Money Strategies copertina

Money Strategies

Money Strategies

Di: Mark Lewis EA
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Money Strategies with Mark Lewis, EA is the ultimate podcast for high-earning business owners, founders, and active investors who want to build, protect, and scale their wealth. Hosted by IRS Enrolled Agent and options strategist Mark Lewis, each episode delivers institutional-grade deep dives and expert interviews on corporate tax optimization, entity structuring, and systematic options trading. Stop overpaying the IRS and start compounding capital like the top 1%.Mark Lewis, EA Economia
  • 4 Tax Traps Keeping Business Owners Broke (CPA vs. EA)
    Sep 24 2026

    Are you overpaying the IRS because your accountant is focused on compliance instead of strategy? If your CPA only talks to you in April and hands you a tax bill without a proactive plan, they are simply an "order-taker."

    In this video, Mark Lewis, EA, breaks down the critical difference between tax compliance and tax strategy. We expose the four biggest traps that business owners fall into—from relying blindly on default S-Corp elections to panic-buying equipment in December just to chase deductions. Discover how sophisticated 7- and 8-figure entrepreneurs use multi-entity structures, C-Corps, and Section 1202 Qualified Small Business Stock (QSBS) to build generational wealth and achieve near-zero federal tax results on massive exits.

    If your business makes over $1M and your CPA hasn't slashed your tax rate below 25%, apply for our 1-on-1 Elite Asset Architecture Audit at marksmoneysecrets.com.

    Chapters / Timestamps

    • 00:00 - The Difference Between Tax Compliance and Tax Strategy

    • 01:10 - Trap 1: The S-Corp Default (Why You Outgrow the Answer)

    • 02:25 - Trap 2: December Spending Sprees (Winning the Tax Game, Losing the Wealth Game)

    • 03:50 - Trap 3: Timing (Retrospective vs. Proactive Tax Planning)

    • 05:00 - Trap 4: The Single Entity Myth & The Fear of C-Corps

    • 06:45 - Case Study: A $4 Million Tax Mistake on a $20M Exit

    • 08:30 - What Elite Tax Architecture Actually Looks Like


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    11 min
  • Learn a Language In 3 Months!
    Aug 31 2026

    🔥 Connect with Benny LewisWebsite: https://www.fluentin3months.com/Youtube: @irishpolyglot Instagram: https://www.instagram.com/languagehacking/🔥 Most people dream of retiring to travel the world. Benny Lewis actually built a LIFE around it — six fluent languages, 51 countries, and a business structure that turns his flights, rent, and meals into legitimate write-offs.In this episode of Stacks Over Tax, Mark Lewis, EA sits down with Benny Lewis — polyglot, best-selling author, founder of Fluent in 3 Months, and National Geographic Traveler of the Year — to talk about "deep travel," learning to speak a language from day one, and how tying your work directly to your travel can make your biggest expenses deductible.If you run a business, dream of location-independent work, or want to understand how a genuine business purpose turns travel costs into write-offs, this conversation blends real language-learning strategy with a practical look at the tax side of a travel-based business.🔥In this episode: - What "deep travel" means and why it beats box-ticking countries - The "speak from day one" approach to learning a language - Why mistakes are the goal — aiming for 200 a day - Reframing "I'm not good at languages" as a delivery problem - Using AI to plan trips and cut research time - How Benny ties his travel to his business - Flights, Airbnbs, and meals as legitimate write-offs - The green-card travel permit that allows years abroad⭐️This channel is dedicated to helping entrepreneurs legally reduce taxes, protect assets, structure LLCs correctly, build generational wealth, and avoid the financial traps most business owners never see coming.0:00 — Meet Benny Lewis, world-traveling polyglot1:24 — What "deep travel" really means4:17 — Why real connection is the metric, not sightseeing8:29 — Giving your travel a theme or project13:06 — The one place that gave him trouble: Paris16:17 — He only spoke English at 2119:53 — How he preps a country before arriving22:30 — Using AI to plan trips and find events25:17 — How the polyglot journey actually began29:12 — Speak-from-day-one vs. other methods32:20 — The tax side: travel as a business write-off36:44 — The mental block: "I'm not good enough"43:33 — Related Lewises? Tracing the family tree🔔SUBSCRIBE TO MY CHANNEL ⭐️Connect with Us:http://www.executivemoneystrategies.com/🔥 Take the free 60-second tax reduction survey:http://bit.ly/taxquiz2026📖 Get Your Copy of Mark's Newest Book: "Turn Your $60,000 Salary Into $1 Million"https://bit.ly/60KtoMillion 📧 Email Mark: mark@marksmoneysecrets.com💻 Watch: https://www.youtube.com/@MarksMoneyStrategies🎯IG https://www.instagram.com/marksmoneystrategies/ 🎯FB https://www.facebook.com/marksmoneystrategies🎯TT https://www.tiktok.com/@marksmoneystrategies© 2026 All Rights Reserved | Mark Lewis, EA | Executive Money Strategies---

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    47 min
  • I'm Much Happier Living In Mexico Than In The U.S. with Tim Leffel
    Aug 31 2026

    🔥There's a version of retirement where your doctor costs $60, your rent is a fraction of what you pay now, and your money stretches TWICE as far — and most Americans never realize it's an option.In this episode of Stacks Over Tax, Mark Lewis, EA sits down with Tim Leffel, award-winning travel writer and author of A Better Life for Half the Price, who has spent years living in Mexico and decades traveling the world. Tim breaks down how geographic arbitrage works, why healthcare abroad is often cheaper and more humane, which countries offer the best value for expats, and the residency and safety realities most people get wrong.If you're rethinking the cost of living, considering an eventual move overseas, or just tired of watching your wallet scream in pain, this conversation lays out where to go, what it actually costs, and the tax step you must take before you leave. Mark also explains why leaving straight from a high-tax state like California can keep you on the hook for state income tax long after you're gone.🔥 In this episode: - Why healthcare abroad often costs a fraction of US prices - The best-value countries for expats in Latin America and Europe - The truth about safety in Mexico and beyond - Renting vs. buying and the risk of confiscated property - How much money you need to qualify for residency - The tax step you must take before leaving the US - Why leaving from California can still cost you - The foreign earned income exclusion and the 330-day rule⭐️ This channel is dedicated to helping entrepreneurs legally reduce taxes, protect assets, structure LLCs correctly, build generational wealth, and avoid the financial traps most business owners never see coming.0:00 — Is "the worst day in America" really better everywhere else?2:16 — Why healthcare abroad can cost a fraction of US prices4:24 — The best-value countries to live in6:36 — Is it actually safe? The truth about Mexico and Latin America10:32 — Where you probably shouldn't move11:31 — Why you should rent before you buy18:17 — Getting by without speaking the language20:36 — The tax benefits of living outside the US21:41 — Don't leave from California — the 183-day rule23:22 — Establishing residency in a no-tax state27:16 — How much income you need for Mexican residency31:11 — What to bring and what to leave behind33:27 — How to connect with Tim🔔SUBSCRIBE TO MY CHANNEL ⭐️Connect with Us:http://www.executivemoneystrategies.com/

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    36 min
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