Show Summary:

In this episode of Grow My Accounting Practice, finance insider turned industry disruptor Wallis Tsai reveals how high earners can use life insurance strategically to reduce taxes, protect their wealth, and build long-term financial security. Drawing on her experience as a former Goldman Sachs investment banker and hedge fund investor, Wallis shares a refreshingly transparent, no-BS approach to insurance-based wealth planning that cuts through the jargon and gets straight to what works.

From protecting against the financial devastation of a health crisis to understanding why disability insurance is often the most overlooked coverage, Wallis explains how to prevent common and costly mistakes. She also explores why today’s long-term care options are better than ever, the critical insurance moves expectant parents should make, and how fiduciaries can identify and avoid bad advice. Whether you’re advising clients or managing your own finances, Wallis delivers actionable strategies to help you lead smarter conversations and make confident, well-informed decisions.

Website:
https://www.aboveboardfinancial.com/

LinkedIn:
https://www.linkedin.com/in/wallis-tsai-31622a1/

Corporate Partner:
People Processes - https://peopleprocesses.com/

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