Maximizing Assets While Minimizing Unnecessary Taxes

Maximizing assets while minimizing taxes is one of the most impactful things a person can do to achieve abundant living as they prepare for the future. As a New York Times and Wall Street Journal best-selling author, Doug Andrew has spent four and a half decades teaching others exactly how to do this.

It’s one of the reasons that he is a key contributor to the video series “Money Revealed” along with about 20 other financial strategists and gurus. Doug’s interview in Episode 8 of this series as one of his most impactful and transformative messages on building a lasting legacy.

Would you like to know what your Abundant Living Score is? Click Here to gain immediate access to the Three Tools for a Strategic and Predictable Retirement.

If you’re ready to learn some of the key principles and ideas behind optimizing your assets, financial and otherwise, to minimize taxes and to empower your authentic wealth, this is a message you must hear.


  • How do highly successful people unintentionally hamstring their children’s future? If you’ve ever thought, “My kids will never have to work as hard as I did”, you risk stealing the very work ethic they need to develop.
  • Why is it essential to understand the difference between tax-deferred and tax-free accumulation? Learn why the main premise behind tax-deferred savings accounts like IRAs and 401(k)s hasn’t been true for at least 25 years..
  • How can one best protect the nest egg they’ve spend a lifetime accumulating? Listen to the analogy of a farmer who pays tax on the seed he buys in the spring versus one who pays a tax on the harvest he sells in the fall.
  • Can you count on being in a lower tax bracket when you reach retirement? Conventional wisdom says one thing but Doug reveals how reality is saying something very different.
  • What’s the driving force behind our continually rising taxes? Learn why Congress’ spending habits are driving a desire to tax away more of our money and how you can protect yours.
  • How is an IRA or 401(k) like going into business with a partner who is only looking out for themselves? Doug explains why we should rethink the partnership so many have struck with the federal government when it comes to how they save for the future.
  • And much, much more…

Start by visiting with a wealth architect today.

What are the five key objectives to financial abundance? How can you evaluate various financial vehicles using the LASER test? Click Here to gain immediate access to the Three Tools for a Strategic and Predictable Retirement.

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