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Hello!
I'm David Dedman, ChFC®, AWMA®
I help highly compensated executives and medical sales professionals transform their careers into wealth.
Transparent, Equitable, Flat Fees
$550 monthly flat fee ($6,600) per client
household. Includes ongoing financial planning, unlimited investments, and year-round tax planning.

Here are a few of the organizations whose professionals we’ve worked with:















Getting killed on taxes?
Highly compensated executives like you are busy and often overpay in taxes due to a lack of time and specialized knowledge. My proprietary TaxPulse™ strategy uses advanced software to identify every possible deduction and credit, maximizing your savings.
We also help with wealth management, stock options, and retirement planning, so you can achieve financial freedom and transition smoothly from work whenever you're ready.
Contact me today for a personalized strategy.


David Dedman

00:48
Writing Off a Business Vehicle? Think Twice! ššø
A huge tax deduction sounds amazing, but thereās a catchāand it could cost you later.
ā
Yes, you can deduct a big chunk (even up to 100% with bonus depreciation).ā ļø But hereās the downside:
Personal use? The IRS limits what you can deduct. Mix business and personal miles? You better keep detailed records or risk losing deductions.
Selling the vehicle? The IRS might claw back that deduction through depreciation recapture, meaning a surprise tax bill when you offload the car.
Alternative? If you choose the standard mileage deduction, you get smaller annual deductions but avoid the complexity and tax hit later.
Big write-off now or less tax pain later? Know the trade-offs before you commit! š¦
#BusinessTaxTips #VehicleWriteOff #TaxSmart #smallbusinesstips
Learn tips & strategies to get the most out of your money.
Get started today ā https://www.pulsewealth.co/financial-assessment
Subscribe to be notified for future videos: @DaveKnowsMoney
___________
For more resources and content, check me out below!
š Subscribe to my channel to learn more about all things money @DaveKnowsMoney
š¬ Subscribe to my blog https://www.pulsewealth.co/subscribe
š· Connect with me on Instagram https://www.instagram.com/daveknowsmoney
š Follow me on Linkedin https://www.linkedin.com/in/daviddedman/

00:38
NUA: The Hidden Tax Loophole You Need to Know
Got company stock in your 401(k)? Don't cash out yetāthereās a secret strategy that could save you thousands: Net Unrealized Appreciation (NUA).
Hereās the play: Instead of rolling your company stock into an IRA (where withdrawals get taxed as ordinary incomeš¬), transfer it to a brokerage account. The cost basis gets taxed now, but the growth? That gets hit with lower long-term capital gains rates later. Less tax, more money in your pocket. š°
NUA isnāt for everyone, but when it worksāitās a game changer. Got company stock? Know your options! š„
Learn tips & strategies to get the most out of your money.
Get started today ā https://www.pulsewealth.co/financial-assessment
Subscribe to be notified for future videos: @DaveKnowsMoney
___________
For more resources and content, check me out below!
š Subscribe to my channel to learn more about all things money @DaveKnowsMoney
š¬ Subscribe to my blog https://www.pulsewealth.co/subscribe
š· Connect with me on Instagram https://www.instagram.com/daveknowsmoney
š Follow me on Linkedin https://www.linkedin.com/in/daviddedman/

01:00
Roth vs. Traditional IRA: The Retirement Tax Battle š„š°
Both help you build wealth, but the key difference? When you pay taxes.
š„ Roth IRA: Pay taxes now, but then watch your money grow tax-free. Every dollar in your account belongs to youāno taxes on gains, no taxes on withdrawals in retirement. That means decades of compounding growth without the IRS taking a cut! Perfect if you expect to be in a higher tax bracket later or want to avoid taxes on withdrawals.
š¼ Traditional IRA: Get a tax break today, letting you invest more upfront. Your money grows tax-deferred, meaning it compounds without immediate tax hitsābut once you retire, the IRS gets its share when you withdraw. If you expect to be in a lower tax bracket later, this could save you money.
Both can build serious wealth, but the right choice depends on future tax rates, retirement goals, and income needs. Plan ahead, and let your money work smarter for you! š
Learn tips & strategies to get the most out of your money.
Get started today ā https://www.pulsewealth.co/financial-assessment
Subscribe to be notified for future videos: @DaveKnowsMoney
___________
For more resources and content, check me out below!
š Subscribe to my channel to learn more about all things money @DaveKnowsMoney
š¬ Subscribe to my blog https://www.pulsewealth.co/subscribe
š· Connect with me on Instagram https://www.instagram.com/daveknowsmoney
š Follow me on Linkedin https://www.linkedin.com/in/daviddedman/

00:46
Debit vs. Credit: The Battle for Your Wallet
Every time you pay, you face the ultimate choiceādebit or credit? Itās more than just a swipe; itās a financial strategy.
Debit cards pull money instantly from your bank account. No debt, no interest, no problemāunless fraud strikes. Lose cash? You might wait weeks to get it back. No rewards, no credit-building, just straight-up spending.
Credit cards give you a bufferāyou borrow now, pay later. Perks like cashback, travel points, and fraud protection make it a power move. But hereās the catch: spend more than you can afford, and debt piles up fast. Interest rates? Brutal.
So, which one wins? Debit for discipline, credit for benefits. The real key? Know your habitsāthen play your card right.
Learn tips & strategies to get the most out of your money.
Get started today ā https://www.pulsewealth.co/financial-assessment
Subscribe to be notified for future videos: @DaveKnowsMoney
___________
For more resources and content, check me out below!
š Subscribe to my channel to learn more about all things money @DaveKnowsMoney
š¬ Subscribe to my blog https://www.pulsewealth.co/subscribe
š· Connect with me on Instagram https://www.instagram.com/daveknowsmoney
š Follow me on Linkedin https://www.linkedin.com/in/daviddedman/
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