Maximizing Wealth: The Power of Deferred Tax Strategies with Shawn O'Keefe
Steve is joined with special guest Shawn O'Keefe, and they explore a crucial tax strategy for maximizing wealth. Discover how this unique approach allows sellers of highly appreciated assets to defer capital gains taxes, keeping more money working for them. Whether you're a small business owner, en…
Mastering Retirement: Navigating Taxes & Strategic Financial Planning
Discover the importance of having a solid tax strategy in retirement, as Steve and Derrick discuss the significant impact taxes can have on your retirement income. Learn why merely having financial assets isn't enough and how a comprehensive tax plan can optimize your financial future. Delve into …
Overcoming Retirement Spending Fears
Learn why understanding your retirement income potential is crucial for living your best life post-retirement. Explore heartwarming stories of clients who have embraced their golden years with joy and fulfillment, debunking the myth of dwindling opportunities in retirement. Gain valuable tips on cr…
Jeff Bezos Tax Strategy: Navigating Retirement Taxes & Inflation
Discover actionable insights to safeguard your wealth against inflationary pressures and market uncertainties, as Steve and Derrick provide expert guidance on building a comprehensive retirement income plan. From Roth conversions to diversification strategies, learn how to maximize income streams a…
Navigating Divorce & Retirement: Financial Insights for Life Transitions
From the impact on standard of living to the division of assets and retirement planning, Steve and Derrick provide valuable insights into the financial repercussions of divorce. They emphasize the importance of total re-planning and proper financial guidance to mitigate the challenges of starting o…
Shaq's Financial Playbook: Strategies for Smart Investments
Despite his immense wealth, Shaq's journey to financial stability offers valuable lessons for everyone. Learn how Shaq leverages his trusted advisors to evaluate business offers and secure his financial future. Discover the importance of having a non-emotional approach to financial planning and how…
Maximizing Social Security Benefits: Strategies for a Secure Retirement
Discover how timing plays a crucial role in Social Security elections and how making informed choices can significantly impact your retirement income. Learn from real-life examples, including one where a client preserved their benefits by understanding the implications of their decision. Don't lea…
Babe Ruth's Annuity Legacy & Securing Retirement Income: Insights from Hoyl Financial Group
Discover how Ruth's purchase of an annuity in the 1920s provided him with financial security during the tumultuous years following the Great Depression, offering valuable lessons for today's retirement planning. In this episode, Steve and Derek discuss the evolution of annuities and the importance…
Tyler Perry's Retirement Plan & Unveiling Retirement Myths: A Financial Insight
Join Steve and Derrick as they discuss the fascinating retirement plans of Tyler Perry and unveil common retirement myths. From Tyler Perry's vision of a laid-back retirement to the reality of financial planning, this episode offers valuable insights into retirement preparation. Explore the importa…
Overcome Financial Mistakes with Hoyl Financial Group
In this episode, Steve and Derrick share insights on overcoming financial mistakes, handling unexpected challenges, and crafting a secure financial future. Discover how Steve and his team help clients navigate through credit card debt, auto loans, and retirement planning intricacies. Whether you're…