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AZ Tech Roundtable 2.0

AZ Tech Roundtable 2.0 with Matt Battaglia

The show where EntrepreneursTop Executives, Founders, and Investors come to share insights about the future of business


AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving

Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more… 


AZ TRT Podcast Home Page:

‘Best Of’ AZ TRT Podcast: Click Here 

Wealth for Life: HERE


More Info:

* Sign Up for 'All New' the AZ TRT Show Newsletter at the EK Website

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Nov 1, 2021

Taxes Are Going Up - How to Grow Your Wealth using the Right Tax Buckets  

- BRT S02 EP44 (91)10-31-2021


5 Things We Learned This Week:

  • Tax Buckets, broken into 3 categories of Taxed (income), Tax deferred (401K), Tax Free (Roth)
  • Taxes are going up – How to Move more $ into a Tax Free Position
  • Advisors should ask Clients – Do you want to pay Taxes now when you know the rate, or Pay Taxes Later at Unknown Rate? You are always partners with the Gov’t / IRS
  • Arbitrage is Powerful in Finance – borrow cheap $ at 3%, then earn 6% controlling more Capital
  • Wealthy like Bezos or Musk use Tax Free Loans to get Money on appreciating stock assets



Guest: Denver Nowicz, President - Wealth For Life

Denver Nowicz is an advisor with nearly 20 years experience working with clients in investments and insurance, designing retirement plans with a combo of both. He takes us through different strategies for clients to get the best allocations for their money over the long term. It is the Combo Strategy of both Offense and Defense, the synergy of the mix, not ‘All or Nothing’.

He discusses the proposal for the Biden Tax Plan and how it will affect people, business, and real estate investors. Corporate rates, Estate Exemptions, and Real Estate rules are all on the table.

Defense – Why defense is so important, and how Insurance strategies can help. 3 to 1 Matching – one of Denver’s favorite strategies thru insurance, more for upper level earners who have a long term horizon

Tax Protection – Tax Buckets, broken into 3 categories of taxed (income), tax deferred (401K), tax free (Roth), understanding the differences, and where your funds are currently, and options thru insurance products to move more $ to a tax free position.

We also talk about Executives, and what strategies can they use to handle taxes, investments, & retirement. The standard retirement plans (IRA, Roth IRA, 401K), what is a 401K, and the deferred tax setup in the plan (and recs take company match on 401K). We shift to why business owners have more options and benefits and what are they (Acquire assets, stocks, real estate, invest in business).

The 3 Tax Buckets – income, tax deferred, tax free, and understanding the 3, and tax protection  – move more $ to the tax free position. When you have Assets – rental real estate, cash flowing business, IUL, you can use them for tax benefits. Create your own Exit Strategy as if you sold the biz you worked for, and get the benefits of 3 to 1 Linder Match. What is the strategy of Elon Musk or Jeff Bezos with Tax Free Loans?



More Info on WFL and Tax Free Matching: HERE


Previous BRT Shows w/ Denver Nowicz:

Link to Taxes Show on 10/31/2021 w/ Denver: Here

Link to Offense / Defense Show on 6/6/2021 w/ Denver: Here

Link to Shows, Denver was a Guest: Here


BRT S02 EP23 (70) 6-6-2021 – Why You Need Both Offense and Defense in Your Financial Strategy



‘Best Of’ Topic:

Investing Topic:

More 'Best of Investing': Here


Thanks for Listening.

Please Subscribe to the BRT Podcast. 


Business Roundtable with Matt Battaglia

The show where EntrepreneursHigh Level Executives, Business Owners, and Investors come to share insight and ideas about the future of businessBRT 2.0 looks at the new trends in business, and how classic industries are evolving

Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more… 

BRT Podcast Home Page:

‘Best Of’ BRT Podcast: Click Here

BRT Podcast on Google: Click Here

BRT Podcast on Spotify: Click Here                   

More Info:

KFNX Info:

Please Subscribe to the BRT Show.


Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.