The Net Worth Network

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šŸ‘‹šŸ¼I'm Dani Rae, the Mindful CPA
Helping you GROW: MINDSET & MONEY
šŸŒ±šŸ§ šŸ’µ
Find here a unique take on money matters from a millennial CPA🧮, EducatoršŸ“š & Entrepreneur🧩
Passionate about financial literacy & positive mindset - you NEED BOTH to see RESULTS!

01/14/2026

What would you pay to discover the insider secrets from
an Ex- IRS agent and 30 other wealth, tax, and investment
experts who have all the know-how to literally legally
paying zero tax? How about FREE?
No scammy stuff, just the credits and deductions you as a
business owner, landlord, or 1099 contractor already
qualify to utilize!
Do you want an invitation to acquire tax free wealth?

01/13/2026

Take charge of your own financial education. The more you learn about money, the less it controls you. That's why we put education first. We teach the important financial literacy basics and then help you build a plan that works for you and your family.

Looking for a long term plan that meets you where you are? Contact me for a free Financial Needs Analysis today.

01/13/2026

If someone depends on your income to live (your kids, your spouse, even an aging parent) you need term life insurance.

It's not about fear. It's about responsibility.

We are taking new clients! Contact me for a free quote.

01/11/2026

01/07/2026

We helped a 70 year old gentleman with a solid financial gameplan today.

It reminded me no matter what age you are or what your situation is, a solid plan for you is possible!

If you are thinking about your financial goals this new year, reach out to me and schedule your free consultation today!

01/07/2026
10/24/2025

10/20/2025

šŸ’¼ Retired and Tax-Free? Yes, It’s Possible.

Strategic withdrawals can unlock over $100K in retirement income—with $0 in federal tax.
Here’s how a married couple might do it:

āœ… $31,500 from pre-tax 401(k)/IRA (covered by the standard deduction)
āœ… $60,000 in long-term capital gains (taxed at 0% if income stays below the threshold)
āœ… $10,000 from Roth IRA (tax-free retirement)

šŸ’° Total cash pulled: $101,500
🚫 Federal tax owed: $0

This is why diversifying your retirement buckets—tax-deferred, taxable, and tax-free—isn’t just smart, it’s essential.

šŸ“š Retirement isn’t just about saving. It’s about withdrawing wisely.
Let’s make sure your strategy matches your goals.

10/17/2025

Living benefits can be the difference between financial devastation and dignity.

With the right term life insurance policy, you can access funds while you’re still alive—if you face a critical illness, chronic condition, or terminal diagnosis. You don’t have to worry about not being able to work, losing your income, or being able to afford that second opinion.

šŸ’”A smart option especially if you’re still in your building phase—
šŸ“‰ Haven’t stacked up retirement savings yet
šŸ’ø Don’t want to drain your 401(k) or emergency fund
šŸ‘Øā€šŸ‘©ā€šŸ‘§ Just trying to protect your family while you grow

And here’s the good news:
āœ… Term life insurance is more affordable than most people think
āœ… I offer free financial education to help you understand your options
āœ… I’m licensed and ready to help you build a plan that protects your future

šŸ“² DM me to see if you qualify. Let’s build your financial roadmap—starting with protection that works when life doesn’t go as planned.

10/17/2025

You don’t need to be a stock market expert to build wealth. You just need time, consistency, and index funds. šŸ“ˆ
Start with what works:
āœ… Low fees
āœ… Broad diversification
āœ… Long-term growth
Skip all the chaos, just buy index funds from the start. Let compound interest do the rest.

Address

2321 Sir Barton Way Suite 140
Lexington, KY
40517

Telephone

+16065346548

Website

http://thenetworth-network.com/moneyresourceguide, http://thenetworth-network.com/mmmak

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