Achieving a Tax-Efficient Financial Future: Unraveling the Power of Zero

Ep#151: Achieving a Tax-Efficient Financial Future: Unraveling the Power of Zero.

What if you could secure your financial future in a tax-efficient manner? Join us as we unravel the powerful concepts in David McKnight's book, 'The Power of Zero.' We kick off the episode with a discussion on the dire warning issued by CPA David Walker, and why relying solely on Social Security and Medicare for retirement is a risky move. Discover the importance of understanding these systems and how they can impact your financial future.

We also dive into the different tax buckets - taxable, tax-deferred, and tax-free. Learn the benefits and drawbacks of tax-deferred accounts like 401k's, IRA's, and others, as well as the hidden taxes, penalties, and fees that can negatively impact your long-term financial goals. Moreover, we explore the advantages of maximizing tax-free retirement savings through vehicles such as Roth IRAs and the Life Insurance Retirement Plan (LIRP). Don't miss this opportunity to gain valuable insights and take control of your financial destiny!

Disclaimer:  We are not doctors, therapists, psychologists, lawyers, or medical professionals of any kind. Please be advised if you have any life threatening medical conditions or mental health, please see your doctor. National Suicide Hotline: 988
 
 Thank you for all the continued support. Please leave us a review  here or on our Facebook Page: Sexy Freedom Media
You can also send us a note or review to [email protected]

Join our Facebook Group: Sexy, Successful, and Soul Fed
 https://www.facebook.com/groups/sexys...

Thank you for your gifts and financial support of this podcast through Venmo @SexyFreedomMedia

Helen Edwards is a Financial Strategist, Creator of Speaking Events, Workshops, Yoga Retreats, & Host to the Sexy Freedom Media Podcast. International Author: Nothing Sexier Than Freedom & Your Inner Evolution.

January Liddell is a Financial Expert, author, and military wife. Click our Link below to find more information on us and our offers today! More info here: https://januaryliddell.com/

CLICK HERE for to book your 10-minute Financial Consultation

Get your copy of the book, Nothing Sexier Than Freedom
CLICK HERE FOR MORE INFORMATION:
https://linktr.ee/sexyfreedommedia
 
Support the show "Buy us a coffee"
https://www.buymeacoffee.com/Helofajo...
https://www.buymeacoffee.com/januarylidl
 
**Want to start your own podcast? We love using Buzzsprout! Following the link in the show notes let's Buzzsprout know we sent you, gets you a $20 credit if you sign up for a paid plan, and helps support our show. https://www.buzzsprout.com/?referrer_...

Support the show