In this episode, I bring on CFP and enrolled agent Kyle Luetters to talk about making real money moves that actually fit your life. We go deep on the mindset shift from “I am bad with money” to “I just never learned the rules yet” and how a single paycheck and a newborn pushed Kyle to build a system that now helps his clients thrive. We hit on tax planning as a superpower, not a fear, how to stop giving the IRS a zero interest loan, and why consistency beats vibes when it comes to investing. ...
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In this episode, I bring on CFP and enrolled agent Kyle Luetters to talk about making real money moves that actually fit your life. We go deep on the mindset shift from “I am bad with money” to “I just never learned the rules yet” and how a single paycheck and a newborn pushed Kyle to build a system that now helps his clients thrive. We hit on tax planning as a superpower, not a fear, how to stop giving the IRS a zero interest loan, and why consistency beats vibes when it comes to investing. ...
Debt Payoff Cheatcode | Anthony Degli Obizzi Jr. | Growing Money with Sean Trace
Growing Money with Sean Trace
34 minutes
1 week ago
Debt Payoff Cheatcode | Anthony Degli Obizzi Jr. | Growing Money with Sean Trace
In this episode of Growing Money with Sean Trace, I sit down with financial planner Anthony Degli Obizzi Jr. to talk real life money, not fantasy TikTok finance. We break down the debt avalanche vs snowball methods, how to actually pick the one that fits your personality, and why having a money plan beats winging it every single time. I share parts of my own journey paying off credit cards, and Anthony walks me through how he helps clients, especially high earning attorneys, set up a simple m...
Growing Money with Sean Trace
In this episode, I bring on CFP and enrolled agent Kyle Luetters to talk about making real money moves that actually fit your life. We go deep on the mindset shift from “I am bad with money” to “I just never learned the rules yet” and how a single paycheck and a newborn pushed Kyle to build a system that now helps his clients thrive. We hit on tax planning as a superpower, not a fear, how to stop giving the IRS a zero interest loan, and why consistency beats vibes when it comes to investing. ...
