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Hosted by Lizzie · 🇺🇸 US · EN · 11 episodes
Established thought leaders with verified media credentials.
Welcome to Lizzie’s Wealth Wisdoms: Smart Ideas, Powerful Impact. The purpose of the series is to share stories of different strategies and tactics that you can employ today to help minimize taxes, protect your net worth, and simplify your life.
Lizzie hosts Lizzie's Wealth Wisdoms, a business show with 11 episodes published.
One of the most common mistakes I see isn’t poor investing, it’s families who don’t fully understand what would happen if their estate plans had to work tomorrow. Even if you had all the right documents—wills, trusts, po
A client told us they were "conservative."But when markets dropped during COVID, they didn't sell a single share.They didn’t panic, but their portfolio was still sitting nearly 50% in bonds.We see this contradiction ofte
No matter how old we get, our parents’ and grandparents’ stories continue to guide us through major life decisions. When I’m sitting with client families, I hear this often. Clients wondering, “What would mom say?” or “W
If you’re a high-net-worth individual looking to maximize your charitable giving, 2025 is the year to give more. Starting in 2026, new tax rules in the One Big Beautiful Bill could cost you tens of thousands in lost dedu
The Big Beautiful Bill has hundreds of provisions, including major wins and big risks. In my latest episode of Lizzie’s Wealth Wisdoms, I break down everything high-net-worth families need to know: 📣 What is the Big Bea
DAF vs. Private Foundation—what’s right for your family in 2025? This week on Lizzie’s Wealth Wisdoms, we’re unpacking: • Control vs. simplicity • IRS scrutiny • Strategic legacy planning Which giving vehicle aligns best
If you’re in the top tax bracket and you want to minimize what you are paying to Uncle Sam, here’s what you should know 👇 The Republican-led proposed millionaire tax would raise the marginal tax rate from 37% to 40% for
Volatility hurts. Opportunity helps. There’s a silver lining in every downturn—especially for families focused on multigenerational planning. This 3-minute episode breaks down two strategies you don’t want to overlook. _
Some of my earliest memories are of sitting around our dining room table, listening to my dad talk about the markets. Those conversations shaped my passion for investing and ultimately led me to where I am today. With 45
Will the 10-Year Treasury hit 5% and how can investors navigate recent market volatility? A lot of clients and investors are concerned about the rapid increase in bond yields. They’ve increased by over 100 basis points s
With the election outcome, will the tax sunset occur next year? Maybe... Maybe Not... Either way, the only thing that is certain in life is death and taxes. 🙂 Check out my new video series: Lizzie’s Wealth Wisdoms. I sh
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Lizzie's Wealth Wisdoms is hosted by Lizzie. The show is categorised under business (investing) and has published 11 episodes.
Lizzie's Wealth Wisdoms has published 11 episodes.
Lizzie's Wealth Wisdoms regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Lizzie's Wealth Wisdoms average 5 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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