Oh Tony...he's got so much to say. I didn't realize the second step had NINE parts to it. In a seven part series step number two has nine parts...it took me a while to get this one out! But it's ready and I hope it helps you. In step number two Tony exposes nine myths in the financial and retirement planning world so here's my take on what he says.
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You can work with The Teller, The Trickster, The Team-Player, The Time-Saver or The Total Package in this industry. Here's how to know who each of these characters are, what to look out for and how to get what you really want.
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I'm re-reading Tony Robbins' book Money Master the Game. The PDF is 1127 pages long so he's got a lot to say on the subject! This episode will start a seven part series on his seven steps to financial freedom. Step number one...get in the game, choose an amount of money to save every month and automate it. I'm going to share a tool that I use that automatically saves money for me every time I use my debit card.
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I love teaching. I love learning. I love analogies. To me a good analogy is worth it's weight in gold. Forget that analogies don't weigh anything and just enjoy the...analogy to gold. In this episode I'm going to share with you some of my favorite analogies in the investing world. The best teachers take complicated things and make them simple and that's what I hope to do with this show. It'll be like a day at the spa: enjoyable and helpful.
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My belief is that if you understand the three ways financial advisors get paid you willl be better equiped to protect yourself from paying unecessary fees. Knowledge is power and applying that knowledge is even better. Listen in as I strip down how advisors get paid and offer my thoughts.
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Imagine for a moment that the company you were about to invest your entire nest egg with said "by the way, we're not going to do what's best for you but rather do what pays us the most money...no matter how that impacts your accounts". Would you still do business with them? Many of you are doing business with these compamies without realizing it so let's dig into Revenue Sharing Agreements.
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This has been one of my key principles for fourteen years now. No matter where you invest your money every investment works the same: if it grows you're good, if you make exactly what you take out you're still good but if you make less than you take out...that's where every tool fails but one. Listen in and learn how every plan is a "Spend Down" plan but only one choice has Retirement Income Insurance if you run out of money.
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Happy Valentines Day Y'all! Here's a short episode that will show you how to have multiple Valentine-like dates every month without increasing your expenses at all. Enjoy!
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I had a very successful Retirement Planning TV show and decided to shut it down completely. I did this for you...listen in to find out why and how this can help you. If you'd like to see all past episodes you can go to www.CharlieOnTV.com
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Now that we know that tolerating risk is not as profitable as it used to be...what other discomfort can make us those same high returns that stomaching losses used to? I believe it's the discomfort of going against the grain and not doing what everybody else it doing. Listen in to find out what I mean.
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I wanted to follow up my interview with David McKnight with a deeper dive on the discounted taxes you can choose to pay over the next seven years. Here are my thoughts on what to do and an example for high income earners.
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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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