Welcome!
This is just one concept pulled from our 90 minute, critically acclaimed workshop: “Taxes in Retirement - teaching you how to spend your money.”
Your financial journey features many stages: proper planning, accumulating wealth, and retirement (spending your money). Diligent preparation is key, and having the tools to successfully manage the ascent, and then efficient guidance to safely descend the mountain are crucial. We have a passion to educate the world on descending the mountain. All too often our industry is focused on accumulation. Our true calling is teaching people to spend their money wisely and efficiently from a tax, values, and investment risk conscious approach.
If you would like to view the full workshop SIGN UP BELOW. In the meantime, here are what some past guests of the workshop had to say about their experience:
Janine L. – Facebook Recommendation
Great seminar! Who knew there was so much complexity to spending your retirement money? We attended mainly because we had no idea on what funds to start drawing from, when and how it would impact our accounts. We want to make sure what we have lasts so that we can live comfortably in our retirement. Our main purpose was to get some insight and education on spending our retirement money so Uncle Sam doesn’t end up with the majority. So glad we attended. Brad presented the information in a manner that was easy to understand and interesting. It was 90 minutes but only felt like 15. Highly recommend this seminar. If nothing else it will help you understand that taking a passive approach is NOT the answer...after all, you’ve worked hard for your money, don’t let all that hard work end up being paid out in the form of taxes.
Peggy M. – Facebook Recommendation
This workshop was amazing! I learned so much about how taxes work that I never knew and wished I had. Brad is an awesome speaker and teacher! The 90 minute workshop flew by! I am so glad I attended this workshop. I look forward in meeting with Brad to help me with my future, monetarily!
Cindy P. – Facebook Recommendation
This was needed info about current taxation on the money you have been carefully saving for retirement. It would be good to hear this again. Brad clearly loves what he does! Thanks