The Matt King Show Next-Level Tax Strategies for Wealth Building with Claudio Gambin | Ep 267
Claudio Gambin is the President & Financial Advisor of Gambin Financial Group. After graduating from the University of Central Florida with a major in Entrepreneurship, he started as an intern in the financial services business and quickly fell in love with the work. He became a full-time Financial Advisor in 2010 and founded Gambin Financial Group. Claudio’s passion lies in working with business owners and specializes in helping those clients in the areas of risk management, cumulative tax planning, estate distribution strategies and business transfer planning. Outside of work, Claudio’s number one priority is spending time with his wife Melissa and two daughters, Coco and Senna. You can frequently find them boating and fishing at their favorite get-a-way in New Smyrna Beach.
Powerful Moments From The Episode
00:00:00 - The Tax Pillar Most Entrepreneurs Are Missing Out On
00:00:43 - Guest Introduction
00:02:03 - Claudio’s Backstory (Immigrating From Brazil to Florida)
00:05:07 - Getting Involved in the Financial Services Business
00:07:02 - The Current State of The Financial Services Industry
00:12:30 - Trailblazing A New Financial Services Business Venture
00:20:07 - The Massive Impact of Tax Strategies
00:23:16 - Tax Strategies You Need To Be Utilizing
00:30:20 - Reaction To The IRS Hiring 87,000 New Agents
00:32:53 - Consumption Tax & Abolishing The IRS
00:34:52 - The Tax Strategy You Need To Be Paying Attention To
00:41:42 - Business Optimization vs. Survival in 2023
00:46:54 - Creating A New Company For Tax Advantages
00:47:49 - What Most Business Owners Are Missing Out On
00:51:52 - Risk Management & Asset Protection Strategies
00:55:34 - Succession, Beginning with The End in Mind
00:57:14 - Common Bad Advice & Tax Strategies From Social Media
00:58:12 - Biggest Fish Claudio Ever Caught
00:59:09 - How many restaurants does Claudio own?
01:00:05 - Gobundance Card Game Question
01:02:53 - How To Connect WIth Claudio Gambin
Connect with Claudio Gambin
Claudio’s Podcast “Invest The Difference” https://podcasts.apple.com/us/podcast/invest-the-difference/id1617558484
Website https://gfgsolutions.com/
Instagram www.instagram.com/gfgsolutions
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Tribe of Millionaires Podcast by GoBundance is the podcast for healthy wealthy generous people who choose to live epic lives. Each week we connect with featured guests and GoBundance members to bring you the best in our community.