Have you had THAT talk with your partner yet?

Hey there! Welcome to the Independent Money newsletter ?? We’ll be exploring the latest financial news and discussing how it affects entrepreneurs like you. Plus, we'll share some awesome wealth creation insights from successful entrepreneurs that you won't find anywhere else.

Let’s dive in! ??♂?

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In this newsletter, we’ll discuss:

• Tax Savings Tip: Ankur Nagpal (founder of Ocho) shares an incredibly valuable tax savings tip for entrepreneurs making $300K+ a year.
• Money Lessons From Couples Married For 10+ Years: Ramit Sethi runs a popular podcast where he talks to couples about love and money. Here are 5 lessons to have a healthy relationship with your partner about money

Tax Savings Tip

Are you making over $300,000 per year as a business owner? If so, check out this tip from our founder:

Money Lessons From Couples Married For 10+ Years

Ramit Sethi runs a popular podcast on managing money with your partner.

Here are the five common pieces of advice from these couples that he recently shared on Twitter:

1. Make sure you have chemistry when it comes to money. If you and your partner share the same values, money management is a lot easier.

2. Don't try to change the other person. Change is possible, but very few of us truly meet our partner where they are and work to create a shared vision together. Without that, change is really hard.

3. Talk about money A LOT. My wife and I have time set aside every month.

4. Make big financial decisions together. By getting the big stuff right, you don't have to worry about your spouse's daily latte habit.

5. Lean on each other when times get rough. By working as a team, you can play to each of your strengths and learn from each other.

What’s Happening at Carry?

Here’s what you can expect in the coming weeks

See the full list of events here. ?

How to Pay Less in Taxes in 2024 (For Business Owners)        

As we bring in the New Year, it’s time to uncover some key tax optimization strategies that could save you thousands, or even tens of thousands, of dollars come tax season. Business owners have many tax write offs and deferral opportunities that aren’t available with just a W-2 income. This workshop outlines a step-by-step plan to reduce your tax bill for this year, and your key action items.

Sign up here

Investing in Crypto with Tax-Advantaged Accounts        

Join us for a special live workshop (free) on investing in crypto with tax-advantaged accounts. Investing in crypto can be lucrative (while risky) — but doing it from a tax-advantaged account can multiply the benefits.

You’ll learn:

• How to invest in crypto from your Roth IRA regardless of how much money you make
• How business owners can funnel an additional ~$70K every year into their Roth accounts
• How to handle compliance of investing in crypto from a retirement account

Sign up here

QUICKSTART: Overview of Carry Platform + Demo        

Whether you’re thinking about joining Carry or just curious to learn what we’re all about, this workshop is tailored just for you!

Join us as we dive into all the ways Carry can simplify your financial journey and streamline tax processes.

Sign up here

Want More?

Still can’t get enough? Well, we’ve got you covered!

Think your friends might like it? Be sure to?share it with them! ??

If you want?more resources?on building wealth as a solopreneur/entrepreneur, check these out:

• The Solo 401k handbook?
• Common Solo 401k FAQ
• What is a Solo 401k?
• How to Open a Solo 401k
• Solo 401k Contribution Calculator?