Shows
Celebrity Estates: Wills of the Rich and FamousCelebrity Estates: How Bob Marley’s Estate Took 30 Years to SettleWhen Bob Marley passed away in 1981, he left behind a musical legacy, but no estate plan. Due to his religious beliefs, Marley didn’t create a will, and what followed was a legal firestorm: forged documents, disputed signatures and a tangled web of allegations involving his wife, attorney and accountant.
In this episode, David Lenok is joined by Noah Rosenfarb, CPA, founder of Wealthrive, to explore what happens when traditional estate planning tools, like wills, are off the table. Noah discusses:
The vital differences between wills and trusts
Strategies like the Spousal Lifetime Access Trust
Navigating esta...2025-04-2831 min
Systems SimplifiedDesigning a Life Beyond Money: Systems for Entrepreneurial Freedom With Noah RosenfarbNoah Rosenfarb is a third-generation CPA and the Founder of Wealthrive, which empowers high-achieving entrepreneurs to leverage tax strategies and generational wealth. He has sold eight companies and completed over 50 real estate investments valued at almost $1 billion. Noah is also an author, podcast host, and thought leader in exit planning. In this episode: Many entrepreneurs chase the dream of financial freedom only to arrive at their goal and realize something is missing. The calendar is suddenly open, the business is sold, yet fulfillment feels out of reach. How can business owners build a life that’s f...2025-03-2625 min
Joel GandaraUnlocking Financial Freedom: Noah Rosenfarb's Proven Tax Strategies for Entrepreneurs and FamiliesI’m thrilled to share some incredible insights from my recent conversation with Noah Rosenfarb, a CPA who’s revolutionizing tax strategies for high-net-worth individuals, especially entrepreneurs. This episode is packed with valuable lessons, personal stories, and actionable tips that you won’t want to miss. Here’s a sneak peek:Key Takeaways from My Chat with Noah RosenfarbFrom New Jersey to South Florida: Discover how a simple "lottery exercise" led Noah and his family to make a life-changing move to Florida.Beyond Traditional Accounting: Learn how Noah...2025-02-2553 min
Wonder Podcast: Empowering Women Entrepreneurs to Change the WorldAchieving Financial Freedom with Noah RosenfarbNoah Rosenfarb is the founder of Freedom Family Office, a “comprehensive financial firm offering personalized wealth advice for entrepreneurs.” Noah is a seasoned wealth coach, with over two decades of experience in the industry. He’s also a serial entrepreneur that has built, sold, and invested in more than 50 real estate acquisitions valuing nearly $1 billion. Listen in as Kalika and Noah talk all about what it really means to achieve financial freedom. Noah covers actionable strategies in building passive income, managing taxes, and maintaining a healthy personal life. Tune in! Timestamps: 02:20 Financial Freedom and Tim...2025-01-0755 min
Winners Find a WayExit Rich Beyond Money With Noah Rosenfarb In this episode, Trent Clark welcomes tax strategy expert Noah Rosenfarb to discuss how entrepreneurs can achieve 8-figure exits and build wealth beyond just money. They dive into Noah's proven methods for helping clients navigate the complex tax code, leverage real estate and other investment vehicles, and find meaning and purpose after a major liquidity event. Trent and Noah also share insights on the importance of discipline, content marketing, and aligning your assets and mindset for long-term success. In this Episode, We Discuss: The rarity of 8-figure exits and Noah's expertise in this area ...2024-10-1840 min
Start. Scale. Exit. Repeat.: Serial Entrepreneur: Secrets Revealed!EP169: Redefining Wealth for Entrepreneurs Unlocking True Wealth: Beyond Financial Success In this episode, we sit down with Noah Rosenfarb, CPA, to explore the concept of "wealth beyond money." Noah shares insights on achieving financial independence, creating a life filled with purpose, and the importance of aligning your values with your financial goals. Learn how to design a life that offers both financial freedom and deep fulfillment. Hosts: Colin C. Campbell, Michele Van Tilborg Guest: Noah Rosenfarb 2024-10-0954 min
The Risepreneur PodcastExiting Your Business With Maximum Value w/ Noah Rosenfarb | Risepreneur Podcast | Ep. 24 #businessDiscover strategic planning to maximize your business exit. In this Risepreneur episode, Noah Rosenfarb, founder of the Freedom Family Office, shares insights on growing, scaling, and exiting a business. Learn about early tax planning, transitioning to passive income, and emotional aspects of exits. Key takeaways include reducing owner dependency, developing tax strategies, and case studies of successful exits. Transform your business today! 00:00 Introduction 01:16 The Risepreneur Podcast Begins 01:34 Meet Noah Rosenfarb 02:26 Noah's Journey in Accounting 04:08 Building the Family Office 04:12 The Exit and Retirement 06:55 Challenges of Scaling a Business 09:30 The Emotional Impact of Exiting a Business 17:39 Financial Strategies and Passive Income 25:13 Understanding...2024-06-2050 min
The Risepreneur PodcastExiting Your Business With Maximum Value w/ Noah Rosenfarb | Risepreneur Podcast | Ep. 24 #businessDiscover strategic planning to maximize your business exit. In this
Risepreneur episode, Noah Rosenfarb, founder of the Freedom Family
Office, shares insights on growing, scaling, and exiting a business.
Learn about early tax planning, transitioning to passive income, and
emotional aspects of exits. Key takeaways include reducing owner
dependency, developing tax strategies, and case studies of successful
exits. Transform your business today!
