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.

1. Structured walkthrough of Chris Miles' own tax and insurance review process
2. Frames recovered dollars as cash flow found, not new income earned
3. Targets insurance restructuring opportunities most advisors never raise
4. Covers legal deduction categories tied to home office, side business, family trust
5. 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.