Wealth Management & Financial Planning

Wealth Management & Financial Planning

Consider This Program 8-8-2020

Key talking points this episode:

  • What’s changed about life insurance with the Secure Act.
  • Proper use of leverage.
  • My best example of someone who got it right – bracket bumped $400k into a Roth IRA.
  • Printing Money – a story for someday.
  • What’s the difference between mowing your own yard, changing your own oil and managing your retirement?
  • Share identification before selling or gifting.
  • Dealing with diminished mental capacity in your own home or with parents.
Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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