Synopsis
The CPA Wealth Advisors demonstrate the importance of developing a retirement action plan to maximize income, legally reduce taxes in retirement with strategies to keep your hard-earned dollars in your pocket. Your #1 goal in retirement is to stay retired. You dont ever want to be in a position where youre FORCED to return to work or become a burden on your family. Thats the worst-case scenario. How do you STAY retired? The answer is having a thoughtful and comprehensive retirement game plan. A key component of that plan is to have an income strategy that will stand the test of time, and increase over time, so you can maintain your same lifestyle in retirement. Do you have a stockbroker or financial advisor whos helping you with retirement planning? If so, do you really know their credentials? Are your financial decisions being guided by someone who just wants to make a commission, or are they a fiduciary? Its critical you understand the difference. Selecting a fiduciary translates to hiring a person or firm with a legal obligation to do whats best for you; not whats best for their wallet. Retiring successfully is no accident. Its not about your returns or achieving some arbitrary number. Its about a comprehensive RETIREMENT PLAN that addresses: risk, diversification, income, taxes, social security, healthcare, inflation, withdrawal strategies and so much more. Anyone living an enjoyable retirement didnt get there by winging it. Its not a matter of IF you need a plan; its a matter of WHO will help you create that plan. Contact the CPA Wealth Advisors to get a custom 5-Point Retirement Action Plan that identifies: 1) Concrete steps to protect your life savings 2) How to transform your savings into an income workhorse in retirement 3) How to potentially reduce your taxes in retirement and keep this money for yourself 4) How and when to wring every nickel from your social security benefits and 5) Why so many traditional retirement plans fail.Take control of your finances and your retirement income. To get your FREE customized Retirement Action Plan, call the CPA Wealth Advisors at 678-671-3779
Episodes
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![Ultimate Guide to Claiming Social Security Benefits]()
Ultimate Guide to Claiming Social Security Benefits
03/03/2018 Duration: 42minCall 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.
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![Required Minimum Distributions. Strategies to Save Money on Taxes.]()
Required Minimum Distributions. Strategies to Save Money on Taxes.
24/02/2018 Duration: 43minIf you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
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![You’ll Probably Live a lot Longer Than You Think! Strategies to Make Your Money Last as Long as You Do!]()
You’ll Probably Live a lot Longer Than You Think! Strategies to Make Your Money Last as Long as You Do!
03/02/2018 Duration: 42minIf you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
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![Tax Secrets of the Uber Rich That Could Save You Thousands!]()
Tax Secrets of the Uber Rich That Could Save You Thousands!
27/01/2018 Duration: 43minIf you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
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![The Statistics Say You’ll Retire Unexpectedly. 5 Simple Steps to Prepare Now!]()
The Statistics Say You’ll Retire Unexpectedly. 5 Simple Steps to Prepare Now!
20/01/2018 Duration: 46minIf you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
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![How to Avoid 5 Crippling Fees That Could Blindside You in Retirement!]()
How to Avoid 5 Crippling Fees That Could Blindside You in Retirement!
13/01/2018 Duration: 43minIf you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
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![5 Strategies to Take Control of your Money in the New Year]()
5 Strategies to Take Control of your Money in the New Year
06/01/2018 Duration: 43minIf you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
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![How to Create an Income Workhorse]()
How to Create an Income Workhorse
23/12/2017 Duration: 43minIf you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
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![Past Performance is No Guarantee of Future Results! Why Your Mutual Funds Could be Under-Performing Dogs!]()
Past Performance is No Guarantee of Future Results! Why Your Mutual Funds Could be Under-Performing Dogs!
16/12/2017 Duration: 43minIf you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
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![9 Not-So-Obvious Year-End Financial Planning Tips That Could Make Your Money Go Further in Retirement!]()
9 Not-So-Obvious Year-End Financial Planning Tips That Could Make Your Money Go Further in Retirement!
09/12/2017 Duration: 43minIf you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
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![8 Essential Questions You MUST Answer Before You Can Retire!]()
8 Essential Questions You MUST Answer Before You Can Retire!
02/12/2017 Duration: 43minIf you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
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![7 Surprising Investing Lessons from the 2008 Financial Crisis That You Can’t Ignore!]()
7 Surprising Investing Lessons from the 2008 Financial Crisis That You Can’t Ignore!
18/11/2017 Duration: 43minIf you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
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![7 Social Security Myths ... That Could Cost You Thousands!]()
7 Social Security Myths ... That Could Cost You Thousands!
29/10/2017 Duration: 43min7 Social Security Myths ... That Could Cost You Thousands! If you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
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![5 Expenses That Could Blindside you in Retirement ... Heres How to Protect Yourself.]()
5 Expenses That Could Blindside you in Retirement ... Here's How to Protect Yourself.
29/10/2017 Duration: 44min5 Expenses That Could Blindside you in Retirement ... Here's How to Protect Yourself. If you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
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![Chasing Yield is a Fools Game. 5 Pillars of Investing That Could Have an Even Greater Impact]()
Chasing Yield is a Fool's Game. 5 Pillars of Investing That Could Have an Even Greater Impact
29/10/2017 Duration: 44minChasing Yield is a Fool's Game. 5 Pillars of Investing That Could Have an Even Greater Impact on Your Portfolio! If you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
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![11 Habits of Highly Successful Retirees]()
11 Habits of Highly Successful Retirees
29/10/2017 Duration: 44min11 Habits of Highly Successful Retirees If you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
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![A 10-Point Checklist to Reboot Your 401K!]()
A 10-Point Checklist to Reboot Your 401K!
29/10/2017 Duration: 44minA 10-Point Checklist to Reboot Your 401K! If you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
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![10 Things Successful Investors Never Do]()
10 Things Successful Investors Never Do
28/10/2017 Duration: 43minIf you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
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![Planning for Retirement Doesnt Have to be Complicated. 5 Simple Strategies]()
Planning for Retirement Doesn't Have to be Complicated. 5 Simple Strategies
02/09/2017 Duration: 44minPlanning for Retirement Doesn't Have to be Complicated. 5 Simple Strategies That Could Put You Miles Ahead! If you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
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![Our System Punishes Savers. Heres How to Protect Yourself and Save Thousands]()
Our System Punishes Savers. Here's How to Protect Yourself and Save Thousands
02/09/2017 Duration: 43minOur System Punishes Savers Here's How to Protect Yourself and Save Thousands If you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
