Cash Flow Maximization
Lifetime Annuity Income
By popular demand, we will be continuing our conversations from last week on annuity strategies! This time, we are joined by special guest Joseph DeFazio! Joe is a seasoned financial educator and will bring a fresh perspective on lifetime annuity income and how annuities can benefit your financial life! If you’re interested in guaranteed lifetime…
Read MoreAnnuity Strategies: The Truth About Generating Cash Flow with Annuities
Are you interested in knowing the truth about generating guaranteed cash flow with annuity strategies? Learn about the benefits and drawbacks of annuities, as well as some annuity strategies that will help you create guaranteed cash flow. Are annuities the unsung heroes of guaranteed retirement income flow, or are they just another intricate financial product…
Read MoreHow to Pay Less Tax
Concerned about taxes in the future? Taxes are a huge eroder of wealth. While you do not have control over tax rates, you can strategically position yourself to maintain control of as much of your money as possible. Taxes are at a historic low, so it is time to learn how to pay less tax…
Read MoreUsing Reverse Mortgages in a Responsible Retirement Income Plan, with Dr. Wade Pfau
Reverse mortgages are becoming more mainstream. But to benefit from using one, you need to understand how to incorporate it into a responsible retirement income plan. So exactly what is a reverse mortgage? What role should it fill in your retirement planning? And should you open a reverse mortgage early or as a last resort? To…
Read MoreReverse Mortgage Explained, with Mike Stanley
Could a reverse mortgage help you reach your income goals? How do reverse mortgages work? Is a reverse mortgage good or bad? Today, we’re talking with Mike Stanley, Regional Senior Lending Sale Manager for Thrive Mortgage. He shares everything you need to know about reverse mortgages explained. So, if you want to understand just how…
Read MorePumpkin Plan Your Business, with Mike Michalowicz
Want to grow and scale a profitable business? It’s just like growing a giant pumpkin! Back on the show after discussing Profit First, we have multi-best-selling author Mike Michalowicz to discuss some of newest books: The Pumpkin Plan, and Get Different. I promise, a few minutes with this guy and you’ll have a whole new…
Read MoreWhat to Do About Inflation
Inflation is in the news. Should you be concerned? What should you do to make sure you’re protected? In today’s conversation, we’ll talk about inflation, the consumer price index, and how to stay financially strong so you can build financial freedom. Join us below for the conversation! What is Inflation? The most common belief about…
Read MoreThe Secure Act: Important Changes to Your IRA that You Need to Know
If you’re planning to leave an inheritance to your children, there’s a new rule in the Secure Act that will probably cause your kids to pay more taxes if you pass on your retirement plan. Today, we’re discussing how the Secure Act, passed in 2019, affects your retirement plans and may front-load taxes to kids…
Read MoreSolving Healthcare Costs, with Dave Chase
Are you concerned about ballooning healthcare costs? You should be! It’s an expense that’s risen far faster than inflation, and paying more than you need to is a money leak that prevents you from making the forward traction towards your financial goals that you deserve. In this episode, we’re talking with Dave Chase about how…
Read MoreMaximizing Retirement Income with Whole Life Insurance – Dr. Wade Pfau
Want to get the most income later in life? Your success depends not on one product, but the coordination of financial tools and your entire personal financial system. Whether your focus is on acquiring cash-flowing assets or you have a more typical investment portfolio, whole life insurance and annuities can play a critical role. That’s…
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