Mark Tepper

@UCD9X-CfpCqUz6_UcOmiCQJg - 9.4K subscribers

Wealth Advisor for HNW YPO Member / Business Owner / CEO SWP / Fox Business / Fox News Conservative Values 🇺🇸 * 30-Minute Zoom with Mark: meetings.hubspot.com/mark666/30-minute-zoom-meetin…

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Section 1202: How to Legally Eliminate Capital Gains on Your Business Sale

Section 1202: How to Legally Eliminate Capital Gains on Your Business Sale Mark Tepper

56 views - 4 weeks ago

The Red Flag Most Investors Miss With Their Advisor

The Red Flag Most Investors Miss With Their Advisor Mark Tepper

42 views - 1 month ago

Your Accountant Doesn't Do This (And It's Expensive)

Your Accountant Doesn't Do This (And It's Expensive) Mark Tepper

25 views - 1 month ago

You're Making Good Money But Still Broke—Here's the Problem

You're Making Good Money But Still Broke—Here's the Problem Mark Tepper

35 views - 1 month ago

These 5 Psychology Tricks Destroy Investor Returns

These 5 Psychology Tricks Destroy Investor Returns Mark Tepper

112 views - 1 month ago

The Private Equity Strategy Rich People Don't Talk About

The Private Equity Strategy Rich People Don't Talk About Mark Tepper

61 views - 2 months ago

This Tax Loophole Saves Business Owners Thousands

This Tax Loophole Saves Business Owners Thousands Mark Tepper

34 views - 2 months ago

Tax Prep Won't Save You Money | Here's What Will

Tax Prep Won't Save You Money | Here's What Will Mark Tepper

30 views - 2 months ago

Stock Market Rallies on Middle East Progress - Here’s How to Invest Now #invest #stocks

Stock Market Rallies on Middle East Progress - Here’s How to Invest Now #invest #stocks Mark Tepper

72 views - 2 months ago

The $1M Retirement Mistake Almost Everyone Makes

The $1M Retirement Mistake Almost Everyone Makes Mark Tepper

55 views - 2 months ago

Red Headlines Don't Mean Red Portfolios | Here's Why

Red Headlines Don't Mean Red Portfolios | Here's Why Mark Tepper

262 views - 3 months ago

Your Advisors Aren't Talking to Each Other

Your Advisors Aren't Talking to Each Other Mark Tepper

56 views - 3 months ago

The FIRE Movement Is Making You Miserable

The FIRE Movement Is Making You Miserable Mark Tepper

97 views - 3 months ago

FIRE Movement Under Pressure: Market Reality Check

FIRE Movement Under Pressure: Market Reality Check Mark Tepper

53 views - 3 months ago

Stop Treating Taxes as Fixed Costs—Here's What Works Instead

Stop Treating Taxes as Fixed Costs—Here's What Works Instead Mark Tepper

63 views - 4 months ago

Your Retirement Plan Probably Isn't Ready for What's Coming

Your Retirement Plan Probably Isn't Ready for What's Coming Mark Tepper

48 views - 4 months ago

High Earners Can Legally and Easily Slash Their Taxes (Use This Strategy)

High Earners Can Legally and Easily Slash Their Taxes (Use This Strategy) Mark Tepper

125 views - 4 months ago

Why Even Smart Athletes Go Broke and How to Avoid Their Biggest Money Mistakes

Why Even Smart Athletes Go Broke and How to Avoid Their Biggest Money Mistakes Mark Tepper

38 views - 4 months ago

Your Advisor Is Lying If They Say 'Stay the Course'

Your Advisor Is Lying If They Say 'Stay the Course' Mark Tepper

42 views - 5 months ago

The Potential Flaws in Your Financial Plan (Important!)

