In this episode, we discuss the journey of Noah Rosenfarb, founder of Wealth Thrive, as he shares valuable insights on achieving financial freedom and a rich life beyond money. Noah discusses his transition from retirement to providing tax strategies to entrepreneurs, the importance of risk-taking, and the need for clear, long-term goals. He also emphasizes differentiating between tax preparation and tax strategy and highlights the benefits of holistic planning. Learn more about tax strategies, multi-generational tax planning, and achieving life goals while ensuring financial health. Don't miss his motivational story, including his entrepreneurial journey and an inspiring upcoming year-long trip with his daughter.
00:00 Introduction and Guest Welcome
01:36 Noah Rosenfarb's Journey and Tax Strategies
02:49 Overcoming Challenges and Setting Goals
06:09 Tax Planning vs. Tax Strategy
10:12 Books and Exit Planning
15:45 Combining AI with Human Expertise
16:56 Contact Information and Final Thoughts
