Wealth Strategies & The Power of a Personal CFO Approach
We’re excited to share that Erik Brenner, CEO and Founder of Hilltop Wealth & Tax Solutions, was recently featured on the Awakened Titans podcast hosted by Lily Patrascu!
In this powerful conversation, Erik dives into what it means to have a Personal CFO—and how adopting that mindset can transform your financial life. He shares real-world strategies for high-income earners and pre-retirees looking to align their money with their goals, values, and legacy.
Whether you’re navigating complex retirement planning, tax-efficient investing, or seeking a more holistic financial partner, this episode is packed with valuable takeaways.
🎙️ Listen to the Interview on Your Preferred Platform
👥 About the Episode
In this episode, Erik and Lily explore:
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The Personal CFO model and why it’s changing the wealth management game
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Common pitfalls high-income earners face during retirement transitions
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How to integrate tax, investment, and legacy planning into one cohesive strategy
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The role of mindset and clarity in achieving financial freedom
💬 Ready to Take Control of Your Financial Future?
If Erik’s insights resonate with you and you’re looking for a more proactive approach to wealth and tax planning, we’d love to connect.
👉 Schedule your complimentary introductory call
Hilltop Wealth & Tax Solutions (“Hilltop”) pays a monthly fee to Interview Valet. Interview Valet is a separate company not affiliated with Hilltop. Interview Valet introduces the firm to podcast hosts. There was no additional compensation (cash or non-cash) to Erik Brenner or the podcast host. The interview should not be interpreted by a client or prospective client as a guarantee to experience a certain level of results or a current or past endorsement of Hilltop if engaged.
