State of Wealth Briefing: “Protecting and Growing Your Wealth”

Click here to download “The Investment Scorecard” we mention on the call. It’s a fantastic tool you can use to see if your investments are lined up with your Investor DNA.

We present a special “State of Wealth” briefing on how to protect your retirement money.

You’ll hear how the growing national debt (which just passed $22 Trillion) is actually putting retirement money at risk …

And we’ll cover what we think is the most dangerous place to store your wealth and money.

We’ll also share insights into how the term “Tax Deferred” is often misrepresented…

And how “playing the wrong game” can cost you hundreds of thousands in retirement.

Best of all, you’ll hear additional ways to protect and grow your money while avoiding many of the risks associated with some qualified accounts.

The presentation is about 30 minutes, and then we answer over 20 questions from live participants for the next 30 minutes.

Here are a few of the questions we answer at the end of the presentation:

• “How has the new tax plan hurt us as far as investing for the future?”
• “What kind of assets would you recommend investing in if we cash out our IRAs and get out of the stock market? “
• “If I build up cash, am I in trouble when inflation hits?”
• “Do you recommend precious metals?”
• “My company matches 401(k) contributions dollar for dollar. Does that overcome the tax issues you are discussing?”
• “Will my Roth IRA be “at risk” like a 401(k) if the government needs money to pay off its debt?”
• “You keep talking about investing according to my Investor DNA. Do you have a tool or quiz to help me figure out what my Investor DNA is?”

We answer all these and many more question during the presentation.