As we move closer to 2026, one thing is becoming clear:the rules of wealth are changing. For decades, success was measured by how much you accumulated. Bigger balance sheets. Higher net worth. More visible assets. Today, that visibility is quickly becoming a liability. The most sophisticated families aren’t trying to look richer anymore.They’re positioning to look less exposed . This is what I call exiting before it’s popular . Why Reducing Net Worth Sounds Wrong—but Isn’t At

Most people think a wealth grab starts with new taxes. It doesn’t. What’s happening right now is far more subtle—and far more dangerous for high earners, business owners, and affluent families. The real shift isn’t higher tax rates.It ’s visibility . Governments around the world are building systems that allow them to see wealth earlier, track it more completely, and connect financial dots faster than ever before . Once wealth is visible, taxing it becomes simple. That’s the

Why Smart Entrepreneurs Are Choosing a Different Path Most people are told that the only way to get ahead financially is to work harder, save more, and hope their employer or investments take care of them in the long run. But for many high performers, that formula no longer works. In this episode of Strategic Wealth Strategies , I sat down with two seasoned leaders from Freedom Equity Group  to unpack a very different model—one built on mentorship, residual income, and shared

For decades, high-income earners were told the same story: Max out your 401(k).Stay invested in the market.Trust your financial advisor. But today, something has changed. More and more wealthy professionals, business owners, and retirees are realizing a hard truth: Wall Street cannot protect them from taxes, volatility, or retirement risk. And once they see it, they start looking elsewhere. The Growing Frustration with Traditional Financial Advice Most financial advisors are

Most high-income earners believe they’re doing everything right. They max out their 401(k).They follow their advisor’s advice.They defer taxes year after year. And yet… many of them are unknowingly walking straight into a retirement tax disaster . This is what I call the hidden retirement crisis  — and it’s costing professionals, executives, and business owners hundreds of thousands of dollars , sometimes more. The Big Lie About 401(k)s Ask someone why they contribute to a 40

Most people spend their whole lives trying to make money.The wealthy? They spend their lives making sure they don’t lose it. That’s the part almost nobody talks about. And that’s exactly what Certified Financial Fiduciary Alan Porter breaks down in this eye-opening episode of the Strategic Wealth Strategies Podcast — the same blueprint high-net-worth families use to defend their nest egg from the three biggest thieves: lawsuits, taxes, and market chaos. If you’re tired of fee

The Advanced Strategies the Wealthy Actually Use — And Why They Work Every Single Time If you’re tired of feeling like half your income is being siphoned off by the IRS, you’re not imagining things. Taxes are the biggest wealth killer in America— not  your mortgage, not your business expenses, not your kids’ sports programs. Just taxes. And while most people shrug and accept it, millionaires don’t. They play a different game, with different rules, and—brace yourself—you’re al

Selling your business should feel like a victory lap… not a donation drive for the IRS. Yet thousands of entrepreneurs make the same painful mistake every year: they sell first and plan later. And when that happens, they watch 30–50% of their life’s work get swallowed up by taxes. Certified Financial Fiduciary and Tax Strategist Alan Porter  has seen it too many times—smart, hardworking business owners blindsided because no one warned them that the tax man plays by different

Over the next 20 years, America will witness the largest financial transition in its history. An estimated $84 trillion is expected to move from baby boomers to their heirs. Some families will preserve and grow that wealth for generations. Others will watch it vanish in taxes, legal fees, and avoidable family conflict. The difference? Planning. Or the lack of it. Certified Financial Fiduciary and Tax Strategist Alan Porter breaks down how the Great Wealth Transfer is unfoldin

The Retirement No One Talks About: Why Cash Value Life Insurance Beats Wall Street Most Americans think retirement planning begins and ends with a 401(k), a brokerage account, and “riding out the market.” Wall Street has done one heck of a job selling that idea. But here’s the uncomfortable truth Alan Porter lays out in this episode of the Strategic Wealth Strategies Podcast : The traditional retirement model is broken—and dangerously outdated. If you’re depending on a roller

If you’re a business owner and you’re not  preparing for what’s coming in 2026, you’re walking blindfolded toward a cliff and hoping the wind changes. Hope is not a strategy — not in business, not in taxes, and certainly not when Washington’s involved. The Tax Cuts and Jobs Act (TCJA) is set to expire at the end of 2025. When that clock runs out, the IRS isn’t sending a thank-you note. They’re sending a bigger bill. Certified Financial Fiduciary and Tax Strategist Alan Porter

When you sit down with someone like Scott Buss, you don’t just hear a business story—you hear a blueprint for resilience, character, and legacy. On this episode of the Strategic Wealth Strategies Podcast , Alan Porter welcomes the Founder & CEO of Advent Jets, a man who rebuilt his life and business from the ground up with nothing but grit, faith, and an unwavering commitment to excellence. And let me tell you… the luxury industry may be shiny, but Scott’s path wasn’t paved w

Inflation isn’t loud. It doesn’t crash the market or punch you in the face like a recession.It just quietly steals from you—one grocery trip, one medical bill, one tank of gas at a time. Most retirees never see it coming…but the wealthy?They’re already a step ahead. In this Strategic Wealth Strategies breakdown, Certified Financial Fiduciary and Tax Strategist Alan Porter  explains exactly how the rich keep their retirement airtight—even when prices rise and the economy gets

When the market tanks, the average investor panics. They refresh their accounts every five minutes, watch their retirement shrink, and start thinking about moving everything to cash. But the wealthy?They stay calm.Protected.And ready. Why?Because they use safe money strategies  that shield their principal, grow their wealth steadily, and eliminate the emotional rollercoaster that destroys most retirement plans. In this Strategic Wealth Strategies breakdown, Alan Porter explai

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If you’ve been feeling the pinch at the pharmacy or gasped after reading your latest medical bill—you’re not imagining things. Healthcare...