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Renovating Retirement With Charlie Jewett

Charlie Jewett, the Financial Service Industry Whistle-Blower, confronts the industry and reveals all of the tricks, lies and scams used to steal money from consumers. In addition Charlie will teach you EVERYTHING you need to know to make your own financial decisions and live the retirement of your dreams. Learn the Three Pillars of Financial Deception used every day by the bad guys. Learn the amazing Five Lives of Retirement Test you can use to hold any Financial Service professional accountable to doing what's best for you. Learn the industry-changing MERIT Planning Model for continually improving your finances. If you like to see the crooks exposed and publicly embarrassed, while simultaneously improving your own financial life then subscribe today. Surprising, Irreverent, Eye-Opening, Super Helpful and a whole lot of fun!
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Renovating Retirement With Charlie Jewett
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Now displaying: August, 2016
Aug 28, 2016

Dollar Cost Averaging is a very popular strategy when you are saving money for retirement. When you retire, and begin taking money out of retirement accounts, Reverse Dollar Cost Averaging presents a problem and it's important to understand this problem. On this episode I will explain Reverse Dollar Cost Averaging and teach you what to do about it.

Aug 21, 2016

In this episode I'm going to teach you how to use mortgages to supercharge any type of monthly or annually funded investing you are doing. If you are putting money into 401ks, IRAs or mutual funds monthly or annually there's a better way that can net 91% more money at no extra cost!

Please Rate and Review The Show HERE

Aug 12, 2016

The last four shows have proven that home equity fails every test of a wise investment and that no one can say that paying off your mortgage is a conservative strategy. So, if you are not going to pay off your mortgage, where should you be storing/building up your home equity? This episode will introduce you to the concept of the Equity Savings Account. We need a place to store home equity that is Liquid, Safe, earning a good Rate of Return and provides Tax Deductions. I found it!

Please Rate and Review The Show HERE

Aug 6, 2016

This is the final episode of the four episodes where I show that home equity fails ALL of the tests of a wise and good investment. Besides failing the Liquidity Test, The Safety Test and The Rate of Return Test home equity also hurts you on your taxes, causing you to pay more than you should, so it fails The Tax Treatment Test. Listen to this final episode and then in future episodes I'll show you where my clients have been safely storing their home equity for over eleven years now.

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Aug 4, 2016

What's the rate of return you earn on your home equity? Did you say "Oh, over the last 30 years homes appreciated about 5-7%" or something like that? You just made a mistake that's costing you thousands of dollars per year and causing you to carry unnecessary risk. Homes appreciate but the dollars you store INSIDE of your home (Home Equity) has no rate of return. At best you are saving the net cost of a tax-deductible mortgage payment which might be 2.8%-3% in 2016. Listen in to hear why home equity fails the rate or return test and what to do about it.

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Aug 2, 2016

In this episode I'll cover the second proof that paying off your mortgage is a dangerous and unwise financial decision based on outdated data. Home equity is not safe from depreciation, foreclosure or natural disaster even if you carry insurance. Listen in and find out how home equity fails not just the second test but ALL tests of a wise and conservative investment.

Please Rate and Review The Show HERE

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