David's new movie, The Power of Zero: The Tax Train is Coming, is so compelling, so convincing...so scary for Americans that I felt compelled to interview him again. Listen in to see how important it is that you make some changes over the next several years...before it's too late. This episode could save you tens to hundreds of thousands of dollars in taxes alone.
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Ok last part of this four part series. On this episode I'm going to discuss how to transfer your assets to charities and loved ones based on your goals. I'll get into how to have a bunch of life insurance without paying for it which is fun. I'll also cover some estate multiplier (how to leave more money behind) techniques as well as a bit of talk on Estate taxes.
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This is my favorite stage of retirement planning! It's time to turn this nest egg into a lifetime income stream and in this episode I'm going to cover the safest ways to do that, how to get much, much higher income and how to avoid running out of money. This one is the big daddy as all of retirement planning is about replacing your lost income when you finally stop working.
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The second stage of retirement planning is Accumulation. In this episode I delve into how to earn true compound interest, how to handle bear markets and what services are really worth paying for to help you grow your money.
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There will be no money for retirement if you don't make contributions so let's dig into how much to contribute, where to invest it, for how long, etc. This is the first in a four part series on the Four Stages of Retirement Planning. Let's do it!
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Bear Markets are actually good for us! I've been studying bear markets recently and found some very interesting information. On this episode I'm going share what I've learned. Check it out!
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Here's part three, and the most important, of this three part series. If you'd been in the market since 2000, taking an income, you would have drained your accounts because the market has not done well. Listen in to hear why.
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Abby Duenas is the one most of you will work with if you get in touch with us for some help. On this episode we are going to do a deep dive into crediting strategies which is how you make money in indexed accounts. When the market goes up how much do you get? How do you beat the market using less to no risk? Listen in and find out more!
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On the last episode I talked about how much you would have made if you were in the market...meaning you bought the S & P 500 with no advisor fees, in the year 2000 and held it until now. This episode is about how much you would have made, since the year 2000, in the fake, scam portfolios that the Joker Brokers gave you to distract you from seeing that the market does better than they do.
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OPM is "Other People's Money", AUM is "Assets Under Management" and LTC is "Long Term Care". Simply put: I want to teach you how to get other people to pay for your medical expenses.
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