Sunday, January 9, 2011

What is a Retirement Roadmap?

This unique service is offered through Straight Talk Wealth Radio, heard on AM radio stations throughout Southern California.

Most Americans have been marketed into thinking that there is no difference between "saving" for retirement or more properly, "investing" for retirement.

Which of you would pin your entire life's hopes and dreams on events that you can neither predict or control, and on which you could again lose half of your wealth if the ghosts of 2008 (or 2000 for that matter) ever return?

Why don't more people differentiate between their savings strategies (for monies they can not afford to ever lose) and their investing strategies (on money they CAN afford to lose value on as sometimes does happen with investments)? Because savings at today's rates of 1% are as good as losing money against inflation!

But what if you could double the income value of that money every 10 years - GUARANTEED? And what if when you go to withdraw those funds to live on your distributions would be guaranteed to last a life time even if the account values have been withdrawn down to ZERO!

This video shows how to begin.

Saturday, May 1, 2010

Scott Warner on ROTH IRA Conversions

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MP3 File
This topic has brought in more callers than anything in the recent history of the show. So we're still talking about it.

Find out how to transform that ticking tax time bomb (your IRA or 401K) into a permanent source of TAX-FREE income for you, your children and your children's children.

And yes - Scotty purposefully didn't tell me that I had an alfalfa sprout growing on top of my head!

Rest assured that what you see is always what you get at Straight Talk Wealth Radio!
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MP3 File

How to Get an Insurance Company to Pay ROTH Conversion Taxes

This week Bruce covers one method of getting an insurance company to pay some or all of the taxes due on a ROTH IRA Conversion.

This show also covers most of the basics on ROTH IRA Conversions.

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Sunday, April 25, 2010

More on ROTH IRA Conversions

This week I bring a couple of guests into the studio. Walt Lusk, one of the lead financial advisors from the Stewardship-Tarkenton Group; and my daughter Haley, just because she was hanging out with Dad today. But it does give us a chance to play "Are You Smarter Than a 22 Yr. Old?" Listen and you'll see.

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Sunday, April 18, 2010

Your Most Important Retirement Decision Happens in 2010!

To be taxed, or not to be taxed - THAT is the question!

And to be honest, there is no right or wrong answer to that when it comes to converting your taxable IRA or 401K to a TAX-FREE ROTH IRA. But in today's show, we can help you understand HOW to DECIDE.

But, don't put it off, because the deal the IRS will give you in 2010 will never come around again.

It's all in today's show.

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Monday, April 12, 2010

The IRS's Once in a Lifetime Gift to You!

This year, in 2010, the IRS is giving you a chance to permanently avoid the biggest increases in taxes our generation will see in it's lifetime.

If you fail to investigate (right now!) converting your taxable IRA or 401K into TAX-FREE income forever, and then paying the ROTH IRA conversion tax burden over an allowed 2 two-year period, (you can wait until 2013 to pay the last of the conversion taxes) you may regret it for the rest of your financial life.

Don't turn down legal tax avoidance! The IRS and Congress will not repeat this deal.

Find out all about it on this week's show. It's an all new topic but it is perhaps the most important show we've even done.
CLICK HERE to listen to the show!
MP3 File

Sunday, April 4, 2010

Special 2 Hour Easter Show -

This was so great to cover a lot more ground than we usually can.
There's real substance in this show.

We cover the efficiency of money which can be improved to get more
money supply for you and your family while REDUCING risk!

I promise, this show will give you the most complete picture of risks,
and the strategies to avoid them that you have ever heard from us.

MP3 File