#15 on April 15th: Decreasing the amount of taxes you pay while growing your financial assets!

Compliance tracking number CRN202904-10722885 Episode 15 of 212 in the 305 features an insightful conversation with financial planner Jared Finkelstein, who works with clients across the country, with a strong presence in both New York City and Miami. In this episode, Jared breaks down practical strategies for building wealth, managing risk, and making smarter financial decisions no matter where you live. We dive into the unique financial mindsets of clients in fast-paced markets like NYC and Miami, how lifestyle and location impact financial planning, and what high earners often get wrong about money. Jared also shares actionable advice on investing, long-term planning, and navigating today’s economic landscape with confidence. Whether you’re just getting started or looking to level up your financial game, this episode delivers real-world insights you can actually use. Compliance tracking number CRN202904-10722885