Optimizing Our Assets While Minimizing Our Taxes

Among the advantages that Doug Andrew’s regular listeners enjoy are his more than four decades of experience as a financial strategist and financial planner and the ideas and principles he teaches. Doug has learned many of these strategies through his continued association with some of the most successful individuals in the world. Even individuals with MBAs in finance and economics have come away from Doug’s teaching events empowered with ideas that leave them better prepared for retirement with liquid assets safely earning a predictable rate of return. In today’s broadcast of Live Abundant Radio, Doug shares some of the truths that allow his clients to break free from the herd and truly prosper.

Here’s a sampling of what Doug covers in this week’s episode:

  • Learn how to consistently earn returns of 7, 8 or 9% tax-free even though DALBAR says the average stock market or mutual fund investor has averaged a paltry 3.5% over the past 20 years.
  • Discover how tax-deferred vehicles like an IRA or 401(k) can leave you with 30 percent less money than you thought you had upon reaching retirement.
  • What is a tax-favored vehicle and what kind of difference could it make in your retirement?
  • How can you protect your nest egg when the market continues to rise and fall? The answer may surprise you.
  • Doug will teach how to position your serious cash to where you benefit from those times when the market grows but don’t lose a dime when it contracts.
  • Are you paying unnecessary taxes? This is a question few people can answer with confidence. Doug explains the difference between what we need to pay and what people pay unnecessarily because they just don’t know better.
  • 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.