EP 103 Matt Chancey- Financial advisor and tax expert

Matt Chancey works with high income and high net worth clients nationally to legally reduce taxes on income or capital gains. 
He starts with tax reduction strategies to determine which best fit the clients unique situation and often leads into a more comprehensive financial planning or investment management solution that looks not just at what his client's make, but how they keep more of it.
 
Matt has been in the finance industry for over 15 years and as well as working directly with high profile clients, he is highly sought after for education, teaching, and guest speaking within the industry. 
He is a respected advisor and author of "Your Guide To Taxes & Your Roth Conversion" and has been featured in many national media outlets including the Orlando Sentinel, The Wall Street Journal, ABC, NBC, CBS, Fox News, CNBC digital, Bloomberg, and Investment News. 
 
Matt’s insights include: 
 

What led Matt to the finance field

Why he believes your financial advisor does not need to befriend you to give you good financial advice

Why it’s important to educate clients about tax planning and help them understand the transfer of value

Why it’s possible to outgrow your CPA or attorney

The lack of information for high net worth clients

Enjoy the show!
 
Connect with Matt:
 
Website: https://www.mattchanceylive.com/home1615404071938
Podcast: https://podcasts.apple.com/us/podcast/tax-alpha-solutions/id1611400182
 
 
 
Connect with Gary:

Website: https://sbadvisors.cc/
Facebook: https://www.facebook.com/SmallBusinessAdvisors
LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/
Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt Chancey works with high income and high net worth clients nationally to legally reduce taxes on income or capital gains. 

He starts with tax reduction strategies to determine which best fit the clients unique situation and often leads into a more comprehensive financial planning or investment management solution that looks not just at what his client's make, but how they keep more of it.

 

Matt has been in the finance industry for over 15 years and as well as working directly with high profile clients, he is highly sought after for education, teaching, and guest speaking within the industry. 

He is a respected advisor and author of "Your Guide To Taxes & Your Roth Conversion" and has been featured in many national media outlets including the Orlando Sentinel, The Wall Street Journal, ABC, NBC, CBS, Fox News, CNBC digital, Bloomberg, and Investment News. 

 

Matt’s insights include: 

 

What led Matt to the finance field
Why he believes your financial advisor does not need to befriend you to give you good financial advice
Why it’s important to educate clients about tax planning and help them understand the transfer of value
Why it’s possible to outgrow your CPA or attorney
The lack of information for high net worth clients

Enjoy the show!

 

Connect with Matt:

 

Website: https://www.mattchanceylive.com/home1615404071938

Podcast: https://podcasts.apple.com/us/podcast/tax-alpha-solutions/id1611400182

 

 

 

Connect with Gary:

Website: https://sbadvisors.cc/

Facebook: https://www.facebook.com/SmallBusinessAdvisors

LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/

Learn more about your ad choices. Visit megaphone.fm/adchoices