Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-doSometimes the biggest threat to your financial future isn’t a market downturn, it’s the professionals you trust giving you bad advice. In this episode, Rob shares a jaw-dropping true story about a business owner preparing to sell his company, only to be told by his CPA team that he’d owe 50% in taxes. The problem? The math, and the understanding behind it, was completely wrong.Here’s what we discuss in this episode:💻 The danger of overreliance on tax software without critical thinking🚩 Why “just trust us” is a red flag⚠️ A real-world CPA blunder that could have cost six figures🔍 How to vet your professional team for alignment and competence🤝 The value of having all your advisors collaborate togetherOur website: https://www.axiowm.com/Phone: 801-717-9237Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do Get your copy of Rob’s books: https://www.axiowm.com/bookLet us speak at your next event: https://www.axiowm.com/speaking Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87QFacebook: https://www.facebook.com/AxioWMLinkedIn: https://www.linkedin.com/company/axio-wealth-management-llc/X: https://x.com/RobShelton_FAInstagram: https://www.instagram.com/axio.wm/

Ver todos los episodios