The Potential Flaws in Your Financial Plan (Important!) Mark Tepper

10K views - 5 months ago

The $10 Million Tax Deferral Strategy the IRS Doesn't Want You to Know

The $10 Million Tax Deferral Strategy the IRS Doesn't Want You to Know Mark Tepper

62 views - 5 months ago

Why this “Golden Retirement Rule” Could Destroy Your Retirement Plan

Why this “Golden Retirement Rule” Could Destroy Your Retirement Plan Mark Tepper

396 views - 5 months ago

The AI Bubble Is About to Burst in 2026 (Here’s the Proof)

The AI Bubble Is About to Burst in 2026 (Here’s the Proof) Mark Tepper

468 views - 6 months ago

What History Suggests About Market Volatility in 2026

What History Suggests About Market Volatility in 2026 Mark Tepper

294 views - 6 months ago

Inside the Secret World of $20M+ Investors (And How They Invest Differently)

Inside the Secret World of $20M+ Investors (And How They Invest Differently) Mark Tepper

195 views - 6 months ago

AI vs Human Investors — The Surprising Truth Wall Street Doesn’t Want You to Know

AI vs Human Investors — The Surprising Truth Wall Street Doesn’t Want You to Know Mark Tepper

91 views - 6 months ago

Avoid the Capital Gains Tax Trap When Selling Your Business (Legally!) | Deferred Sales Trust (DST)

Avoid the Capital Gains Tax Trap When Selling Your Business (Legally!) | Deferred Sales Trust (DST) Mark Tepper

160 views - 6 months ago

$3M vs $10M Portfolio. What Actually Changes When You Cross Eight Figures

$3M vs $10M Portfolio. What Actually Changes When You Cross Eight Figures Mark Tepper

392 views - 7 months ago

Ouch! Rich Yet Living Paycheck to Paycheck

Ouch! Rich Yet Living Paycheck to Paycheck Mark Tepper

275 views - 7 months ago

Turn Your Investment Portfolio Into a Cash Flow Machine With Covered Calls!

Turn Your Investment Portfolio Into a Cash Flow Machine With Covered Calls! Mark Tepper

104 views - 7 months ago

401(k) New Rule That Could Supercharge or Sabotage Your Retirement

401(k) New Rule That Could Supercharge or Sabotage Your Retirement Mark Tepper

320 views - 8 months ago

Massive Tax Changes Coming for 2026 (and How to Profit From Them)

Massive Tax Changes Coming for 2026 (and How to Profit From Them) Mark Tepper

489 views - 8 months ago

Is Your Financial Advisor Just a Salesperson? Time to Move On!

Is Your Financial Advisor Just a Salesperson? Time to Move On! Mark Tepper

95 views - 8 months ago

Dump Your Advisor: Why a “Set It and Forget It” Portfolio Is Costing You Millions

Dump Your Advisor: Why a “Set It and Forget It” Portfolio Is Costing You Millions Mark Tepper

221 views - 8 months ago

The Brutal Rule That Makes Capitalism Work (And Why Bailouts Break It)

The Brutal Rule That Makes Capitalism Work (And Why Bailouts Break It) Mark Tepper

342 views - 8 months ago

Bonds Stink! Scrap the 60/40 and Do This Instead!

Bonds Stink! Scrap the 60/40 and Do This Instead! Mark Tepper

7K views - 9 months ago

Fire Your Advisor! Proactive (Not Reactive) Advice Drives Value!

Fire Your Advisor! Proactive (Not Reactive) Advice Drives Value! Mark Tepper

332 views - 9 months ago

Social Security Fix: 5 Real Options Congress Is Weighing (And When You Should Claim)

Social Security Fix: 5 Real Options Congress Is Weighing (And When You Should Claim) Mark Tepper

213 views - 9 months ago

Dump Your Advisor if They’ve Never Shown You Private Investments!

