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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![Is it Possible the Social Security Administration is Misleading You?]()
Is it Possible the Social Security Administration is Misleading You?
11/11/2016 Duration: 43minAre You Thinking About Retiring? 7 Critical Steps Before You Can Call it Quits! f 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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![13 Challenges Haunting Anyone Retiring Today … And How to Conquer Them!]()
13 Challenges Haunting Anyone Retiring Today … And How to Conquer Them!
02/11/2016 Duration: 43min13 Challenges Haunting Anyone Retiring Today … And How to Conquer Them! 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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![How Will the Election Impact Your Money and Investments?]()
How Will the Election Impact Your Money and Investments?
25/10/2016 Duration: 44minHow Will the Election Impact Your Money and 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
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![Is Your 401K a Ticking Time Bomb?]()
Is Your 401K a Ticking Time Bomb?
17/10/2016 Duration: 43minIs Your 401K a Ticking Time Bomb? 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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![Planning for Retirement Today has been Turned Completely Upside Down]()
Planning for Retirement Today has been Turned Completely Upside Down
11/10/2016 Duration: 44minPlanning for Retirement Today has been Turned Completely Upside Down. 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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![September 9, 2016 - KSC Olympics Show]()
September 9, 2016 - KSC Olympics Show
16/09/2016 Duration: 44minIf 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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![July 9, 2016]()
July 9, 2016
16/09/2016 Duration: 44minIf 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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![July 2, 2016]()
July 2, 2016
04/07/2016 Duration: 44minIf 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 We’ve helped hundreds of people retire successfully right here in Atlanta, GA And we can help you too. Call 678-671-3779
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![June 25, 2016 - 7 Steps To Declaring Financial Independence]()
June 25, 2016 - 7 Steps To Declaring Financial Independence
30/06/2016 Duration: 44minIf 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 We’ve helped hundreds of people retire successfully right here in Atlanta, GA And we can help you too. Call 678-671-3779
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![June 18, 2016]()
June 18, 2016
30/06/2016 Duration: 44minIf 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 We’ve helped hundreds of people retire successfully right here in Atlanta, GA And we can help you too. Call 678-671-3779
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![June 11, 2016]()
June 11, 2016
30/06/2016 Duration: 44minIf 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 We’ve helped hundreds of people retire successfully right here in Atlanta, GA And we can help you too. Call 678-671-3779
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![June 4, 2016]()
June 4, 2016
10/06/2016 Duration: 45minIf 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 We’ve helped hundreds of people retire successfully right here in Atlanta, GA And we can help you too. Call 678-671-3779
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![May 28, 2016]()
May 28, 2016
10/06/2016 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 We’ve helped hundreds of people retire successfully right here in Atlanta, GA And we can help you too. Call 678-671-3779
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![May 21, 2016]()
May 21, 2016
10/06/2016 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 We’ve helped hundreds of people retire successfully right here in Atlanta, GA And we can help you too. Call 678-671-3779
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![May 7, 2016]()
May 7, 2016
10/06/2016 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 We’ve helped hundreds of people retire successfully right here in Atlanta, GA And we can help you too. Call 678-671-3779
