Are You Calm in Spite of Market Volatility?

During times of market volatility, consider reading “The Majesty of Calmness by William George Jordan. The book may be over 100 years old but it contains time-tested wisdom on how to attract prosperity, manifest opportunities and to manage stress while identifying the values that matter most to you. CALMNESS IN SPITE OF MARKET VOLATILITY This…

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Case Studies on Retirement Tax Reduction

CASE STUDY #1: FROM HIGH TAX BRACKETS TO LOW In our first case study on retirement tax reduction, Steve and Leslie Franks had been in the highest tax bracket for years. Now in their 60s, they were looking ahead, and the last thing they wanted to do was split their future retirement income with Uncle…

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Save Retirement Taxes with Indexed Universal Life Insurance

WORKING AND SAVING HARD They had just turned age 60 when they started to seriously analyze their retirement plans. The Garners had spent their careers working hard, earning a moderate income. They anticipated they would have enough for retirement between their pensions and other traditional accounts (including 401[k]s, 403[b]s, and TSAs—with a total value of…

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How Party Ideology Affects Our Taxes & What You Can Do About It

A lot of folks have their attention squarely fixed on this year’s midterm elections. If you are a taxpayer, this should be on your radar screen. No matter who is elected, the parties in power have real power over your money via taxation. PROTECT YOUR HARD EARNED MONEY FROM POLITICS Utilizing the lessons learned over…

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Solving the Retirement Planning Dilemma

Doug Andrew has been a financial strategist and retirement planning specialist for four and a half decades. Over that time period, he has gleaned some of the most valuable information possible and now shares it with his clients and his students. In this week’s episode, you’ll hear real life stories of people who have benefited…

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Learning to Extend Your Lifetime the Right Way

As a financial and tax strategist for the past 4 decades, Doug has many opportunities to help people create the abundant life they wish to live. He has had the privilege of working with a number of mastermind groups and has been a strategic coach with Dan Sullivan for the past two decades. In today’s…

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The Big Secret the Financial Services Industry Prefers You Not Know

Doug Andrew has been involved in the financial services industry for over 4 decades as a financial and tax strategist. During that time, he’s helped thousands of people optimize their assets and minimize unnecessary taxes and empower their authentic wealth. In today’s episode, Doug will explain that there is a significant difference between asset management…

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The Key Elements of a Prudent Investment

If investing was a hard science, it would be done primarily by folks in lab coats. But it’s not. And because of the many different approaches to investing, it can be tricky knowing what constitutes a prudent investment. In this episode, Doug Andrew will share some of the hard won wisdom he has gleaned in…

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The Most Important Message You’ll Hear This Week

In his four and a half decades as a financial strategist, Doug Andrew has been asked many times by his clients and his students what he considers the most important message he can deliver. In response, Doug points to three primary concerns that are typically on their minds. In this episode, he describes how the…

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Making the Most of Life’s ‘Ah-ha!’ Moments

Some of the best moments in life are the ones where we have an epiphany. Epiphanies are those moments of clarity that come after we’ve been pondering or considering something for a time and suddenly it all comes into focus. These ah-ha moments are essential to our continuing growth and progress. In his four and…

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