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Kraig Strom, The Income EngineerAuthor: Kraig Strom
Welcome to the Personal Pension Radio Podcast, where it is all about planning correctly today so that you can sit back and reap the retirement lifestyle benefits later! Discover time tested strategies to help you lower your taxes, cut your expenses, and maximize your lifestyle today without sacrificing your retirement lifestyle or legacy tomorrow. Join us as we help you avoid the junk advice offered by unlicensed financial entertainers and the Wall Street marketing machine. We uncover financial strategies that empower you to break away from the herd. Success does not come from a product or a singular strategy. Savings, investing, tax planning, estate planning, insurance, goal setting, income engineering, and lifestyle design must all be considered from a macro perspective. Wealth accumulation is an important component of a financial plan; however, the size of your 401k account, stock portfolio or defined benefit plan, the balance of your accounts can overshadow the most important - the income they can provide. As you plan for the sale of your business or retirement, the question you should ask is, "What will my income be and will I be able to preserve my lifestyle?" You can retire or sell your business with your lifestyle intact. Don't settle for the inaccurate and incomplete advice of Financial Entertainers like Dave Ramsey, Suze Orman, or Jim Cramer. There is a better way! Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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PPR 275 Guaranteed Tax Bill
Episode 275
Monday, 20 May, 2024
Kudos to listener Michelle who sent me an email with a question for her mom Michelle writes: "Kraig, thank you thank you thank you. I'm so glad that i found your show and that you responded to my email. Despite being a realtor for 22 years, I was not familiar with the estate plan changes my mother was contemplating. Without your help, we would have recorded her property title changes all wrong. Backstory: when Michelle introduced me to her mom, i quickly realized that she needed much more in-depth estate planning work. Got questions about maximizing your retirement income, saving for retirement, life insurance, or estate planning? Send me an email to kraig@kraigstrom.com. I am always willing to see if i can Help! DISCLAIMER: Kraig Strom is not an attorney or a certified public accountant. Kraig is a Certified Financial Planner Professional®, a Chartered Financial Consultant®, and an Investment advisor representative. As cool as all that may sound, this video is only helpful hints, tips and education. This video is not specific tax, legal or investment advice. Before you decide to take action on anything you see in this video, please consult with your tax, legal or investment advisor first.
