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Episode #319

MONEY STRATEGIES To Achieve Financial Freedom with Harvard Tax Strategist & Financial Advisor, Jeff Socha

Build Your Financial Threshold and Live Your Best Life

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Show Notes

Do you want to achieve your financial freedom?

Then check out this episode that I did with Jeff Socha, Harvard Tax Strategist & Financial Advisor. Jeff and I talked about tax planning and creating the freedom threshold to live your best life.

Jeff founded Ark Financial, a boutique financial consulting firm in Austin, Texas. He has extensive experience in developing solutions for private businesses, entrepreneurs, and executives. Jeff has been involved in two political action committees through which he lobbied the United States Congress on finance and tax regulations. His solutions for lowering the risk of business ownership and increasing his clients’ profitability have been nationally recognized.

His specialization in financial consulting is in his family’s roots – he spent years working in the family business, founded by his grandfather in 1950. After taking a position as a member agent at the Nautilus Group, Jeff later founded Ark Financial Group leading a team that includes a CPA, JD, MBA, CFP, CFA, and other advanced degrees to bring the best solutions to clients.

If you want to have 1-on-1 tax strategy session with Jeff, schedule with him at talktaxwithjeff.com

In this episode, we cover:

[00:04:27:22] Mind-Blowing Business Facts

[00:36:09:26] FREE Tax Strategy Session

[00:36:58:23] Are you Overpaying on Taxes?

[00:41:27:25] More Income, Less Stress

[00:46:31:05] Purchase Your Financial Future Today!

[00:48:44:09] Happy Hustle Hacks [Health, Money, Entrepreneurship, Spirituality]

[00:50:37:20] Rapid-fire questions

What does Happy Hustlin mean to you? 

Jeff says saying no to the things that take away my peace and joy and saying yes to the things that increase it.

Connect with Jeff

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Find Jeff on his website: https://www.jeffsocha.com/

 

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Get a free copy of his new book, The Happy Hustle, 10 Alignments to Avoid Burnout & Achieve Blissful Balance

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“It’s time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!”

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