020. Creating a 5-Star Retirement Plan

  Рет қаралды 17

Watts On Wealth

Watts On Wealth

Күн бұрын

Barry Watts discussed various retirement planning and wealth management strategies, emphasizing the importance of protecting principal, preserving wealth, and considering taxes and investment losses. He highlighted the need for a tax-efficient retirement plan and the potential consequences of not being prepared for future tax increases. Barry also stressed the importance of conducting a mid-year financial checkup, understanding 401k contributions and employer matches, and having a comprehensive retirement plan with a five-star rating. This plan should include a reliable income strategy, tax reduction strategy, investment strategy to protect principal, plan to address healthcare, and an estate planning strategy.
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- 020. Creating a 5-Star Retirement Plan -
“Thank you for Listening” - J. Barry Watts
#JBarryWatts #RetirementPlanning #inflation
#TruthAboutTaxesAndRetirement #WealthCareCorporation #SavingYouTaxes #Springfield #MO #Missouri #Retirement #RetirementStrategy #tax #taxes #WealthCareCorp #WattsOnWealth #watts #barrywatts

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