Dump Your Advisor if They’ve Never Shown You Private Investments! Mark Tepper

123 views - 9 months ago

Crypto 101: Beginner’s Guide to Smart Investing (Bitcoin, Ethereum & XRP Explained)

Crypto 101: Beginner’s Guide to Smart Investing (Bitcoin, Ethereum & XRP Explained) Mark Tepper

663 views - 10 months ago

5 Mistakes Business Owners Make After Selling (and How to Avoid Them)

5 Mistakes Business Owners Make After Selling (and How to Avoid Them) Mark Tepper

113 views - 10 months ago

Is Your Portfolio on Autopilot? May Be Time for a New Advisor!

Is Your Portfolio on Autopilot? May Be Time for a New Advisor! Mark Tepper

89 views - 10 months ago

Disaster Alert! Does Your Advisory Team Lack Coordination?

Disaster Alert! Does Your Advisory Team Lack Coordination? Mark Tepper

68 views - 10 months ago

Your Advisor Doesn't Do Proactive Tax Planning?!?

Your Advisor Doesn't Do Proactive Tax Planning?!? Mark Tepper

138 views - 11 months ago

Fire Your Advisor! Upgrade from a Generalist to a Specialist!

Fire Your Advisor! Upgrade from a Generalist to a Specialist! Mark Tepper

80 views - 11 months ago

Sell Your Business Tax-Free! (Sec 1202 QSBS)

Sell Your Business Tax-Free! (Sec 1202 QSBS) Mark Tepper

297 views - 11 months ago

Social Security Cuts Coming? What Retirees Need to Know Now

Social Security Cuts Coming? What Retirees Need to Know Now Mark Tepper

783 views - 11 months ago

The Augusta Rule: The Best Tax Loophole You’ve Never Heard Of

The Augusta Rule: The Best Tax Loophole You’ve Never Heard Of Mark Tepper

671 views - 11 months ago

The Pitfalls of DIY Investors (And How REAL PROS Do It Better)!

The Pitfalls of DIY Investors (And How REAL PROS Do It Better)! Mark Tepper

304 views - 1 year ago

Don’t Sell Your Business Until You Watch This (Or Risk Losing Millions)

Don’t Sell Your Business Until You Watch This (Or Risk Losing Millions) Mark Tepper

98 views - 1 year ago

5 Investing Mistakes Wrecking Your Portfolio

5 Investing Mistakes Wrecking Your Portfolio Mark Tepper

1.6K views - 1 year ago

Investing in Venture Capital (Explained Simply)

Investing in Venture Capital (Explained Simply) Mark Tepper

1.5K views - 1 year ago

Private Equity Explained So Even Kids Get It!

Private Equity Explained So Even Kids Get It! Mark Tepper

3.4K views - 1 year ago

The Two Financial Laws the Ultra Wealthy Live By Every Single Day

The Two Financial Laws the Ultra Wealthy Live By Every Single Day Mark Tepper

848 views - 1 year ago

Warren Buffett Is Stepping Down: What Investors Can Learn from the GOAT

Warren Buffett Is Stepping Down: What Investors Can Learn from the GOAT Mark Tepper

866 views - 1 year ago

The Truth About America’s Exploding National Debt and How It Affects You

The Truth About America’s Exploding National Debt and How It Affects You Mark Tepper

1.8K views - 1 year ago

How to Think Like a Billionaire and Transform Your Wealth Strategy

How to Think Like a Billionaire and Transform Your Wealth Strategy Mark Tepper

199 views - 1 year ago

Breaking Down the New 40% Millionaire Tax Proposal and Its Impact on You

Breaking Down the New 40% Millionaire Tax Proposal and Its Impact on You Mark Tepper

752 views - 1 year ago

Three Major Recession Warning Signs and How to Protect Your Portfolio Now

Three Major Recession Warning Signs and How to Protect Your Portfolio Now Mark Tepper

227 views - 1 year ago

Are Tariffs Good or Bad for the US Economy? The Real Story Explained

Are Tariffs Good or Bad for the US Economy? The Real Story Explained Mark Tepper

1K views - 1 year ago