Tax Strategy and Wealth Planning by Rebecca Walser
Rebecca Walser is Founder and CEO of Walser Wealth Management, a national advisory practice serving retirees, business owners, and high-net-worth individuals.([turn0search24]) Credentials include JD, LLM in Tax, MBA from LSE, and CFP certification.([turn0search28]) Author of Wealth Unbroken, she guides clients through tax diversification, retirement planning, and market cycles, including the integration of crypto as inflation hedges.([turn0search35])
Walser hosts the podcast Crashes and Taxes, with episodes dissecting global financial crises, tax planning, and digital asset adoption.([turn0search28]) Media appearances on Fox Business, Yahoo Finance, and The Street have accrued more than 100 national segments.([turn0search28], [turn0search9]) In a July 2025 segment, comment on crypto’s potential to replace the U.S. dollar spurred multi-platform attention.([turn0search9], [turn0search32]) Annual income, combining advisory fees, book royalties, and media work, is estimated at US $5–6 million, aligning with her asset management role and personal net worth. With dual expertise in tax and digital finance, Walser remains a trusted voice on crypto’s place within wealth strategy and macroeconomic transformation.
Exploring AI's impact on markets and election effects, Rebecca Walser discusses
Rebecca Walser, president at Walser Wealth Management, discussed recent market developments on Bloomberg BusinessWeek Radio, including the influence of AI and potential effects following the U.S. ...
Rebecca Walser: Discusses current market developments and inflation at NYSE
Rebecca Walser, president of Walser Wealth Management, joined an interview at the New York Stock Exchange to discuss current market developments, inflation, and the Federal Reserve. Walser ...
America has lessons to take from France’s financial crisis, Rebecca Walser discusses
Rebecca Walser, president of Walser Wealth Management, discussed what America can learn from France’s financial crisis during a broadcast with ScottTheCowGuy. In her remarks, Walser shared her ...
Rebecca Walser: Key points for investors in chip stocks and earnings season
Rebecca Walser, president of Walser Wealth Management, discussed her views on chip stocks, recent earnings developments, and what she believes investors should focus on in the current market ...
Upcoming CPI and PPI reports could impact markets, Rebecca Walser discusses
Rebecca Walser, president of Walser Wealth Management, said on BBC News that investors should pay attention to the upcoming Consumer Price Index (CPI) and Producer Price Index (PPI) reports and ...
Rebecca Walser: European economic pressure could impact U.S. markets
Rebecca Walser, president at Walser Wealth Management, discusses concerns about mounting economic pressures in Europe and how these challenges may influence U.S. markets. Walser joined a ...
Investments like SpaceX, Microsoft and gold discussed in Orlando, Rebecca Walser notes
Rebecca Walser, president at Walser Wealth Management, joined Fox Business from the MoneyShow in Orlando to discuss her current investment interests. Speaking before a live audience, she ...
Rebecca Walser: Key risks identified in current market environment
Rebecca Walser, president at Walser Wealth Management, appeared on Bloomberg to discuss what she sees as some of the most significant risks in the current environment and the advice she is giving ...
Bonds and equity market trends discussed, Rebecca Walser notes
Rebecca Walser, president at Walser Wealth Management, appeared on Bloomberg Radio to discuss bonds, the equity market, and related financial topics. She invited listeners to learn more about her ...
Rebecca Walser: A.I. and market trends discussed on CNBC London
Rebecca Walser, president at Walser Wealth Management, appeared on CNBC in London to discuss a wide range of topics including artificial intelligence, yields, and global market trends. Walser ...
Semiconductors and cybersecurity market updates discussed, Rebecca Walser notes
Rebecca Walser, president at Walser Wealth Management, joined Fox Business to discuss market conditions ahead of Warsh’s highly anticipated speech. She also highlighted recent developments in ...
Rebecca Walser: Market outlook includes analysis of SpaceX and DDOG
Rebecca Walser, president at Walser Wealth Management, joined Fox Business last week to share her latest perspectives on the market. She discussed her outlook, with specific attention to SpaceX ...
Young adults increasingly turn to family support for housing, Rebecca Walser notes
Rebecca Walser, president at Walser Wealth Management, discussed the rising trend of young adults relying on the so-called "Bank of Mom and Dad" to achieve homeownership. She joined Scott The Cow ...
Rebecca Walser: AI boom creates new stock opportunities in today’s market
Rebecca Walser, president at Walser Wealth Management, discusses her views on stock opportunities emerging from the ongoing AI boom. She recently shared her latest stock picks and perspectives ...
Current market trends reveal emerging opportunities, Rebecca Walser analyzes
Rebecca Walser, president at Walser Wealth Management, breaks down the current market landscape and investor sentiment, outlining where she sees opportunities for investors moving forward. She ...
Rebecca Walser: AI-driven capital expenditure continues to influence market trends
Rebecca Walser, president at Walser Wealth Management, discussed the continued impact of AI-driven capital expenditure on market narratives during an appearance on Schwab Network last Thursday. ...
AI trade outlook and market volatility shape picks, Rebecca Walser notes
Rebecca Walser, president at Walser Wealth Management, shared her perspective on the AI trade, discussed current market volatility, and outlined a selection of her top stock picks in a recent ...
Rebecca Walser: Government spending remains a key issue for investors
Rebecca Walser, president at Walser Wealth Management, joined Scott The Cow Guy to discuss the policies currently shaping the economy and the challenges impacting economic growth. She highlighted ...
S&P 500 may hit 8,000 amid strong AI investment, Rebecca Walser discusses
Rebecca Walser, president at Walser Wealth Management, discussed her market outlook in a recent appearance on Bloomberg TV. She explored whether the S&P 500 could reach 8,000 by year-end, the ...
Rebecca Walser: IPO activity, Fed policy and market outlook discussed on twoWay TV appearance
Rebecca Walser, president at Walser Wealth Management, appeared on The Morning Meeting via twoWay TV to discuss recent IPO activity, the Federal Reserve, and expectations for market developments. ...
Inflation, rate hikes, and markets remain in focus, Rebecca Walser discusses
Rebecca Walser, president at Walser Wealth Management, joined a recent discussion on Clarity Day to examine what is next for the Clarity Act. She also addressed major topics including inflation, ...
