96: The Great Wealth Transfer - Coming Market Changes - Good and Bad of Annuities
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Handling The Negative Junk in Life
How to react to the bricks that will get thrown at you as you grow your business and your brand.
If you spend time reading or listening to the negatives that are thrown at you, you'll struggle to break through to the next level.
Take the negativity and the bricks which are thrown at you to build your foundation higher than it's ever been.
Advanced Tax Planning
30 Trillion Dollars will be transferring down from Baby Boomers to their heirs.
This is going to be a huge windfall for the Federal government because most people haven't taken the actions they need to take in order to protect these assets as they transfer to their family members.
Learn how to "dis-inherit" the IRS. There are actions you can take to make sure the IRS isn't a major heir to your estate.
The Potential Market Changes Coming
We've seen several months of a negative trend in our market. The question is whether that's it and now it's going to move back up as we move forward.
The tax bill and tariffs have already passed and we've seen the upward momentum from the tax bill.
The average "Bear Market" lasts about 8 months. A lot of experts are predicting we're going toward a downtrend in the near future.
There are options for you to invest where they won't be negatively impacted by the market. Ask your investment advisor for some direction in this.
Retire Well Video Series
http://LeanOnTheWall.com
Get access to the complete Retire Well Video Series right now and learn the basics of investing for retirement.
Annuities - The Good, the Bad, and the Undiscovered
There have been a lot of changes in the annuities market which have improved things for investors. But you need to know what your goals are for your investments.
There are a variety of annuities and some are good for different situations. Some are very expensive investments, so you have to make sure you're looking out for "Financial Salesmen" who are motivated to move you into those annuities because they make a nice profit from them up front.
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