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The 7 Core Elements Of Retirement Planning

3 Part Mini Course

Are you planning to retire in the next 5 years?
Want to feel more confident about the decisions you’re making for your retirement?
Join me for my new free video series where I walk you through my step by step process to help you figure out how much your retirement could cost and identify your retirement gap.
Understanding your gap is the key to optimizing what I call the 7 Core Elements of Retirement Planning.
Click the Watch Now button to get started!

How To Create A Tax Plan For Your Retirement

5 Step Plan and Video Case Study

Could Taxes Really Double?

What about all of the money you’ve saved for retirement in tax deferred IRA’s and 401k plans?

Could you just be sitting on a huge future tax bill?

The Tax Cuts that went into effect on January 1st 2018 created some of the lowest tax rates we have seen in decades.

The question is, what steps should you be taking today to protect your retirement assets before the tax rates expire.

I just created a brand new video case study and 5 step action plan to help retirees create a tax plan for their retirement.


Click the Watch Now Button Below to Check It Out!

Annuity Education Video Series

Are You Confused About Annuities?

There is a lot of information out there about annuities and a lot of different opinions about them. This video series will answer many of the questions you may have, like…

  • What is an annuity
  • The pros and cons of owning an annuity for your retirement
  • Some of the common reasons people buy an annuity
  • Some common myths of annuities
  • Questions to ask before you buy an annuity
  • Where might an annuity fit into your overall retirement planning strategy
  • And a whole lot more
Click the Watch Now Button Below to Check It Out!

Social Security Education Series And Guide

Do You Have Questions About Social Security?

Social Security will likely be a key component to your retirement income strategy. For many, it may be the single largest source of consistent monthly income in their retirement. Even if you have substantial financial assets, don’t underestimate how much money you could potentially receive from Social Security.

Click the Watch Now Button Below to Check It Out!

Or Click the Send Me My Copy Button Below to Get a Copy of Our information Packed, “Money Evolution Guide To Understanding Your Social Security Benefits”

The Money Evolution Guide To Understanding And Managing Your Debt

As a nation and as consumers debt has gotten away from us. Managing your debt is one of the most important aspects to maintaining a good positive cash-flow.

Click the button below to download your copy now!

The Money Evolution Guide To Buying And Financing Your Home

Buying a house will likely be the single largest purchase you may make in your lifetime.

Although many people buy a home for purely emotional reasons, its also critical that you evaluate a home purchase from a financial standpoint as well.

Click the button below to download your copy now!

The Money Evolution Guide To Understanding Your Taxes

How to finally understand your taxes and create a more powerful strategy to become a more tax efficient investor

Taxes will likely be the single largest expense you will have in your lifetime. Unlike your mortgage, that hopefully will eventually be paid off, you will pay taxes for your entire life. Since this could be your biggest expense, its important to understand how you are taxed, and learn strategies that could potentially minimize the amount of taxes you pay.

Click the button below to download your copy now!

The Money Evolution Guide To Understanding The Total Cost Of Car Ownership

Owning a car is a necessity for most people. We need to have safe reliable transportation for our families and to get to and from work. Car expenses have gotten out of control for many American households

Click the button below to download your copy now!

Money Evolution Guide to Understanding Real Estate As An Investment

I am also a strong believer that your house is not an asset, but rather an expense, and should always be considered that way as long as it remains your primary residence. Even though some people will tell you to buy as much house as you can possibly afford, because when your house goes up in value, you will make a bigger profit. However, having too much house, or too much house expense, may keep you from saving as much money for your retirement, or worse keep you from enjoying life.There are however two strategies that may work for some people to potentially make money from their house.

Click the button below to download your copy now!

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