On this channel, Stephen Lee shares proven strategies to help high earners, business owners, and professionals keep more of what they make, minimize taxes, and build lasting wealth.

Whether you’re optimizing your S-Corp, investing smarter, or managing 1099 income, this channel gives you the tools to make confident money moves backed by real client experience.

Subscribe for smart, actionable advice and take control of your financial future.

Apply for my 5-session Business Owner Bootcamp to create your personalized strategic tax plan, including quarterly tax planning, deductions, and reasonable compensation → https://stephenleecpa.com/business-ow...

00:00 Introduction: Transform Your Financial Life

00:28 Understanding Your Financial Foundation

01:53 Calculating Your Net Worth and Cash Flow

03:57 Building Your Emergency Fund

05:34 Strategies for Debt Elimination

07:26 Investing Basics: Making Your Money Work

10:20 Advanced Wealth Building Strategies

12:25 Mindset Shifts for Financial Success

14:05 Creating Multiple Income Streams

15:49 Protecting Your Wealth

17:06 90-Day Financial Transformation Plan

19:32 Taking Action: Start Today

20:34 Conclusion: Commit to Your Financial Journey

The information provided on this channel is for general information and entertainment purposes only. It is not intended to serve as legal, financial, or tax advice. You should not act or refrain from acting on the basis of any content included on this channel without seeking appropriate legal, tax, or other professional advice specific to your individual circumstances. The use or reliance on any information contained on this channel is solely at your own risk.