The last thing that I want to teach you this year is when and why to NOT grow your accounts. Wait...since when is NOT growing your account value a good idea? Well, when there are two accounts, and the IRS only charges taxes on the lower one.....see where I'm going with this? You are going to love this strategy and I'll also introduce you to Bobby Alford who is the very first CMP (Certified Merit Planner) graduate from our new Renovating Retirement College. Just another strategy that may cut your taxes in half!
Please Rate and Review The Show HERE
About Charlie Jewett
Charlie Jewett is an author, speaker, recruiter, trainer, consumer advocate and investment advisor from San Diego, CA. As the “Financial Services Whistleblower” Charlie has been trying to change the way that industry professionals and consumers think about retirement since 2005. With considerable years of experience and an array of professional certifications, Charlie focuses on stock market alternatives combined with tax-free retirement income and provides educational materials that help people to create their ideal retirement plan. He is the host of two podcasts, Renovating Retirement and Target Practice for Advisors, as well as the author of “Renovating Retirement” and “Two Ways to Be Debt Free”, both available on Amazon Kindle.
About Bobby Alford
Bobby Alford has walked an unconventional path to becoming the CEO of Renovating Retirement. He spent 10 years in the US Submarine force, both as an officer and enlisted person, earning a degree in nuclear engineering along the way. Bobby then joined corporate America and worked for a Fortune 50 company in operations, finance, and sales management roles. After getting his MBA, he began working with military veterans to improve their retirement options. At that point he found Charlie Jewett and learned how to truly impact a person's financial life using the MERIT model of planning. Bobby joined Charlie and now uses his skills to grow their company toward achieving the goal of creating $1 billion dollars of annual tax-Free money for their clients.
Website: https://renovatingretirement.com
How do you get a dog to take that pill that you KNOW will create the healing that dog so desperately needs? Hide it in peanut butter baby! As I write my book "Peanut Butter Marketing" I thought I'd share a little of my "Secret Sauce" on how I've been able to help families make major financial decisions over the years. It's really hard for people to move giant sums of money to a stranger...but...if I take the time to make it so perfectly clear, and make the decisions obvious using comparisons, it works out better for everyone. This way, the "Ice Cream" way, people allow themselves to receive the financial health they so desperately want and deserve. Listen in...let's have some Ice Cream, Whipped Cream, Cherries and Chocolate together.
Please Rate and Review The Show HERE
The Stock Market, stock, bonds and mutual funds, is by far the most common place that I see Americans using as they attempt to grow their retirement accounts. Though it pays the lowest income, compared to the alternatives, it is also the most common place that I see Americans using to invest their money while actually in retirement taking income from their accounts. Yet I have met no one in eighteen years who actually knows the math of how the market moves and this always comes as a real shocker when people learn it for the first time. In this episode I'm going to teach you the math of the market so that you can choose whether or not you want to follow the crowd and limit yourself to just this one high risk, low income, investment option.
Please Rate and Review The Show HERE
How hard is it to buy things that have no cost at all and don't reduce your net worth? If you buy an $8 dinner, you're out $8 and can't earn interest on that money anymore. If you transfer $200,000 from inferior investments to superior investments it costs NOTHING but most people don't have the courage to make changes to their investments. Why is that? Let's talk about the TRUE cost of moving money.
Please Rate and Review The Show HERE