Your Content, Your Currency – Start Trading!
What You’ll Discover Inside (some of this is NERDY, but you’ll thank me):
- Your Needs, Wants, & Wishes: Prioritize goals for clarity and peace of mind. Quantify your dreams with tools like the “4% Rule” and the “Spending Smile.”
- Build Your Income Floor: Create a foundation of income that gives you “permission to spend” guilt-free. Optimize Social Security, bond and MYGA ladders, pensions, and annuities.
- Tax Strategies to Enhance Your Wealth: Defuse your “tax bomb” with Roth conversions. Optimize withdrawal order, charitable giving (DAFs vs. QCDs), HSAs, and 529s.
- Protect Your Assets from Key Risks: Address inflation, market volatility, and healthcare costs confidently. Make informed decisions on insurance and estate planning tools like trusts. Establish “buffer assets.”
- Grow Your Wealth with the “Perfect Portfolio”: Build a portfolio that’s low-cost, tax-efficient, and diversified. Discover Warren Buffett-inspired strategies to grow your wealth.
