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Because the beneficiary document is the most important document you own, it will override the will, so, in this case, if the beneficiary form said give the money to my new spouse, but the will said give all my money to my kids, the courts are going to say, well,
And then I build a plan for them retire in five years, they will always come back before the five-year mark saying, Hey, I think I’m ready to go early. You want to know something, that’s the greatest feeling because they have that they had the peace of mind, they
People want to learn how to create a stream of income by getting themselves their own private pension, they want to know about how to create tax free money in retirement, they want to know how to transfer the money from themselves to their beneficiaries without the IRS becoming the
Discover how annuities can provide financial security, understand the role of insurance in safeguarding your assets, and explore the key milestones in retirement planning. Whether you’re nearing retirement or just starting to think about your financial future, this video is your comprehensive guide to navigating the complexities of retirement. Tune
Discover the importance of protecting your earnings against unexpected setbacks and explore the various income insurance options available. We’ll also unveil tax-saving strategies to minimize your tax liability and maximize your financial resources. Whether you’re a savvy investor or just starting to think about your financial future, this video is
Discover the stability and reliability that come with pension plans, ensuring a secure retirement. We’ll also explore the critical distinction between an investment plan and a retirement plan. Learn how to align your financial goals and investments to create a solid retirement strategy. Whether you’re a pension holder or navigating
The last bull run that we’ve had was a long bull run. And this was where people got overconfident. Right? When you see young kids, you know, making lots of money in these Robin Hood accounts and these TD Ameritrade accounts, buying these individual stocks, that’s a sign that it’s
They’ve got 100% of their money in the market, and they’re trying to pull income out of those accounts every single year, here’s what happens, market goes down, they lose money, but then they still have to take the money that they need. And so now they compound that loss
We live in a world where everything is paperless these days, I’m not a big fan of that. Yeah, I’ve lost very close people in my life, you have also, if you’ve ever dealt with someone that’s lost someone very close, they don’t know where passwords are. They don’t know
