Sharing tips from my life and experiences including learning what getting my MBA from Harvard Business School, triple majoring at Brown university and working on Wall Street, being a VP at Citibank, being the CFO of an internet startup and working for Google and Facebook/Meta teach and don’t teach about taxes and building intergenerational wealth. My Tax Tips channel will bring you a series of Taylored Tax Tips to help you cut your biggest expense if you are highly paid and highly taxed in the US. I will share with you what I learnt from paying $1,854,169 in taxes between 2016 and 2021 and how I learnt to go from owing and paying an additional $90,000 in taxes for my 2021 taxes to getting a refund on my 2022 taxes. And my Permissive Parenting Channel will bring you stories and tips on how to raise amazing kids who know how much you truly love and value them and who truly love and value you.
Taylored Tips
NEW TOOL ALERT
I just launched the Taylored WealthCare™ Retirement Optimizer — a free calculator that shows you what your 401k is ACTUALLY worth after taxes.
Most people have no idea how much of their retirement savings the IRS will take. This tool runs the math in 60 seconds.
You enter your situation (balance, age, retirement goals) and it shows you:
- Your 401k's real after-tax value
- A side-by-side comparison with a tax-free Roth conversion strategy
- Whether you should stay put OR make a move
And yes — if your current plan is better, the tool tells you. No sales pitch.
Try it: taylored-retirement-optimizer.vercel.app/
Drop a comment if you want me to make a full walkthrough video breaking down how to use it.
5 months ago | [YT] | 2
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Taylored Tips
Discover powerful strategies for success that pave the way to a brighter future. 🚀💰
Join us for our upcoming webinar and discover the keys to financial empowerment!
Scan the QR code to register or click the link below ⬇️⬇️
docs.google.com/forms/d/e/1FAIpQLSeNmBLCLLRhbwPBwl…
2 years ago | [YT] | 2
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Taylored Tips
🌟 Ready to embark on the journey to financial success? 🚀 Join us for our upcoming webinar and discover the keys to financial empowerment! 💼💰
Scan the QR code to register or click the link below ⬇️⬇️
docs.google.com/forms/d/e/1FAIpQLSeNmBLCLLRhbwPBwl…
2 years ago | [YT] | 2
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Taylored Tips
🚀 Unlock Your Financial Future 🚀
Join us for an exclusive webinar where we'll dive into the strategies and insights you need to take control of your finances. Don't miss out—reserve your spot today!
Scan the QR code to register or click the link below ⬇️⬇️
docs.google.com/forms/d/e/1FAIpQLSeNmBLCLLRhbwPBwl…
Don't forget to follow us on Facebook, Instagram, and YouTube for expert tips, and exclusive content. Let's grow together! 💼💡
2 years ago | [YT] | 3
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Taylored Tips
Join us next week Thursday, March 21st for a Webinar all about Transforming Your Financial Future with Terrence Taylor.
Register for Webinar here: shorturl.at/yEH08
We are also offering a FREE Financial Consultation.
Register here: shorturl.at/STVY0
2 years ago | [YT] | 0
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