#337 The Tax-Savvy Path to Wealth: Rob Cook on Strategy, Simplicity & Financial Freedom

Rob Cook isn’t your average tax guy. Yes, he’s a CPA and CFP®, but more than that — he’s a strategist who knows that taxes are your #1 expense and the most overlooked wealth-building lever. In this episode, we dive deep into the power of proactive planning, why tax prep is not the same as tax strategy, and how even savvy entrepreneurs leave money on the table.

Rob shares the mindset shifts, frameworks, and real-life examples that help his clients keep more, grow faster, and live freer. We also talk about the emotional side of money, the myths around real estate and write-offs, and why choosing the right advisor is one of the most important money decisions you’ll ever make.

What We Talked About:

3:42 – The difference between tax prep and tax planning 8:17 – Why wealthy people prioritize tax strategy first 14:11 – The story of a client who saved $100K with one shift 22:45 – When your accountant becomes a liability, not an asset 31:29 – Why investing in the right advisor is a wealth decision

💻 Links & Resources

💸 Claim Your Complimentary Tax Strategy Session

• Click the link below to schedule your free 45-minute consultation with Rob Cook, CPA, CFP®. This is your chance to ask questions, get expert insights, and uncover tax strategies you might be missing.
• 👉 Click here to book your complimentary tax consult with Rob: https://forms.gle/DB19Cv8jLzeYDG44A

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