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
Exactly.
And most of the folks that sit across from us, they have a great vision of what they're trying to accomplish.
And it's not for a lack of opportunity.
It's a lack of understanding of what's possible and what they could do in the future.
And all of the tricks of the trade of compounding interest and wealth and tax and legal, just putting all of that puzzle together, if you will, around their ideas.
I totally agree.
I had an experience this week that actually was like that.
So I had a client, great vision, great perspective of where he is in that vision.
He owns a lot of rental real estate.
He made a major error in his tax situation, a major problem.
We're not tax advisors.
Don't give tax advice.
They need to work with their CPAs.
But I just asked the question, are you sure you're able to do this?
And the direction we were able to give him in just the question around that, he was able to call his CPA, get solid advice from them.
We're going to have another follow-up call next week.
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.
And it's just taking the time to slow down, understand what he was really trying to accomplish, and just getting the right people around the planning table to help him.
We try to.
Showing 41–60 of 177 · page 3 of 9
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