My guest in this episode is Rohit Punyani, the co-founder of The Owner’s Asset, a firm focused on helping small business owners, 1099 professionals, and high-income earners build tax-aware retirement strategies with greater control, flexibility, and long-term ownership.
With experience in capital markets and private wealth management, Rohit works closely with business owners and CPAs to design practical strategies for reducing tax drag, improving retirement outcomes, and helping owners keep more of what they earn.
Podden och tillhörande omslagsbild på den här sidan tillhör
M.C Laubscher. Innehållet i podden är skapat av M.C Laubscher och inte av,
eller tillsammans med, Poddtoppen.