Retirement Principles to Protect Assets and Reduce Taxes Legally!
What is the best tax strategy for retirement? In this video, We break down the 5 levels of tax strategy and explain how smart retirement tax planning can improve your financial planning and long-term wealth management results. You’ll learn how to create a tax-efficient retirement income strategy, avoid common tax mistakes, and keep more of […]
Retiring Soon? This NEW $35,000 Social Security Cap Changes Everything
These 3 Social Security Changes May Cut Your Chances for a Lasting Legacy (Especially for those claiming at 62) Three new Social Security proposals are gaining attention in Washington — and they could have a significant impact on retirement income planning, especially for higher-income earners. The most controversial is referred to as the “six-figure limit”. […]
Retire at 55? Suze Says No – Dave Ramsey Says She’s Wrong! (Case Studies)
Suze Orman Says – Wait to Retire at 70 – Dave Ramsey Says 55 – Who is Right? In this video we go over a case study showing why Suze Orman is wrong about retiring early. We also examine Dave Ramsey’s financial advice, particularly concerning retiring at 55 and 401k withdrawals. We discuss how making […]
Why I Stopped Listening to Suze Orman: A CFP’s Guide to Smart Retirement Planning
When it comes to retirement planning and personal finance, one-size-fits-all advice can do more harm than good. In his latest video, Certified Financial Planner Joe Franklin breaks down Suze Orman’s “5 Rules of Never” and shares practical insights to help you retire early, protect your wealth, and enjoy a healthy retirement. At Franklin Wealth Management, we believe financial decisions should reflect your unique goals, […]
Why I Stopped Listening to Suze Orman: Dangerous “Never” Rules
Retire at 55? Suze Says No — Here’s What She Gets Wrong! #retirementplanningat55 #retireearly #certifiedfinancialplanner In this video we look at Suze Orman’s “5 Rules of Never” episode and rank her advice in the Good, Bad & the Ugly columns, giving detail on why we feel the advice is often flawed. Learn about common money […]
Retiring Before 60? 8 Reasons Rolling a 401k to an IRA is a BIG MISTAKE!
Retiring Before 60? 8 Reasons Rolling a 401k to an IRA is a BIG MISTAKE! #Retireearly #earlyretirement #retirementplanning In this video we get into how conversions of after tax funds can be easily botched, how you may be more easily penalized, and how you may have to take out more RMDs when rolling funds from […]
5 Things You MUST KNOW if You’re Retiring With A Pension
5 Things You MUST KNOW If You’re Retiring With A Pension #pensionplanning #rothconversion #socialsecurityretirement Having a pension changes everything in your retirement planning, and many advisors are not familiar with these unique benefits. Certified Financial Planner, Joe Franklin discusses vital considerations for those with a pension, including hidden dangers and what makes some pensions extremely […]
We Only Have 700 Weeks Left After Retirement. Ignoring These Things is a BIG MISTAKE
7 Ways to Get the Most Out of the Healthy Years of Retirement #retirementplanning #healthyretirement #retirementtips In this video, Joe Franklin explains how most people miss out on the full benefit of their healthy years after retirement. For more faith focused insights on financial / retirement planning, tax planning, and intergenerational transfer strategies visit our […]
Ray Dalio Warning: China’s Multi-Pronged Attack on the U.S. (How to Protect from Capital Flight)
China’s Global Financial Push, Capital Flight & What It Means for Your Wealth #chinacapitalflight #useconomyimpact #investingstrategies In this video, we break down why China’s growing aggressiveness and resulting capital flight matters to the U.S. economy and your wealth. We explain what capital flight is, the impact of unfair trade practices, tariffs, and dollar devaluation. You […]
Gold Predicted Every Major Market Crash: Here’s What Its Telling Us NOW
Gold Predicted Every Major Market Crash: Here’s What Its Telling Us NOW The S&P 500 has already lost over 46% since the beginning of 2022. But most people do not see it. This is because they are using the Wrong Measuring Stick. Why should we be measuring versus Gold and not Dollars? What has happened […]