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Real Estate, Taxes, & The Power of Planning: Inside the Generational Wealth Code (w/The Vento Family)

Episode Summary

Dr. Mike welcomes a powerhouse family of financial professionals to The DOC Podcast: John Vento Sr., his daughters Christine Vento and Nicole Vento, and his son John Vento Jr. Together, they discuss their brand-new book, The Generational Wealth Code, and share decades of expertise in tax planning, real estate investing, and wealth management.

John Sr. traces his journey from doing his first tax return in his parents' Brooklyn basement in 1985 to building a comprehensive wealth management firm. Each of his three children - all CPAs and securities-licensed - shares how they…

The skinny

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