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Ep. 123 - "How to Build Long Term Wealth" with Sugey Piedra
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In this week's episode of The Conference Room, we welcome Sugey Piedra as we discuss holistic financial planning for service-based business owners and the importance of understanding taxes for long-term wealth creation.
KEY TAKEAWAYS FROM THIS EPISODE
- 00:04:23: Sugey shares the mission and offerings of her tax planning advisory firm, Prominence Business & Wealth Management.
- 00:13:17: Discussion on the concept of holistic financial services and how they differ from traditional financial planning.
- 00:24:42: Deep dive into the critical tax planning insights that Sugey disseminates on her podcast "Tax Talk with HeyHey."
- 00:34:29: Sugey recounts her experience being featured on podcasts like Sell Without Selling and Business Spotlight USA.
- 00:45:51: Conversation turns to how high-earning, service-based business owners can achieve financial freedom through effective tax planning.
THIS WEEK'S GUEST - SUGEY PIEDRA
In this week's episode of The Conference Room, we welcome Sugey Piedra, an influential figure in the realm of financial services. She is the co-founder of Prominence Business & Wealth Management, a firm that distinguishes itself by offering holistic financial services aimed at high-earning, service-based business owners. Sugey takes an integrated approach to financial planning, covering not just asset management but also effective tax planning strategies. In addition to her role at Prominence, she is the host and producer of the podcast "Tax Talk with HeyHey," where she provides invaluable insights into the nuances of business taxation and long-term wealth creation. Her expertise has also made her a sought-after guest on other business podcasts, such as Sell Without Selling and Business Spotlight USA, further solidifying her credibility and influence in the industry.
To find out more about Sugey, please visit:
https://www.instagram.com/prominence.services/
https://www.facebook.com/ProminenceBMgmt
https://www.linkedin.com/in/sugey-piedra-ea-39aba911a/
https://open.spotify.com/show/5zefMXdpLTX6mTzd14o7Xm?si=1cdef92df6c24e49&nd=1
To register for Sugey's upcoming Webinar, please visit: https://us02web.zoom.us/j/83390511882?pwd=VXRxcWFDT0pSUGlhOVFZckZUQlpydz09
Get to know more about Simon at:
Website: https://simonlader.com
Twitter: https://twitter.com/simonlader
LinkedIn: https://www.linkedin.com/in/headhuntersimonlader
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