Keeping Your Money While Reducing Your Tax Liability with Jake Ackerman – Chiro Hustle Podcast 716

INTRODUCING JAKE ACKERMAN
In this episode of the Chiro Hustle Podcast, host James Chester sits down with Jake Ackerman, a seasoned wealth advisor, founder of Ackerman Financial Group, and a former professional trader. Jake brings a bold message that hits home for chiropractors: you’re likely leaving tens or even hundreds of thousands on the table every year due to poor tax planning.
This conversation is packed with practical strategies and stories from the front lines of financial literacy, tax mitigation, and wealth optimization specifically for chiropractors and small business owners.
HIGHLIGHTS
- Jake’s mission: help clients pay as close to ZERO in taxes legally and ethically.
- The missing link: CPAs often do compliance, but not strategy. Jake’s team does both.
- A powerful client case: taking a practice from 60-hour weeks and razor-thin margins to $250k in bottom-line profit.
- Why long-term tax planning beats one-off strategies every time.
- “Most chiropractors think they’re covered, but they’re not.” Jake breaks down the illusion of security.
- Strategic partnerships with CPAs and tax attorneys make Ackerman Financial Group a financial special ops team for DCs.
ABOUT JAKE ACKERMAN
Jake Ackerman is a seasoned wealth advisor and former professional trader. He is the founder and principal of Ackerman Financial Group, a tax mitigation and asset management firm with over three decades of combined experience. His firm partners with established CPA firms and a seasoned tax attorney group to deliver strategic financial solutions that go far beyond the norm.
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DIVING INTO THE CONVERSATION
Preemptive Tax Planning, Not Reactive Reporting
Jake’s entire model revolves around flipping the typical reactive approach to taxes. Most DCs only see their accountant after the damage is done. Jake’s team builds custom plans before the year even begins, engineered to minimize liability and maximize retained earnings. He shared how one proposal saved a practice $120,000 for the upcoming tax year, before they spent a dollar.
The Emotional Toll of Financial Confusion
Many chiropractors are silently struggling with financial overwhelm. Jake emphasized how avoidance leads to chaos, and chaos leads to burnout. His method? Simplify the numbers. Remove emotion. Build confidence through clarity. Whether it’s buying a building or planning for succession, he gives clients data to make empowered decisions fast.
Team-Driven Strategy and Execution
Ackerman Financial Group isn’t a solo act. It’s a fully integrated team approach. Jake doesn’t just consult, his team implements. They follow through. Weekly calls, real-time adjustments, and tactical support make sure no part of the tax plan is left behind. Chiropractors aren’t just told what to do, they get a partner who makes sure it gets done.
Scaling Without Selling Out
Jake also shares his advice for students and newer DCs: build systems from day one. Think like a business owner, not just a technician. And never assume your CPA has it all handled. Learning how to protect and grow your money is as vital as learning how to adjust.
CLOSING THOUGHT
What Jake delivers isn’t just financial advice. It’s freedom. Freedom to build a life, a practice, and a legacy without being bled dry by preventable taxes. As James says, “If people knew what you know, they’d do what you do.”
HASHTAGS
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