Worried About Running Out of Time or Money? 7 Hacks to Make the Best Use of Both!
The retirement playbook is changing due to rising interest rates, high inflation in retirement and skyrocketing insurance costs. In this video, Certified Financial Planner, Joe Franklin explores how downsizing, moving, decluttering and many other tax planning strategies can be used to ensure your retirement lasts longer than you do. We also review the 2026 long-term […]
New Social Security Bill in Congress: What Happens When They Eliminate This?
Could Congress Eliminate the Social Security Earnings Test? What Retirees Need to Know For many Americans nearing retirement, Social Security plays a major role in their financial plan. But one rule continues to create confusion and frustration for retirees who want to keep working while collecting benefits: the Social Security earnings test. Now, a proposed […]
Wealth Principles in Scripture vs The Millionaire Next Door: They Both Agree on This!
Many individuals appear to have it all together, but their bank accounts often tell a different story. This video explores the importance of building true wealth through consistent work and sound personal finance practices. Certified Financial Planner, Joe Franklin, discusses how cultivating success habits and a strong wealth mindset are crucial and delves into the […]
The Smart Order to Withdraw Retirement Income (And Why Most People Get It Wrong)
When it comes to retirement planning, most people focus on how much they’ve saved. But in reality, one of the biggest financial differences in retirement comes down to something far more strategic: The order in which you withdraw your income. Get this wrong, and you could unintentionally increase your tax bill, reduce your lifetime income, […]
The Smartest Roth Conversion Tax Strategy for 401k Millionaires || Don’t Cut This Short
How Do SMART 401(k) Millionaires Pay Their Roth Conversion Tax? #rothconversion #taxplanning #retirementplanning Certified Financial Planner, Joe Franklin shares where to pull funds from to pay Roth Conversion Taxes and the optimal time to convert. This video explains strategies for Roth conversions, including how to pay taxes using outside sources and the benefits of converting […]
Working & Receiving Social Security: What Happens When They Eliminate This?
Social Security Update: Claiming Early and Still Working? Here’s What’s About to Change. It’s set to Significantly Impact those retiring BEFORE Age 67! #socialsecurityretirement #socialsecurityupdate #earlyretirement These New potential Social Security changes could dramatically impact retirees as the Senior Citizens Freedom to Work Act of 2026 proposes eliminating the earnings test. This Social Security update […]
401k vs Social Security vs Stocks: Don’t Spend This First! (The Safest Option)
If you withdraw $20,000 from your 401(k)… how could the IRS end up taxing you like you took out $37,000? It sounds impossible, but it happens when you turn on retirement income in the wrong order. In this video, we break down 401(k) vs Social Security vs Stocks and other taxable assets and the claiming […]
How New Social Security Proposals Could Reshape Retirement Planning
Recent Social Security reform proposals are gaining attention- and for good reason. With projections showing the Social Security trust fund could face a shortfall within the next decade, policymakers are exploring changes that could significantly alter how benefits are calculated, taxed, and claimed. While no legislation is final, three major ideas are emerging as leading […]
The ZERO Tax Trifecta: How the Rich Avoid Taxes!
Learn how the rich pay zero taxes using proven tax strategies like LLC tax strategies, and legal ways to reduce taxable income through in depth tax planning. Borrow these strategies used by Elon Musk and Warren Buffett, borrowing until you die and using charitable strategies. This video breaks down how wealthy individuals use tax-efficient investing, […]
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 […]