Wealth Advisor Erik Brenner Reveals the Hidden Wealth Strategy the Ultra-Rich Use And You Don’t (#489)
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“ Persevere and know you’ll get through it.” - Erik Brenner
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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
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490 episodes