In this special Mother's Day episode, I'm going to slay the biggest financial dragon in the country, the Mutual Fund. More people have Mutual Funds in their retirement plan than any other tool, yet for the vast majority of those owning Mutual Funds, they probably shouldn't. I'll explain everything and point you to a detailed white paper that will change your life and financial plan forever.
In this episode, we're going to cover surrender penalties which are actually a very important piece of a sound financial plan. I'm going to present you with a question that the bad guys will never ask you. After listening to this episode, you will begin to understand surrender penalties, how to get around them, why they are not actually a problem and so much more.
In this episode, I'm going to teach you about MECs or Modified Endowment Contracts. With two main uses, I'm going to show the really fun one which is how to use a MEC to earn 8-12% on your emergency fund money. There is no longer any reason to leave tens of thousands of dollars in the bank making 0-1%.
In this powerful episode I'm going to teach you something the bad guys want hidden from you at all costs. LOSING MONEY IS OPTIONAL. More Risk, More Reward is NO LONGER TRUE. A little-know tool called "The Annual Reset" will literally change everything in your life as it comes to compounding your money. Get ready, you're going to love this one.
In this episode I'm going to teach you what I call the most important thing I have ever learned about money. This is the biggest lie of them all and MOST of you listening will find that you are currently being impacted by this purposeful spin on the math. You will learn how to instantly spot when an advisor is lying to you and also how to fix the problem for yourself. You're going to be mad at your advisor but you will LOVE this episode.
The bad guys have trained the entire world to look for what's WRONG with every financial product: this will crush your retirement. There's no one food that will give you everything you need nutritionally and there's no one tool that is all you need to build an entire house. Finances are the same. There is no one tool that you need for retirement, but rather many different tools. The bad guys say all you need is securities and THEY ARE WRONG!
In this episode I cover the three pillars of financial deception that this industry uses to steel money from you and keep you doing what they want. You may get upset because these are three very sacred cows. I studied all three and do not agree with any of them. Listen to find out why. The three pillars of financial deception are: 1) You should pay off your mortgage 2) You should postpone taxes to a later date 3) You should use a diversified portfolio of stocks, bonds and mutual funds.
In this episode I'm going to teach you why the days of believing you need to find an Advisor you trust are over. Trusting someone to tell you what to do is dangerous and outdated. I am going to introduce you to a way to get exactly what's best for you every time.
Welcome to the Renovating Retirement Podcast. This will change your financial life and change the financial services industry. In this episode I will explain why I cannot sit by and stay silent anymore. The bad guys are going down and your retirement lifestyle is going to improve significantly.