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Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
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Do you feel stuck paying enormous tax bills and riding the volatile ups and downs of the market? What if there’s a smarter, safer way to keep more of your money and grow it faster? In today’s episode, I sit down with Dana Cornell, founder of Cornell Capital and former Wall Street advisor, to reveal the hidden strategies wealthy families use to protect assets, reduce taxes, and build lasting wealth.
Dana went from knocking on doors during the 2008 financial crisis to managing over $1.4 billion at Morgan Stanley. Along the way, he discovered a broken system designed to serve institutions and not individual investors.
His achievements earned him Forbes recognition as one of the top advisors in the country, yet he chose to walk away and launch Cornell Capital to disrupt traditional wealth management. Dana will teach you how to cut your tax bill by six figures, invest like the ultra-wealthy, and create a financial plan that truly serves your life.
“Time solves most chaos in any investment situation... So have patience when there's turmoil.” ~ Dana Cornell
In This Episode:
- Dana's origin story and early career
- What are alternative investments?
- Tax strategies for high earners
- Investment options and services at Cornell Capital
- The future of wealth management & investment opportunities
- Top five mistakes millionaires make
- How to connect with Cornell Capital
Access Free Resources on Tax Strategies and Alternative Investments: https://www.cornellcapitalholdings.com/free
Book an appointment with CCH: https://marketing.cornellcapitalholdings.com/meetings/brandon1047/podcast-cch-intro
Connect with Dana Cornell:
Website: https://www.cornellcapitalholdings.com/
LinkedIn: https://www.linkedin.com/in/danacornell
Resources:
➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/
➡️ Check out my programs - https://vikramraya.com/coaching/
➡️ Apply to become a Limitless MD - www.I8mastermind.com
➡️Claim Your Free 30-minute discovery call and $500 off your engagement with Hall CPA: go.therealestatecpa.com/limitless
Connect with Vikram:
Website: https://vikramraya.com/
Instagram: https://www.instagram.com/vikramraya/
Facebook: https://www.facebook.com/Vikramrayamd
LinkedIn:https://www.linkedin.com/in/vikramraya/
YouTube: https://www.youtube.com/channel/UCdq9M-kD0L2hy1UlfOK-hwQ
Special Thank You to Music Provided by Music Library: https://soundcloud.com/music-library-non-copyrighted-sounds/300-violin-orchestra-jorge-quintero-copyright-and-royalty-free
232 episodes
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