brenner reveals the hidden wealth strategy that transforms how the ultra-rich build, protect, and pass on their fortunes. Discover how to legally minimize taxes, design a wealth system that runs without you, and create a legacy that outlives your business.

2:12 How Erik went from family business to leading Hilltop Wealth Solutions

6:45 The biggest financial mistakes entrepreneurs make after success

10:32 Why the ultra-rich never treat tax, wealth, and legacy as separate

14:08 The “Personal CFO” model and why every entrepreneur needs one

19:40 How to prepare years before your liquidity event

24:15 The mindset shift that turns wealth into freedom, not stress

29:03 Building legacy while you’re alive—not after you’re gone

34:17 Erik’s proven framework for integrating wealth, taxes, and purpose

Click here for full show notes, transcript, and resources:

https://podcast.deepwealth.com/489

Essential Resources to Maximize Your Business Exit

Learn More About Deep Wealth Mastery

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy C

Unlock Your Lucrative Exit and Secure Your Legacy 🚀

Ready to maximize your business's value for a successful exit? The Deep Wealth Podcast is your ultimate resource to extract deep wealth and master the strategies that led our founders to a 9-figure exit.
👉 Start Your Journey Game-Changing Exit 👈

Exclusive Resources for Your Success:

  continue reading

490 episodes

Artwork
iconShare
 
Manage episode 518849719 series 3308092
Content provided by Deep Wealth by Jeffrey Feldberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Deep Wealth by Jeffrey Feldberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today

Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast!

“ Persevere and know you’ll get through it.” - Erik Brenner

Exclusive Insights from This Week's Episodes

In this eye-opening episode, Wealth Advisor Erik Brenner reveals the hidden wealth strategy that transforms how the ultra-rich build, protect, and pass on their fortunes. Discover how to legally minimize taxes, design a wealth system that runs without you, and create a legacy that outlives your business.

2:12 How Erik went from family business to leading Hilltop Wealth Solutions

6:45 The biggest financial mistakes entrepreneurs make after success

10:32 Why the ultra-rich never treat tax, wealth, and legacy as separate

14:08 The “Personal CFO” model and why every entrepreneur needs one

19:40 How to prepare years before your liquidity event

24:15 The mindset shift that turns wealth into freedom, not stress

29:03 Building legacy while you’re alive—not after you’re gone

34:17 Erik’s proven framework for integrating wealth, taxes, and purpose

Click here for full show notes, transcript, and resources:

https://podcast.deepwealth.com/489

Essential Resources to Maximize Your Business Exit

Learn More About Deep Wealth Mastery

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy C

Unlock Your Lucrative Exit and Secure Your Legacy 🚀

Ready to maximize your business's value for a successful exit? The Deep Wealth Podcast is your ultimate resource to extract deep wealth and master the strategies that led our founders to a 9-figure exit.
👉 Start Your Journey Game-Changing Exit 👈

Exclusive Resources for Your Success:

  continue reading

490 episodes

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