Choosing the Right Financial Vehicle to Carry You to Retirement

Over the past 45 years, some of the common desires of the people with whom Doug Andrew has interacted have been optimizing their financial assets, minimizing unnecessary taxes and empowering their authentic wealth. In today’s episode, Doug shares some of his favorite financial instruments or vehicles by which a person can safely arrive at the brighter future for which they’re planning. If you’ve been thinking about your serious cash, in other words, the money you’re setting aside for very important things in your future, there are a few things which you need to know. Finances are only one facet of authentic wealth and the folks who understand this are the ones most likely to avoid the mistakes others are making.

Here’s a quick preview of the topics Doug covers in this week’s broadcast:

  • 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.
  • Learn why genuine success at home and in business depends upon knowing the difference between “me, me, me,” and “we, together we’re better.”
  • Discover the tax-free savings instrument that Doug has been utilizing for years. Why is tax-free superior to tax-deferred?
  • What is a Max-Funded Tax Advantaged vehicle and what does it offer that other financial vehicles don’t?
  • If you have your retirement nest egg sitting in an IRA or 401(k), Doug explains better options you may not have realized exist.
  • Is it possible to safely earn predictable rates of return while maintaining liquidity with your savings? Doug spells out the happy reality.
  • 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.