Real Estate, Taxes, & The Power of Planning: Inside the Generational Wealth Code (w/The Vento Family)

About this episode

Dr. Mike hosts the Vento family to discuss their expertise in financial planning and their book on generational wealth.

Episode Summary Dr. Mike welcomes a powerhouse family of financial professionals to The DOC Podcast: John Vento Sr., his daughters Christine Vento and Nicole Vento, and his son John Vento Jr. Together, they discuss their brand-new book, The Generational Wealth Code , and share decades of expertise in tax planning, real estate investing, and wealth management. John Sr. traces his journey from doing his first tax return in his parents' Brooklyn basement in 1985 to building a comprehensive wealth management firm. Each of his three children - all CPAs and securities-licensed - shares how they found their own specialties: Christine in 1031 exchange real estate solutions and Delaware Statutory Trusts, Nicole in tax-smart investment management and financial planning, and John Jr. in dental CPA and proactive tax strategy. The conversation spans the importance of year-end tax planning (not April 15th), the power of passive real estate income, how to raise financially literate children, and why paying for expert financial advice is an investment, not a cost. This is the first of a five-part series with the Vento family, with each member returning for a dedicated solo episode. Timestamps…

People in this episode

Host: Dr. Mike

Guests: John Vento Sr., Christine Vento, Nicole Vento, John Vento Jr.

Topics covered

• financial planning
• real estate investing
• tax planning
• wealth management
• generational wealth

Keywords

• tax planning
• real estate
• wealth management
• financial literacy
• investment strategies

Mentioned in this episode

Organizations: KPMG

Books & works: The Generational Wealth Code

Places: Brooklyn

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