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SAN FRANCISCO - Californer -- The latest episode of Financial Freedom and Wealth Trailblazers Podcast features a compelling conversation with Rachel Farris, CPA and founder of Maximize Wealth, a leading advisor for high-net-worth individuals and businesses relocating to Puerto Rico. In this in-depth episode, Rachel unpacks the complexities and powerful opportunities within Puerto Rico's Act 60 tax incentive program.
Listen to the episode here: https://open.spotify.com/episode/38NgjevzRzARcs...
The conversation dives into:
"Too often, people only hear about the 4% tax rate or the 0% on capital gains — but they don't hear about what it really takes to live in Puerto Rico and build something sustainable," said Rachel. "This episode breaks down the strategy behind the headlines."
More on The Californer
With years of hands-on experience guiding clients through every stage of relocation and tax planning, Rachel offers grounded insights not just on the financials — but on the human side of choosing Puerto Rico as home.
Listen Now:
Spotify: https://open.spotify.com/episode/38NgjevzRzARcszjINHUho?si=46b9bb23b23a46a3
Apple Podcasts, Google Podcasts, and other platforms available.
Listen to the episode here: https://open.spotify.com/episode/38NgjevzRzARcs...
The conversation dives into:
- How Act 60 transforms the tax landscape for entrepreneurs, crypto investors, and service-based businesses.
- Misconceptions and compliance pitfalls — and how to avoid them.
- The long-term vision of building a thriving, values-aligned community in Puerto Rico.
"Too often, people only hear about the 4% tax rate or the 0% on capital gains — but they don't hear about what it really takes to live in Puerto Rico and build something sustainable," said Rachel. "This episode breaks down the strategy behind the headlines."
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With years of hands-on experience guiding clients through every stage of relocation and tax planning, Rachel offers grounded insights not just on the financials — but on the human side of choosing Puerto Rico as home.
Listen Now:
Spotify: https://open.spotify.com/episode/38NgjevzRzARcszjINHUho?si=46b9bb23b23a46a3
Apple Podcasts, Google Podcasts, and other platforms available.
Source: Rachel Farris, CPA
Filed Under: Business
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