Bob and Ernesto Interview on
Financial Planning
Ernesto interviews Bob Mayberry Retired Certified Financial Planner and President of
Senior Financial Concepts on his experiences helping people over 50 years.
Ask yourself this?
WHAT MATTERS MOST FOR MY RETIREMENT
Ed Slott, CPA Tax Advisor Educational Videos
CPA Ed Slott Explains Tax Efficient Investing
Ed Slott, CPA Life Insurance for Life Beyond
CPA Ed Slott Avoiding Taxes In Retirement
Tax Advisor Ed Slott on the IUL
Ed Slott - Stay Rich Forever & Ever
Protecting Your Retirement Income from Taxes
Ed Slott IUL Tax Free Retirement
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CPA Ed Slott Explains Tax Efficient Investing
"If you have taxable savings, you have a problem," thinks nationally recognized tax expert, Ed Slott, CPA. Learn how to avoid investment risk, tax risk, and end-of-life risk. When would you like to pay taxes? Now? Later? Or Never? Contact Grace Tax Advisory Group to learn how make your money last as long as you do -
Ed Slott, CPA Life Insurance for Life Beyond
CPA, Ed Slott, Life Insurance, Permanent Insurance, Whole Life, Universal Life, Insurance, Estate Planning, Estate Taxes, Estate Planning Specialists, Phillips Financial, Family Bank Strategy -
CPA Ed Slott Avoiding Taxes In Retirement
Avoiding taxes on retirement savings -
Tax Advisor Ed Slott on the IUL
Renowned Tax Advisor Ed Slott explains why the IUL Plan is the single best place for American's to put their retirement savings. -
Ed Slott - Stay Rich Forever & Ever
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Protecting Your Retirement Income from Taxes
Tax Reduction Specialist and CPA, Ed Slott, reveals retirement income strategies that maximize your money and nearly elimates taxes. -
Ed Slott IUL Tax Free Retirement
This video demonstrates the power of having a tax free retirement using the IUL strategy. Applied knowledge empowers you to advance with achieving your financial goals. Contact the licensed agent whom shared this powerful message and apply the knowledge you learned.
Educational And Other Insightful Videos
Below you will find our entertaining and educational explanation videos and short online seminars that are available for your viewing pleasure. Simply click on the title of the video you would like to watch.
Traditional Brokers Vs. Fiduciaries
The wealth management industry is transitioning from traditional brokerage models that live in a world of suitability with commission bias toward the Registered Investment Advisor model, with fee-based model acting in a fiduciary capacity. This brief video illustrates how this subtle change eliminates conflicts of interest and ensures you that Donato Wealth Management provides you their best thinking (italicize) as you work together toward your retirement goals and objectives.
The Basics Of Fixed Indexed Annuities
One of the most misunderstood and unenlightened retirement vehicles is the Fixed Indexed Annuity. Annuities are capable of providing a variety of diverse solutions that may help some clients with their retirement needs. We believe working with a fiduciary Advisor to help navigate this complex world of annuities to determine if and which annuity might be best for you will give you the peace of mind that you have made the right decision.
Questions to Help Evaluate Annuities
Due to the vast variety of annuity types along with numerous costs, benefits and riders available in the marketplace, we believe our clients should know what questions to ask when considering whether a Fixed Indexed Annuity is the best option to help them achieve their retirement goals. This brief video will help give you clarity, insight, and understanding to make a more informed decision.
Tax Free Retirement Explained in 3 Minutes – Ed Slott, CPA Tax Advisor
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Investment advisory services are offered through Foundations Investment Advisors, LLC and is a SEC registered investment advisor.
