Tag: Investment Strategies

FEATURE
The Art of Smart Taxation with Courtney Epps (Ep. 4)

The Art of Smart Taxation with Courtney Epps (Ep. 4)

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Ready to transform your financial future?

Discover the intersection of finance and well-being in this captivating episode where tax strategist Courtney Epps shares her trailblazing insights. Known for her direct approach, Courtney revolutionizes tax strategy with her innovative insights, leading to substantial savings for her clients.

Key Highlights:

  • Innovative Tax Strategies: Courtney’s approach to reducing taxes and retaining income
  • Accessible Tax Wisdom: Her book dispels complex tax strategies
  • Smart Investment Tactics: The importance of tax-efficient investments
  • A Holistic Approach: Courtney embodies wealth knowledge, health, spirituality, and mindset
  • Authenticity and Integrity: Her commitment to honesty in personal and professional life
  • Impactful Giving: The significant effects of her philanthropic work in global health and welfare

Resources:

Connect with Bryan Repple: 

Connect with Courtney Epps, EA. PhD.: 

About Courtney Epps, EA. PhD.: 

Courtney is a tax strategist, international speaker, and author of the best-selling books More Relaxing Less Taxing & What’s Your Plan B?

She owns a full-service accounting firm in South Carolina and serves clients in every state. She has owned her practice for nineteen years. What sets her firm apart is the tax strategy that it offers to clients as the focus is not just on preparing returns but on freeing up money legally, morally, and ethically. She has developed a broad expertise in industries including traditional, home-based, and network-marketing businesses. She works with clients from start-ups to $100 million companies.

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Bryan Repple. The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice.

Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Bryan Repple is a registered representative and investment advisor for G.A. Repple & Company, member of FINRA, SIPC.

FEATURE
How To Balance Finance and Fulfillment (Ep. 2)

How To Balance Finance and Fulfillment (Ep. 2)

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Can your values shape your “Brain Wealth”?

Discover how the integration of personal values can transform your financial future in this intriguing episode with Bryan Repple from Repple Wealth Management. Beginning their journey in the 1990s, the firm has been at the forefront of values-based investing, anticipating significant shifts in the financial world. Today, they are innovators in merging FinTech with wealth management, creating strategies that resonate particularly with Gen Xers. This unique approach combines traditional financial wisdom with cutting-edge technology to guide financial decisions toward a balance of wealth and well-being.

Join Bryan Repple in this journey and learn how to align your financial strategy with your personal values for a fulfilling and secure financial future.

Key Highlights:

  • Explore the pivotal shift from traditional to values-based investing
  • Uncover the groundbreaking evolution of Repple Wealth Management
  • Dive into how emotional intelligence shapes financial planning
  • Understand the tailored financial strategies for Gen Xers
  • Learn the significance of holistic financial planning, including insurance, investments, estate planning, and tax considerations
  • Discover key questions for effective financial self-evaluation
  • Gain insights on aligning your current lifestyle with future financial goals
  • And much more!

Resources:

Connect with Bryan Repple: 

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Bryan Repple. The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice.

Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Bryan Repple is a registered representative and investment advisor for G.A. Repple & Company, member of FINRA, SIPC.