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Podcast #14: Jason Matthews on the Age of $elf Reliance

12/22/2019

In this podcast episode, we zoom out from talking about real estate and the mortgage market and focus on the economy on a macro level.

I had the pleasure of interviewing Jason Matthews, an old friend and president of Matthews Financial & Insurance Services, an elite financial service firm in California's Bay Area.

Not only is Jason Matthews a financial guru and community advocate, but author of the book, The Age of $elf Reliance. Within those pages, Jason outlines why the next financial crash is inevitable, why it will be the worst Recession we've seen in our lifetimes - or even another Depression.

But Jason also documents how the average person can bulletproof their finances to not only survive but thrive during the upcoming financial downturn.

The Age of $elf Reliance is a great read for every Realtor, mortgage lender, or any average consumer or employee in America.

Enjoy the podcast with Jason Matthews of MFIS.biz and feel free to contact him with any questions!

Your friend,
-Norm :-)

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Podcast #13: This man can save you million$ - Uriel Carrazco of innovative tax solutions

12/9/2019

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Uriel Carrazco can save you millions of dollars. I may be in marketing, but that's not hyperbole.

As the founder and president of Innovative Tax Solutions in Sacramento, CA, Carrazco has long been the industry leader in specialized tax credits, saving his clients countless millions of dollars.

Whether they're a Fortune 500 company, and mom & pop grocery, a construction company, or, yes, a real estate or mortgage brokerage, a series of tax credits exist on the books, both on a federal and state level.

The problem is that the vast majority of consumers don't know about the New Employment Credit, the California Competes credit, R & D credits, and the Work Opportunity tax credit.

And while most CPAs and tax preparers are vaguely aware of these niche credits, they don't specialize in them (and the regulations change constantly), making it impossible for them to find and execute these credits on behalf of their clients.

Listen here ⬇

Therefore, most small business owners - and even real estate and mortgage brokers - are leaving money on the table every single year!

But Innovative Tax Solutions can dig into their books along with their current CPA, (not replacing them) and identity these missed opportunities and apply for them, sometimes up to four years retroactively!

The best part is that the client won't pay a dime to Innovative Tax Solutions until the client gets a big, fat refund check.

It's no wonder why Uriel and his firm are highly sought after, have no need to do advertising, and most of their business comes from referrals or other CPAs.

But today, I had the chance to sit down with this busy man who saves people millions of dollars for a living.

Even better, I pick Uriel's brain on his incredible rags to riches, American Dream backstory, as well as the habits and mindset that has made him so successful - but still a well-balanced, down-to-earth guy.

Enjoy the podcast with Uriel Carrazco of Innovative Tax Solutions!

-Norm :-)

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Podcast #14: Jason Matthews on the Age of $elf Reliance

Listen Here ↓

Podcast #13: This man can save you million$ - Uriel Carrazco of innovative tax solutions

Listen here ⬇

The real estate marketingw/ Norm Podcast!

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