The Wealth of Proximity: Why the Right Rooms Create the Greatest Returns
“If you want to know where future fortunes will be made, don’t look at markets; look at rooms. Why? Wealth follows proximity. The closer you are to capital, information, and ambition, the higher your expected return. If compounding is the eighth wonder of the world, proximity is the ninth.”— Contrarian Thinking Newsletter That quote from Codie Sanchez’s Contrarian Thinking newsletter stopped me mid-scroll one evening—not because it was new information, but because it was tru
Oct 10, 20254 min read
The Smart Woman’s Tax Play: How High-Earning Entrepreneurs Can Use 401(k) Profit Sharing and Cash Balance Plans to Keep More of Their Money
For ambitious women building businesses and wealth, there comes a point when simply “maxing out a 401(k)” isn’t enough. The income grows, the tax bill grows with it, and suddenly you realize the system rewards those who play the game strategically . One of the most elegant and underutilized tools in that playbook? Pairing a 401(k) profit sharing plan with a cash balance plan . This isn’t just retirement planning — it’s a strategic wealth-building lever designed for founders
Oct 9, 20254 min read
2025 Advanced Tax Strategies for Six-Figure Earners: Secrets of High-Net-Worth Families
High-net-worth individuals don’t rely on chance. They actively design their tax strategies. So should you.
Sep 5, 20254 min read
