Sharon Winsmith
16K subscribers
I'm Sharon Winsmith, former tax attorney, Big Four advisor to Fortune 500 companies, and personal advisor to some of the wealthiest individuals in the country. I've worked on over $45B in acquisitions and spent my career learning exactly how the ultra-wealthy build and protect their money. Now I teach ambitious, high-earning entrepreneurs and investors the same sophisticated strategies. The ones your financial advisor doesn't know, your CPA isn't telling you about, and that you won't find anywhere else. Topics you'll never hear me cover: the FIRE movement, budgeting, anything from Dave Ramsey or Suze Orman, or cookie-cutter advice designed for the middle class. If you're already successful and ready to think about wealth differently, you're in the right place.
Why I Never Pay Down My SBLOC Balance
Sharon Winsmith · 27K views · 3 months ago
How I Lost $100,000 Investing with Ken McElroy
Sharon Winsmith · 25K views · 6 days ago
How Much Money Do You Need to Be Financially Free?
Sharon Winsmith · 4.8K views · 2 years ago
Why I Only Invest in S&P 500 Index Funds
Sharon Winsmith · 8.8K views · 8 months ago
Crash Course on the Buy, Borrow, Die Tax Strategy
Sharon Winsmith · 19K views · 2 years ago
How Much Money Do You Need to Be Wealthy?
Sharon Winsmith · 3.3K views · 4 months ago
4 Investments That Are Better Than Stocks
Sharon Winsmith · 17K views · 2 months ago
Real Estate in a Retirement Account Is a Mistake
Sharon Winsmith · 1.6K views · 1 month ago
The AI Bubble Is Real — And It Doesn't Matter
Sharon Winsmith · 1.5K views · 6 months ago
Why I Never Make Estimated Tax Payments
Sharon Winsmith · 4.2K views · 4 months ago
The Trump Tax Change Nobody’s Talking About
Sharon Winsmith · 2.4K views · 1 year ago
Don't Invest In REITs and Do This Instead
Sharon Winsmith · 6.4K views · 2 years ago
Intro to SBLOCs
Sharon Winsmith · 53K views · 3 years ago
Buy, Borrow, Die Tax Strategy: How to Repay the Loan
Sharon Winsmith · 69K views · 2 years ago
Long-Term Investing: The Smart Way To Build Wealth
Sharon Winsmith · 3.3K views · 2 years ago
Don't Fall for the Myth that Everyone Needs an Emergency Fund
Sharon Winsmith · 13K views · 1 year ago
Why I Would Never Do an SBLOC at M1 Finance
Sharon Winsmith · 4.2K views · 2 months ago
Stop Assuming You Have To Pay A Lot of Tax
Sharon Winsmith · 4.7K views · 2 years ago
Why I Don't Keep an Emergency Fund for Job Loss
Sharon Winsmith · 3.2K views · 3 months ago