00:00 Introduction
01:16 The Risepreneur Podcast Begins
01:34 Meet Noah Rosenfarb
02:26 Noah's Journey in Accounting
04:08 Building the Family Office
04:12 The Exit and Retirement
06:55 Challenges of Scaling a Business
09:30 The Emotional Impact of Exiting a Business
17:39 Financial Strategies and Passive Income
25:13...2024-06-2050 min
Smart Business Revolution | Turn Relationships into Revenues | Networking | More Clients | Relationship AdviceFinding Fulfillment Beyond Dollars With Noah RosenfarbNoah Rosenfarb is a CPA and the Founder of Freedom Family Office, which helps entrepreneurs and affluent individuals achieve financial independence, build lasting legacies, and lead their ideal lives. Noah's entrepreneurial journey started in childhood, evolving from multiple jobs to a successful finance career, specializing in forensic accounting and running a family office catering to affluent divorced women. He is the author of numerous books and has extensive experience in real estate investment. Noah's unique approach focuses on creating wealth that transcends monetary value, optimizing lifestyles, and ensuring happiness for his clients. Tune in to this episode...2024-03-1533 min
Aligned Money Shownoah rosenfarb2023-12-2919 min
The Journey with Christian D EvansMoney, Power, and Control: The Controversial Strategies of Wealth w/ Noah Rosenfarb🎁 Gift for All Podcast Listeners Below 👇 Noah Rosenfarb, CPA, is a seasoned financial advisor and entrepreneur based in Boca Raton, Florida. With a passion for helping successful families and entrepreneurs achieve their financial goals, Noah is the founder of Freedom Family Office and serves as a Personal CFO to affluent individuals. With over two decades of experience in investment management, tax planning, and wealth management, Noah has built a reputation for guiding clients towards financial success.
He is also a sought-after speaker and has spoken at various events, sharing his expertise on topics like real estate, taxes, and entrepreneurship. Noah's...2023-07-2459 min
Financial Advisor Marketing PodcastMarketing To The Top 0.5% of Net Worth Households (With Noah Rosenfarb)Imagine what your life would be like if you only advised clients who were in the top 0.5% of net worth households. That means, you’re only dealing with clients who clear at least 7 figures each year, and have a net worth of over 8 figures. Think you could make more money, enjoy more time off, and deal with fewer frustrating headaches? Me too. And that’s why this episode could, quite literally, change your life. In this episode, Noah Rosenfarb, financial advisor to the top 0.5% and author of Exit: Healthy, Wealthy and Wise, joins me to reve...2023-04-1037 min
Payback TimeS3E10 - Noah Rosenfarb - How to reduce capital gains tax to 0%Noah Rosenfarb - How to reduce capital gains tax to 0%
If you’re looking to build and sell a business and want to avoid a big tax payout, it all starts in the planning phase. My next guest is a CPA with some creative strategies that help entrepreneurs reduce and even avoid corporate tax and capital gains tax. If you’re looking to build and sell a business, this episode is perfect for you. Please welcome Noah Rosenfarb.
Key Timecodes
(00:40) - Show intro and background history
(01:24) - Deeper into his background and business as a fi...2023-02-0926 min
The Wealthy Contractor177. Rich Beyond Money | Noah RosenfarbOnce you sell your business and get a big, fat check, you’ll finally get to start living your best life…right? “The Financial Advisor to the Top Half-Percent” - Noah Rosenfarb - shares with us on the latest episode of The Wealthy Contractor Podcast that selling your company may not be the dream come true that you thought it would be. While some entrepreneurs feel like they lose their purpose once they step out of their business, there are things you can do right now to start creating a legacy all your own.Listen c...2023-01-2324 min
Your 12|30Episode 099: Noah Rosenfarb of Freedom Family OfficeWe welcome Noah to share his story and answer 12 Questions in 30 Minutes
Some of the resources and material we discussed:
Freedom Family Office: https://freedomfamilyoffice.com/
23 Overlooked Tax Strategies: https://freedomfamilyoffice.activehosted.com/f/24
EO: Entrepreneurs' Organization: https://hub.eonetwork.org/
How My Family Gets Infinite Returns Investing in Apartments: https://talkaboutre.com/
Ready To Sell Your Business In The Next 6-18 Months?: https://talktofreedom.com/exit-book-optin/
Exit: Healthy, Wealthy and Wise: https://www.amazon.com/Exit-Step-Step-Conquering-Financial/dp/0989252000
The 4-Hour Workweek: https://fourhourworkweek...2022-12-2028 min
Westside Investors Network (WIN)76. Raising capital through funds with Noah RosenfarbABOUT NOAH ROSENFARBNoah Rosenfarb is a 3rd generation CPA that built Freedom Family Office to help entrepreneurs produce predictable income, create their ideal life and build their legacy. He has written four books, took a company he founded public, sold eight companies, and completed over 45 real estate investments. Noah lives in Parkland, Florida with his wife, Amanda, and their two kids. He’s passionate about travel and is fortunate to have visited 70 countries on 5 continents. As a lifelong learner, Noah is an active member of EO South Florida, YPO Global One, Strategic Coach, and Long...2022-12-1440 min
REL Freedom PodcastNoah Rosenfarb - Starting as a CPA & Building To 6,000 Units in Real EstateAs a 3rd generation CPA, Noah Rosenfarb has learned a lot about tax strategies over his career. However, it's his strong passion helping others build a life to become Rich Beyond Money that drives him. In his career, Noah has written 3 books, sold 8 companies, helped invest in over 6,000 apartment units, founded a public company, and runs his Freedom Family Office to help advise the half percent. Hear Noah share his top tips on taxes, investing, syndications - just as if you were a part of his own family office!FOLLOW NOAH 👇https://talkaboutre.com/http://www...2022-11-2328 min