Aug 25, 2017

Joel talks about the seven habits that the most successful retirees use to protect their wealth.

Main Questions Asked:

What are the seven habits of highly successful retirees?

Key Lessons Learned:

Estate Plan

• You have to have an estate plan or all your assets could be tied up in court and subject to immense fees and...

Aug 18, 2017

Joel talks about the issues facing people who have managed to save money over the course of their life including how the system punishes you in that situation.

Main Questions Asked:

How does the system currently punish savers and what can people who have managed to save money do about it?

Key Lessons Learned:

Savers Get...

Aug 11, 2017

How to get the most out of your 401(k)’s and IRA’s, including withdrawing, roll over strategy, and how to avoid paying more than you said.

Main Questions Asked:

• Why is the age 70 and a half so important?
• Why are withdrawals required?
• Does this apply to all retirement accounts?
• Do you have to take some money out...

Aug 4, 2017

Joel talks about using 401(k)’s, the strategies you should be thinking about when it comes to your retirement accounts and the seven point checklist.

Main Questions Asked:

What is the seven point 401(k) checklist?

Key Lessons Learned:

The Seven Point 401(k) Checklist

• Ignoring your 401(k) or IRA can cost you a small...