WHAT WAS COVERED 0:11 – Podcast begins. 0:20 – Financial independence and work-optional lifestyle. 1:41 – Assets, capital at work, and financial independence. (1:41) 5:40 – Retirement distribution strategies. (5:40) 9:35 – Retirement income calculation. (9:35) 13:11 – Retirement planning for high-income earners. (13:11)[Tweet “The word retirement wasn’t really used to apply to people in…
WHAT WAS COVERED 0:11 – Podcast begins. 3:48 – Stock recommendations. (3:48) 7:55 – How much time should you put into your portfolio? (7:55) 15:39 – Airbnb continues to perform. (15:39) 18:52 – The problem with buying individual stocks. (18:52) 23:56 – Managing your money for retirement. (23:56) [Tweet “We have no evidence that you…
WHAT WAS COVERED 00:12 – Introduction of the episode. 4:51 – America is bailing out on homeowners insurance. 12:43 – An example of how insurance unlocks wealth. 16:31 – How to predict a market crash? 22:30 – The problem with predicting the market. [Tweet “All you do is tell everybody, the stock market’s going to…
WHAT WAS COVERED 0:12 – Introduction to this episode. 1:15 – The government has increased regulation around retirement plans 3:35 – Retirement account as a tax-deductible 5:01 – What a retirement account actually costs you 7:57 – What the IRS does is absolute robbery 18:14 – You will most likely retire in a higher tax…
WHAT WAS COVERED 0:15 – Introduction to this episode. 3:16 – What should I do with my PPP loan? 9:41 – Being good stewards of your capital. 15:07 – How to filter what you say against reasonableness? 19:56 The trade-off between short-term pain and long-term pain. 24:08 – Take a pay cut or take a…
WHAT WAS COVERED 0:12 – The episode starts2:59 – The biggest quandary of the credit union.5:37 – Taking pictures of bank signs.8:08 – The problem with budgeting and saving.12:46 – The residue model vs. the catalytic model.14:25 – The importance of having a wealth coordination account.17:05 – Taking back the use of financial products.22:10 –…
WHAT WAS COVERED 0:12 – Start of the episode 1:43 – What is an annuity? A vehicle? 4:48 – What does an annuity do? 10:23 – What happens inside the annuity? 13:00 – The investments inside most annuities. 17:27 – No upfront sales charge. 19:12 – The different types of annuities. 21:46 – Qualified annuities….
WHAT WAS COVERED 0:12 – Podcast starts 1:34 – The basics of a 401k. 3:56 – What actually happens in Korea? 6:37 – Building financial independence for the sake of a “work optional” lifestyle. 11:44 – Do you know what the tax rate is for retirement? 14:06 – How to calculate the tax liability. 16:08…
WHAT WAS COVERED [Tweet “With traditional IRA we’ve made the irrevocable choice to also not just delay the tax, but delay the calculation of the tax, which leaves us vulnerable to tax code changes. #YourBusinessYourWealth”] [Tweet “The only disadvantage with Roth IRA is that I don’t get a tax deduction. #YourBusinessYourWealth”] LINKS Curious what you can accomplish…
WHAT WAS COVERED [Tweet “We don’t want to be trading or investing based upon what we see in the news. #YourBusinessYourWealth”] [Tweet “Making decisions based upon how we feel without grounding is one of the quickest ways that untruth can slip into our decision-making processes. #YourBusinessYourWealth”] LINKS Curious what you can accomplish with our help? Schedule a…
