Cashflow Secrets: Chris Miles' Tax And Insurance Playbook, Explained
A standard financial advisor earns a percentage of assets under management, which gives limited incentive to go looking for savings hiding inside an insurance bill. Most tax preparers file a return once a year and rarely flag deduction categories tied to a home office, a side business, or a family trust. Cashflow Secrets walks through both categories directly.
- Structured walkthrough of Chris Miles' own tax and insurance review process
- Frames recovered dollars as cash flow found, not new income earned
- Targets insurance restructuring opportunities most advisors never raise
- Covers legal deduction categories tied to home office, side business, family trust
- Built from the same process Miles used after retiring, by his own account, at 28
Skipping a review doesn't pause the underlying premium creep or leave room for a retroactive fix once the tax year closes. The full playbook is broken down here.
