Hosted by Paavan Kotini

The Effortless Wealth Podcast

Straight talk on tax strategy, wealth coordination, and building the financial clarity that high earners actually deserve. Hosted by Paavan Kotini.

Hosted by Paavan Kotini, CFP

Why Your CPA and Your Wealth Manager Are Never in the Same Room

Paavan breaks down the silo problem most high earners don't see until a capital event forces the conversation.

Hosted by Paavan Kotini, CFP

The Effortless Wealth Podcast

Every episode is a candid conversation on what it actually takes to build and protect first-generation wealth. Paavan and his guests cover advanced tax strategy, business exits, estate coordination, investment decisions, and the moves most advisors never bring up. No jargon, no pitch decks. Just the clarity that high earners deserve.

Latest Episodes

Ep. 18

Why Your CPA and Your Wealth Manager Are Never in the Same Room

Paavan breaks down the silo problem most high earners don't see until a capital event forces the conversation.

38 min

Ep. 13

What a Virtual Family Office Actually Does in Year One

From the Discovery and Risk Assessment through the first tax strategy, Paavan walks through the 90-to-120-day value window new clients experience.

47 min

Ep. 14

Estate Planning Is Not a Document. It Is a Conversation.

The will your attorney drafted five years ago and the assets you own today may not match. Paavan explains the coordinated review that closes the gap.

36 min

Ep. 15

RSUs, Stock Options, and the Tax Timing Problem Executives Miss

Vesting and exercising decisions that look simple in isolation can cost seven figures in unnecessary tax. Paavan maps the landmines.

41 min

Ep. 16

Business Sale Preparation: The 3 Years That Actually Matter

Most founders think about the exit in the final year. The advisors who save them the most started working three years out.

52 min

Ep. 17

The 98% of the Tax Code Most Advisors Never Touch

Proactive tax planning means working before December 31, not after. Paavan walks through what that actually looks like.

44 min

Browse All Episodes

Guest Appearances

Paavan has been a featured guest on podcasts and programs covering entrepreneurship, financial independence, and leadership. A selection of recent appearances.

The Athlete Money Show

Career Windows and the Financial Coordination Athletes Need Before the Final Season

Ep. 33,
46 min

Dental Success Podcast

Advanced Tax Planning for Practice Owners: Beyond the Solo 401(k)

Ep. 49,
42 min

Wealth Built Differently

The Virtual Family Office Model for First-Generation Wealth Builders

Ep. 112,
55 min

The Executive Edge

RSUs, Deferred Comp, and the Layered Tax Problem Executives Face

Ep. 61,
38 min

Founders Finance Podcast

What Business Owners Miss Before the Exit

Ep. 88,
44 min

The Physician Wealth Show

Coordinated Financial Planning for High-Income Physicians

Season 4, Ep. 22,
51 min

Could you be a guest?

If you are a financial professional, entrepreneur, or subject-matter expert with something real to say about building and protecting wealth, Paavan would like to hear from you. Guest conversations are substance-first, no promotional pitches required.

See What Proactive Tax Planning Could Return

Use our Tax Saving Estimator to get a quick sense of what coordinated strategy might mean for your bottom line, before a single call.

Important disclosure: Kotini & Kotini coordinates wealth strategy through credentialed RIA partners who operate in a fiduciary capacity. K&K does not custody assets, execute trades, or make portfolio decisions directly. Legal services are facilitated through partner attorneys. See our full disclosures page for the complete description of the coordination model and partner relationships.