Optimizing, Minimizing and Empowering Your Way to the Future

If you’re serious about optimizing your financial assets, minimizing unnecessary taxes and empowering your authentic wealth, you’re in luck. In today’s broadcast, Doug reveals a few of his preferred financial instruments or vehicles by which you can safely arrive at the brighter future you’re planning for and working towards. One of the biggest takeaways from today’s show is that your finances are just one aspect of your authentic wealth. Once you understand this, you’re a lot less likely to make the simple but serious mistakes that others are making. There are a few things you should understand about your serious cash that you’re accumulating for the future.

Here’s a brief snapshot of some of the ideas Doug covers in this week’s episode:

  • Ever heard of a family bank? Once you’ve heard Doug’s explanation, you’ll understand why is an essential part of a well-planned future.
  • If you’re saving for retirement in an IRA or 401(k) just because that’s other lots of other people are doing, wait until you hear about the others options you didn’t know exist.
  • If you’re confused about all the various definitions of success, wait until you hear Doug describe what genuine success looks like at home and in business.
  • Is it possible to enjoy genuine liquidity while safely earning predictable rates of return? Why can’t every vehicle do this?
  • There may be plenty of savings vehicles but the Max-Funded Tax Advantaged one can do things that other financial vehicles cannot.
  • What is a tax-free savings instrument and why does it beat the pants off a tax-deferred vehicle?
  • And much, much more…

Start by visiting with a wealth architect today.

*Life insurance policies are not investments and, accordingly, should not be purchased as an investment.