The Ascension Ladder Podcast

www.ascensionladder.com

The Financial Services industry is all bu**sh**! Here’s the deal… If you are a high producer - a high earner - the traditional financial industry was not built for you and this Podcast is going to explain why. You cannot save your way to prosperity. This podcast focuses on the four pillars of ascension, THE PATH TO PROSPERITY: 1. Earn Money – How to maximize everything you have coming to you from an income benefit perspective; RSU’s, PSU’s, Deferred Compensation, ESPP’s, bonuses and whatever else is available to you as an employee or business owner. 2. Keep Money – How to strategically and proactively plan for taxes. Yearly, quarterly, and monthly work can be done to PROACTIVELY prepare to save on taxes. 3. Grow Money – How to treat 401(k)’s, IRA’s, ROTH’s, and typical investment accounts as a vehicle instead of a destination. The outdated days of ‘buy and hold’ and 70/30 portfolios are not for you. 4. Leverage Money – How to use leverage to magnify and accelerate your wealth faster than you thought was possible. These are complicated topics and frankly we are well aware that we are putting the financial industry on its head. We’re going to show you a different way. We’re going to help you create a map so that you can summit PROSPERITY mountain. We are excited to do it! THIS IS A PODCAST FOR THOSE SEEKING FINANCIAL PROSPERITY

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The Financial Services industry is all bu**sh**! Here’s the deal… If you are a high producer - a high earner - the traditional financial industry was not built for you and this Podcast is going to explain why. You cannot save your way to prosperity. This podcast focuses on the four pillars of ascension, THE PATH TO PROSPERITY: 1. Earn Money – How to maximize everything you have coming to you from an income benefit perspective; RSU’s, PSU’s, Deferred Compensation, ESPP’s, bonuses and whatever else is available to you as an employee or business owner. 2. Keep Money – How to strategically and proactively plan for taxes. Yearly, quarterly, and monthly work can be done to PROACTIVELY prepare to save on taxes. 3. Grow Money – How to treat 401(k)’s, IRA’s, ROTH’s, and typical investment accounts as a vehicle instead of a destination. The outdated days of ‘buy and hold’ and 70/30 portfolios are not for you. 4. Leverage Money – How to use leverage to magnify and accelerate your wealth faster than you thought was possible. These are complicated topics and frankly we are well aware that we are putting the financial industry on its head. We’re going to show you a different way. We’re going to help you create a map so that you can summit PROSPERITY mountain. We are excited to do it! THIS IS A PODCAST FOR THOSE SEEKING FINANCIAL PROSPERITY

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State

Arizona

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City (Headquarters)

Gilbert

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Employees

1-10

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Founded

2021

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