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Principal Spend-down:
A Slippery Slope

JUNE, 2020: In a post-COVID economy, there is the distinct emerging risk that Baby Boomers will greatly accelerate depletion of their retirement nest eggs when interest and dividends can no longer generate adequate income.

ALSO FEATURED:

  • The Butterfly Effect: In the 2020’s, a new form of unpredictable market and economic risk we have never seen before. “Can a butterfly flapping its wings in China cause a hurricane in Texas?”
  • Life Phases of wealth planning dictate new risk models.
  • Longevity Credits: More returns for seniors, despite any other factors!

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CD Alternatives
A Better Way

JUNE, 2020: Also in a post-COVID economy, interest rates at the bank have been driven to practically nothing! The days of Negative Rates (as in Europe and Japan) are just around the corner. Are there any alternatives to hold safe liquid funds?

ALSO FEATURED:

  • Finding Higher Rates of Interest: Where to find 3-5X greater interest rates than average bank rates.
  • Less restrictions, more liquidity: Bank CD’s have heavy penalties for early withdrawal. Alternatives tend to have far more liquid terms.
  • Tax-deferral of interest earnings: How to make non-IRA money mirror the benefits of tax-deferrals enjoyed by IRA accounts.

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An Important Lesson in "LAZY MONEY"

When times get volatile, over and over again we see that savers and investors will retreat into cash. Well that’s fine. But the BIG MISTAKE is to put your cash where it earns little or nothing, and then the months and years go by.

Even when banks pay less than .05% there are better and safer accounts that ear 3-4X more. In the long run or the short run, it matters!

How To Make Your Money Last a Lifetime
GUARANTEED!

From the archives – 2013: Although economic times and events have changed since 2013, the fundamentals of sound planning have not. Approaching retirement and being retired are nothing like building wealth in earlier years. Find out how things shift when you get close to age 55.

ALSO FEATURED:

  • Taxes are on sale right now!
  • Tax Traps of investment real estate: The foremost advantage of investment real estate is how renters pay your mortgage, and amortization keeps your taxes down. Rarely do investors consider their exit strategy and how much of their wealth stays trapped in their properties. But as covered, there is a way out!
  • The Power or Guarantees: Peace of mind when the economy is volatile or markets turn upside down.
  • Tax-deferral of interest earnings: How to make non-IRA money mirror the benefits of tax-deferrals enjoyed by IRA accounts.
  • Potential double-digit returns. Never a market loss!

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Much More Coming Soon in the following subjects

Saving on Taxes

Investing

Medical Expenses

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3519 N. Verdugo Rd. Glendale, CA 91208
STATION: KRLA The Answer 870AM Sunday 5pm – 6pm

818-249-7249