Tax savings is only the beginning


In the September 2025 issue of The Wealth Mavericks Insider, we go beyond the headlines of tax savings to uncover the true depth of what Terra Firma membership offers.

Saving six figures on taxes is just the tip of the iceberg. The real value lies in learning how to maximize and leverage everything you’ve already built—using the same proven strategies the wealthy rely on to compound their wealth and build lasting legacies. From cash flow and asset mapping, to risk analysis, portfolio reviews, ongoing education, and monthly coaching, membership expands the way you see money and what’s possible with it.

This month’s featured podcast highlights one example: how high-net-worth families strategically use home equity lines of credit (HELOCs) not just as a backup plan, but as a tool for growth. Many doctors are sitting on hundreds of thousands in home equity—and doing nothing with it. In HELOCs: The Wealth Strategy You’re Probably Missing, Erin and Bob reveal how to turn idle equity into a strategic advantage. From funding investments to tax-smart planning, you’ll discover how to use HELOCs to create more wealth, not more debt.

You can tune in today on YouTube, Apple Podcasts, or Spotify.

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