Jun 17, 2022
BRT S03 EP26 (125) 6-17-2022 – Wealth for Life
Topic: Assets – Appreciating vs. Harvesting
Things We Learned This Week
- Appreciating Asset – buy low, sell high, buy an asset and hope it goes up in value – ie Stocks,, Gold, Art, Real Estate, Crypto
- Harvesting Assets – Assets that give off income, or cash flow...
Jun 10, 2022
BRT S03 EP24 (123) 6-10-2022 – Wealth for Life
Topic: WFL - Offense / Defense Gameplan in Investments
Things We Learned This Week
- Balance in a Financial Plan – Combo of Offense & Defense, Synergy of the Mix
- Offense – Stocks, and other growth Assets, Real Estate rental property, owning a business, etc.
- Defense...
Jan 17, 2022
BRT S03 EP03 (102) 1-16-2022 –
Topic: BRT - Retirement & Income Planning from SEP IRA, 401K, to Roth IRA + Tax Brackets to Buckets
What We Learned This Week
- Retirement & Income Planning
- Qualified Plans: ie - 401K & Roth IRA
- SEP IRA for business owners, can defer 25% of income if setup correctly
- Tax Brackets...
Nov 1, 2021
BRT S02 EP 44 (91) 10-31-21 -
Topic: Taxes Are Going Up - How to Grow Your Wealth using the Right Tax Buckets
Guest: Denver
Nowicz, President - Wealth For Life
http://wealthforlife.net/
5 Things We Learned This Week:
- Tax Buckets, broken into 3 categories of Taxed (income), Tax deferred (401K), Tax Free (Roth)
Jun 8, 2021
BRT S02 EP23 (70) 6-6-2021 –
Topic: Why You Need Both Offense and Defense in Your Financial Strategy
Guest: Denver Nowicz,
President - Wealth For Life
http://wealthforlife.net/
What We Learned This Week
- Balance in a Financial Plan – Combo of Offense & Defense, Synergy of the Mix
- Offense – Stocks, and other...