Sean W. Phelps
speaker
177 appearances
1 recordings
1 series
first heard Jul 2026
last heard 15 Jul
Sean W. Phelps’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
15 years ago, founded a company called River Tree Wealth.
We're a private client wealth practice, and we help families, family businesses, entrepreneurs live their best life, really try to help them align their vision, perspective, and direction of what they're doing in their career.
So I had a client who owns a lot of rental real estate.
He made a major error in his tax situation.
We're not tax advisors.
Don't give tax advice.
But I just asked the question, are you sure you're able to do this?
Just the question around that.
He was able to call his CPA.
We're going to avoid a million dollar tax issue.
He would have owed over a million dollars in taxes had we not pivoted around that.
Starts with the three I's.
Wonderful.
It was an amazing experience.
Very reflective on just 30 years of work and 50 years of life.
Yeah, honestly, it was a chance for me to just take a pause in the business and think about past, present, and future of where we've been, what we're doing now as a team, and what the future might hold.
Yeah.
Yeah, so Sean Phelps from a little town called Newark, Ohio.
If you've not been there, a lot of the locals call it Nurk, Ohio.
And started off, was raised by a single mom, myself, my brother Justin, and my mom, Marsha.
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