Bryan J. Sweet

Join financial experts Bryan J. Sweet and Sonu Varghese as they delve into the crucial link between financial health and longevity. Bryan, a longtime wealth advisor and creator of the Dream Architect framework, highlights the dangers entrepreneurs face from tax surprises during business sales. Sonu, an asset allocation specialist, uncovers the concept of 'tax assets' that can shield profits while enabling growth. They emphasize proactive planning to enhance liquidity and flexibility, ultimately revealing how strategic tax management empowers lifestyle choices and fuels a secure financial future.