Busting the Myths That Can Cost Us a Fortune

Doug Andrew’s first book was called “Missed Fortune” and in it, he demolished nearly 2 dozen financial myths that have plagued the financial services industry for years. In this episode, Doug will highlight and debunk a number of those myths. He’ll also share some key information about how to increase your resources for retirement. This isn’t a financial pep talk. It’s proven strategies for the kind of savings vehicles that could make a difference of hundreds of thousands of dollars by the time you reach retirement. If you’re ready to face that brighter future with confidence, just hit the “play” button and give a listen.

Here is a snapshot of some of the key elements Doug covers in this broadcast:

  • What are the most prominent myths Doug has encountered in his four and a half decades as a financial consultant? Learn why they persist today.
  • Would you recognize the myth-conceptions you’ve been taught for most of your adult life? After you hear what they are, you’ll never fall for them again.
  • When it comes to long term savings, should you be saving in a tax-deferred or tax-free vehicle? Anyone with an IRA or 401(k) needs to hear this.
  • Conventional wisdom used to teach that you could count on being in a lower tax bracket upon reaching retirement. Learn why this is no longer true and what you should do about it.
  • Why is it that so many people are figuratively moving towards retirement with one foot on the gas pedal and the other foot on the brake? Doug explains how to make sure you’re not one of them.
  • The threat of outliving your retirement savings is a real one. Discover why this doesn’t have to be the case with a little education on your part.
  • 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.