Want to optimize your financial future?
In this information-packed episode, host April invites trusted financial architect and entrepreneur Veronica Karas to discuss all things money. Drawing from her extensive experience, Veronica specializes in philanthropy, investment optimization, tax strategies, retirement, and estate planning for high-net-worth women. Together, they explore the importance of financial literacy, the power of mentorship, and actionable steps to optimize taxes and build financial confidence.
Whether you’re a business owner, working professional, or someone navigating financial decisions, this episode offers guidance to empower your financial journey.
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Key Takeaways:
- Financial Literacy Insights: Veronica shares her personal story of witnessing her grandfather struggle with poor financial advice as a refugee immigrant and how that shaped her passion for helping others.
- Understanding Fiduciary Advisors: Learn what it means to work with a fiduciary and how to ensure your financial advisor has your best interests at heart.
- Tax Strategies for Business Owners: Tips for optimizing your tax setup, understanding entity structures (LLC, S-Corp, etc.), and leveraging retirement plans to save for the future while reducing tax burdens.
- Collaborative Financial Planning: The importance of aligning your CPA, financial advisor, and estate attorney to ensure nothing falls through the cracks.
- Women in Finance: How the industry can better support women and why mentorship is vital for attracting and retaining female talent.
Mic Drop Moments:
“A good financial decision can change the trajectory of a family—not just for a year or two, but for multiple generations.” – Veronica Karas
“Don’t let anyone ‘should’ all over you. A great advisor collaborates with you to find the best solutions for your unique goals.” – Veronica Karas
“Women do finance better because we naturally consider the holistic picture and align it with personal values.” – Veronica Karas
“You have to trust your intuition when choosing a financial advisor. If something doesn’t feel right, it’s okay to walk away and find someone who aligns with you.” – April
“How you structure your business and taxes early on can set the foundation for financial freedom later.” – Veronica Karas
Who is Veronica Karas?
Veronica Karas is a trusted financial architect for high-net-worth women, specializing in philanthropy, investment optimization, tax strategies, and comprehensive retirement and estate planning. As a Certified Financial Planner™ Professional and Principal at CAPTRUST, Veronica combines her expertise with a genuine passion for empowering women through financial literacy. She’s not just an advisor; she’s a sought-after speaker, dynamic author of the “Money Matters” series, and a relentless advocate for financial education.
Resources:
Retirement Plans: SEP IRAs, Solo 401(k)s, self-funded pensions.
Entity Structures: Understanding LLC, S-Corp, and tax benefits.
Books: Outlander by Diana Gabaldon (a personal favorite of Veronica’s).
Websites: VeronicaKaras.com
Contact Veronica: Email at veronica@veronicakaras.com
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