cover of episode U.S. Tax Code is an "Abomination" - Here's Tips To Navigate It with Former TurboTax CEO Bill Harris

U.S. Tax Code is an "Abomination" - Here's Tips To Navigate It with Former TurboTax CEO Bill Harris

2024/8/15
logo of podcast Money Rehab with Nicole Lapin

Money Rehab with Nicole Lapin

Chapters

Nicole Lapin interviews Bill Harris, a prominent figure in the fintech industry. They discuss Harris's extensive experience with companies like PayPal, Intuit, and TurboTax, exploring the evolution of fintech and the challenges of a fragmented financial system.
  • Bill Harris held leadership roles at 11 major fintech companies.
  • The "PayPal mafia" included figures like Elon Musk and Peter Thiel.
  • Harris emphasizes the increasing fragmentation of financial accounts.

Shownotes Transcript

Nicole talks a lot about how investing can help you grow wealth… but you know how you keep wealth? Smart tax strategy.

Sure, tax talk can feel stressful, but the more we can bring ourselves to face it head-on, the more money we can keep in our pockets. Today, Nicole talks taxes with Bill Harris, who has held senior leadership positions at a handful of big fintech companies (PayPal, Intuit and TurboTax, Nirvana Money, One, and now Evergreen Money). In this episode, they talk about the tax tips and tricks the rich use— and you should too. 

Check out Bill's new fintech company, Evergreen, here: https://www.evergreenmoney.com/