# Seven Figures, Zero Excuses: Tax Strategy, Liquidity & Growth w/ Oleg Bortmann

Page: https://stenobird.com/podcast/uncommon-wealth-podcast-7762972/seven-figures-zero-excuses-tax-strategy-liquidity-growth-w-oleg-bortmann
Text version: https://stenobird.com/podcast/uncommon-wealth-podcast-7762972/seven-figures-zero-excuses-tax-strategy-liquidity-growth-w-oleg-bortmann.md
Podcast: [Uncommon Wealth Podcast](https://stenobird.com/podcast/uncommon-wealth-podcast-7762972)
Published: 2025-12-01T02:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/jmacwealth/episodes/Seven-Figures--Zero-Excuses-Tax-Strategy--Liquidity--Growth-w-Oleg-Bortmann-e39hihj
Audio file: https://anchor.fm/s/1081f6694/podcast/play/109676531/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-9-14%2F409268549-44100-2-7a3f1b3e3e5b1.mp3
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JSON: https://stenobird.com/v1/public/podcasts/uncommon-wealth-podcast-7762972/episodes/seven-figures-zero-excuses-tax-strategy-liquidity-growth-w-oleg-bortmann
Duration seconds: 2046

## Resource

Oleg Bortmann, CEO & co-founder of The Brokery—a premier boutique brokerage redefining luxury real estate in Phoenix and Scottsdale. Oleg shares his immigrant-to-entrepreneur story, the pivot from pharma to property during the Great Recession, and the systems behind scaling to five offices and 100+ agents while keeping a white-glove, concierge experience.We dive into:Working on the business vs. in it—and why boutique doesn’t mean smallBuilding agent-centric culture, tiered production standards, and true mentorshipThe moment seven-figure years changed his view of tax strategy vs. tax complianceAsset protection: LLCs per property, umbrella coverage, estate planningLiquidity on demand: HELOCs and lines of credit vs. waiting for approvalDiversification beyond real estate (yes, even buying a soccer club in Spain)Family, legacy, and designing a life you actually wantIf you’re a founder, team lead, or top producer who cares about scale and service, this one’s for you.

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## Transcript

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