Retirement Income
Learn how to coordinate retirement income, distributions, liquidity, taxes, and legacy goals. Explore the tradeoffs among retirement accounts, insurance, investments, Social Security, and other income-producing tools.
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…
Retirement seems top of mind in almost every financial endeavor in our culture. It’s this buzzword at the culmination of all your financial pursuits, as if it’s the thing we all must strive for, and the trophy of financial success. The endpoint. The goal. The place where we get when we have finally “arrived.” Financial…
In today’s show, we have a “fireside chat” with a client who is using Privatized Banking to invest in real estate. Here’s a real-life example of using Privatized Banking as a 401k alternative. Why? To gain control, build wealth, and create protection for his family along the way. Where Does Privatized Banking Fit into the Cash…
If you listen to the “financial experts” on tv or the radio, you will hear the typical blanket advice that you should put money into a 401(k). But the question is, does that advice apply to everybody? To get as much of an insider’s perspective as we could find, we interviewed Ted Benna, “inventor” of…
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