Building Wealth Through Discipline, Delayed Gratification, & Tax Strategy (w/Nicole Vento) [Ep.176]
I'm excited to welcome Nicole Vento back to The DOC Podcast for the fourth installment of our five-part series with the Vento family on creating generational wealth. Nicole is a financial advisor, CPA, and CFP who leads the investment committee at her family's firm, and she brings a rare dual perspective with her CPA background combined with institutional trading experience at Goldman Sachs and J.P. Morgan Private Bank.
In this episode, we dig deep into the investment and tax-efficiency side of wealth planning, breaking down retirement accounts, ETFs vs. mutual funds, estate planning, 529…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.