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 from his expertise. By learning and applying the hard won wisdom that Doug shares, they have found clarity and gained confidence in their futures. If you’ve felt anxious or uncertain about your own financial future, you’ll love Doug’s message.

Here’s a brief glimpse of some of the topics Doug shares in this episode:

  • If your money is sitting in an IRA or 401(k), are there benefits in moving it from a tax-deferred to a tax-free status? Learn about a strategic rollout and how it can protect your savings from future tax hikes.
  • Suppose you are the recipient of a lump sum like a settlement. Doug explains some of the options that will keep your money safe, liquid and working for you.
  • Is it possible to grow your assets while simultaneously simplifying your life? Wait until you hear what Doug has to say about this.
  • Why is entitlement mentality so destructive? Learn how to root it out of your own life and also how to help your children, grandchildren and employees avoid this crippling mindset.
  • Why is it so important to optimize your assets and minimize your taxes? If you’ve ever shuddered at the thought of outliving your money, this is a message you must hear.
  • Learn why creating the foundation for a tax-free retirement is easier than you might think. Doug’s latest book “The LASER Fund” covers this topic in great detail.
  • 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.