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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![Setting the Record Straight on 7 Toxic Investing Myths]()
Setting the Record Straight on 7 Toxic Investing Myths
02/09/2017 Duration: 43minSetting the Record Straight on 7 Toxic Investing Myths 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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![Everything You Need to Know About Withdrawing Money From Your IRA and 401K in Retirement.]()
Everything You Need to Know About Withdrawing Money From Your IRA and 401K in Retirement.
02/09/2017 Duration: 44minEverything You Need to Know ... About Withdrawing Money From Your IRA and 401K in Retirement. 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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![9 Common Assumptions About Social Security That Could Cost You a Small Fortune!]()
9 Common Assumptions About Social Security That Could Cost You a Small Fortune!
02/09/2017 Duration: 43min9 Common Assumptions About Social Security ... That Could Cost You a Small Fortune! 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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![7 Critical Retirement Challenges ... And How to Conquer Them!]()
7 Critical Retirement Challenges ... And How to Conquer Them!
25/07/2017 Duration: 03min7 Critical Retirement Challenges ... And How to Conquer Them!
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![Theres a 60% Chance Youll Retire Unexpectedly ... Heres How to Prepare Yourself Now!]()
There's a 60% Chance You'll Retire Unexpectedly ... Here's How to Prepare Yourself Now!
25/07/2017 Duration: 44minThere's a 60% Chance You'll Retire Unexpectedly ... Here's How to Prepare Yourself Now! 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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![Is Any Upside Left in the Market ... Worth the Downside Risk? Strategies to Protect Yourself.]()
Is Any Upside Left in the Market ... Worth the Downside Risk? Strategies to Protect Yourself.
13/06/2017 Duration: 44minIs Any Upside Left in the Market ... Worth the Downside Risk? Strategies to Protect Yourself. Call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
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![Could Living a Long Life Cause You To Go Broke?: 7 Strategies to Make Your Money Last]()
Could Living a Long Life Cause You To Go Broke?: 7 Strategies to Make Your Money Last
14/05/2017 Duration: 43minCould Living a Long Life Cause You To Go Broke?: 7 Strategies to Make Your Money Last 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 Steps To Help You Retire Sooner Than You Thought Possible]()
11 Steps To Help You Retire Sooner Than You Thought Possible
01/05/2017 Duration: 43minWhat's holding you back from retiring? 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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![7 Ways You Could Be Fooling Yourself About Retirement]()
7 Ways You Could Be Fooling Yourself About Retirement
13/04/2017 Duration: 44min7 Ways You Could Be Fooling Yourself About Retirement. call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
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![Unique Challenges Women Face in Retirement]()
Unique Challenges Women Face in Retirement
02/04/2017 Duration: 35minUnique Challenges Women Face in Retirement. Call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
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![Another Black Eye for the Social Security Administration]()
Another Black Eye for the Social Security Administration
29/03/2017 Duration: 44minAnother Black Eye for the Social Security Administration Call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
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![Strategies to Help You Beat Inflation]()
Strategies to Help You Beat Inflation
17/03/2017 Duration: 44minStrategies to Help You Beat Inflation Call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
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![9 Hidden Risks in Retirement]()
9 Hidden Risks in Retirement
04/03/2017 Duration: 43min9 Hidden Risks in Retirement Call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779
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![11 Common Wrong Assumptions People Make When Planning for Retirement]()
11 Common Wrong Assumptions People Make When Planning for Retirement
26/02/2017 Duration: 44min11 Common Wrong Assumptions People Make When Planning for Retirement 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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![If Youre Sitting on Cash ... Youre 10X More Likely to Run Out of Money in Retirement.]()
If You're Sitting on Cash ... You're 10X More Likely to Run Out of Money in Retirement.
14/02/2017 Duration: 44minIf You're Sitting on Cash ... You're 10X More Likely to Run Out of Money in Retirement. 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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![Are You on Track to Retire? 7 Critical Steps to Help You Retire Successfully!]()
Are You on Track to Retire? 7 Critical Steps to Help You Retire Successfully!
14/02/2017 Duration: 44minAre You on Track to Retire? 7 Critical Steps to Help You Retire Successfully! 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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![More Changes to Social Security in 2017. Here’s How They Could Impact Your Wallet!]()
More Changes to Social Security in 2017. Here’s How They Could Impact Your Wallet!
14/02/2017 Duration: 44minMore Changes to Social Security in 2017. Here’s How They Could Impact Your Wallet! 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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![What Your Advisor Doesn’t Know]()
What Your Advisor Doesn’t Know
09/12/2016 Duration: 44min678-671-3779 What Your Advisor Doesn’t Know 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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![Should You Convert Your IRA or 401K into a ROTH IRA?]()
Should You Convert Your IRA or 401K into a ROTH IRA?
28/11/2016 Duration: 44minShould You Convert Your IRA or 401K into a ROTH IRA? 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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![Donald Trump is Your New President Heres How to Protect Your Investments.]()
Donald Trump is Your New President Here's How to Protect Your Investments.
17/11/2016 Duration: 43minDonald Trump is Your New President Here's How to Protect Your Investments. 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
