Founder @ Carry, Silly Money, Teachable | Build durable wealth with proven tax, finance, & business tactics
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10 playbooks
Joined: 2026-02-10 · Last active: 2026-03-13
About
Founder @ Carry, Silly Money, Teachable | Build durable wealth with proven tax, finance, & business tactics
Expertise: Finance for Operators, Education & Coaching
Published Playbooks
Tax-Smart Business Ownership Playbook [Finance for Operators] — Unlock a proven framework for reducing taxes and maximizing retirement funding through smart compensation strategies, deductible planning, and retirem…
Notion Tax Playbook [Education & Coaching] — Access a comprehensive Notion-based tax playbook that helps you optimize deductions, understand tax brackets, and identify credits to maximize take-ho…
Solo 401k Setup Guide [Finance for Operators] — Access a practical guide to establishing a Solo 401(k) and maximizing tax-advantaged retirement contributions, enabling high-earners to shelter substa…
Box Spread Loan Guide: Tax-Efficient liquidity [Education & Coaching] — Unlock a tax-advantaged path to liquidity by leveraging box spread loans. This guide explains the 1256 tax treatment and how it can lower your after-t…
Tax Write-off Optimizer Tool [Finance for Operators] — An easy-to-use tool to organize and maximize deductible expenses, delivering audit-ready records and actionable insights to save time and improve tax …
PTET Guide: Pass-Through Entity Tax Strategy [Finance for Operators] — Unlock a comprehensive guide to PTET (Pass-Through Entity Tax) tailored for S-Corp and partnership owners. Learn how state-level deductions translate …
Direct Indexing Tax Alpha Guide [Education & Coaching] — A comprehensive guide to direct indexing and scalable tax-loss harvesting that reveals when this approach makes sense, which providers to consider, an…
Tax-Loss Harvesting Guide: Reduce Taxes on Investment Gains [Education & Coaching] — A comprehensive guide detailing tax-loss harvesting strategies to offset investment gains, reduce taxable income, and maximize after-tax returns. Lear…
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