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How to Control the Uncontrollable

Автор: Fundamental Wealth Designs

Загружено: 2024-11-12

Просмотров: 48

Описание:

In a world of uncertainties, 𝗵𝗼𝘄 𝗰𝗮𝗻 𝘆𝗼𝘂 𝗰𝗼𝗻𝘁𝗿𝗼𝗹 𝘄𝗵𝗮𝘁 𝘀𝗲𝗲𝗺𝘀 𝘂𝗻𝗰𝗼𝗻𝘁𝗿𝗼𝗹𝗹𝗮𝗯𝗹𝗲, like taxes and legislative risks? 🤔

Join us for the 3rd episode of 𝙍𝙚𝙩𝙞𝙧𝙚𝙢𝙚𝙣𝙩 𝘿𝙚𝙨𝙞𝙜𝙣𝙚𝙙 𝘿𝙞𝙛𝙛𝙚𝙧𝙚𝙣𝙩𝙡𝙮 as Billy Voyles and host Spike Spengel discuss how these factors, though out of your direct control, can 𝘀𝗶𝗴𝗻𝗶𝗳𝗶𝗰𝗮𝗻𝘁𝗹𝘆 𝗶𝗺𝗽𝗮𝗰𝘁 𝘆𝗼𝘂𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻𝘀.

Learn how to navigate legislative risks and strategize to minimize their impact on your retirement. Discover the power of Roth conversions in managing taxes and achieving greater financial certainty in retirement. 🙌

Don’t let the uncontrollable dictate 𝘆𝗼𝘂𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗷𝗼𝘂𝗿𝗻𝗲𝘆. Visit us to explore these strategies and take charge of your future.

Call us today at 𝟴𝟴𝟴-𝟯𝟳𝟵-𝟭𝟴𝟰𝟲! 📞

Timestamps are below for your convenience! ⬇️

𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦
00:00 INTRO
01:37 What is a Legislative Risk?
03:22 Let’s Talk Social Security
05:08 Changes Already Made to Laws
06:30 Check Out Our Just Released Book!
09:58 401(k) Decisions
12:30 Will Taxes Lower?
14:08 The Difference with A Roth
19:46 Call Us Today!
21:10 You Might Need an Advisor IF…..
24:23 The 1st Meeting
27:56 OUTRO



=========================================================================
📅📅 If you have specific questions you would like to address with Billy and the team at Fundamental Wealth Designs directly, 𝗯𝗼𝗼𝗸 𝗮 𝗰𝗼𝗺𝗽𝗹𝗶𝗺𝗲𝗻𝘁𝗮𝗿𝘆 𝘃𝗶𝘀𝗶𝘁 here 👇
https://calendly.com/billy-fwd/explor...

=========================================================================
🔴🔴 𝗦𝗨𝗕𝗦𝗖𝗥𝗜𝗕𝗘 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲 𝗧𝗜𝗣𝗦:
   / @fundamentalwd  

=========================================================================
📱📱 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀
Facebook:   / fundamentalwd  
Instagram:   / fundamentalwd  
LinkedIn:   / fundamental-wealth-designs  

#LegislativeRisk
#Taxes
#RothConversion
#socialsecruity
#retirementincome
#financialplanning
#retirementplanning
#financialfreedom
#taxplanning
#financialeducation
#fundamentalwealth
#Minnesota


DISCLOSURE:
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

How to Control the Uncontrollable

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