Could This Wealth-Building Formula Replace Your 9-to-5 Job?

Wealthy Way

Ryan Pineda

Business, Entrepreneurship

4.8 • 2.1K Ratings

🗓️ 13 July 2025

⏱️ 70 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Are you living The Wealthy Way? In this episode, Ryan Pineda is joined by Carter and George, two financial experts with a mission to close the wealth gap by $100 billion. Carter is a millionaire CPA and tax strategist, while George manages 8-figure investment portfolios. Together, they break down the exact blueprint their high-net-worth clients follow to build and preserve wealth. You’ll learn what your CPA isn’t telling you, how to legally save hundreds of thousands in taxes, and how the wea...

Transcript

Click on a timestamp to play from that location

0:00.0	Got two guys with me.
0:01.0	One of them is a millionaire tax strategist.
0:03.7	The other one manages eight-figure portfolios.
0:05.9	And we're going to talk about what you need to do to become wealthy and what your CPA isn't telling you.
0:13.6	I've got Carter and George.
0:14.8	What's up, guys?
0:15.7	What's up, man?
0:16.2	We've got to package up this intro and send it out to our other podcast that we go to.
0:19.5	Yeah, yeah.
0:20.0	That was amazing. Yeah, we're happy to be here, man. We're doing great. Thanks for having us.
0:23.9	Yeah, so give me some background a little bit about you guys. I mean, you got referred
0:27.9	by my friend Carlton and, you know, everybody here is trying to save money and make more money.
0:33.0	So what are you guys doing? Yeah, well, I think it's simple. That's our strategy. We help people save
0:37.7	one's taxes and then take that money and start investing so they can ultimately reach financial
0:41.5	freedom faster because if it's two things, my mentor told me if it's two things you need to learn
0:46.0	to become wealthy. One, how to keep your money out of Uncle Sam's pocket and how to make money
0:50.7	with your money. If you nail those two things down, you become wealthy by default.
0:54.8	So I was an amazing tax strategist. I found a business partner who's a phenomenal investment
1:00.3	strategist. Together, we've been able to change a lot of lives in a short amount of time.
1:04.0	Yeah, so you're telling me you've been in tax, you've been a CPA for 13 years. Is that right?
1:08.0	Going on 13 years, yeah. 13 years? Yeah. And then, George, you've been a strategist for how long?
1:12.9	13 years.
	...

Transcript will be available on the free plan in 9 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Ryan Pineda, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Ryan Pineda and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.