Wealth for Life
Strategies for the Top 10%
Tax Protection & Wealth Innovation
Help for Successful Professionals
Your Wealth Plan should be:
Balanced, Strong,
& Last Forever
Wealth for Life
Wealth for Life
Wealth Strategies for the Top 10%
Tax Protection & Wealth Innovation
Different levels of wealth require different types of planning.
The reality is there are different rules of wealth depending on how much money you have.
If you are a Wealthy Family or Successful Professional looking to multiply and increase your wealth you will follow planning strategies designed for wealthy families.
What’s the best Tax FREE Strategy for households with income over $200k?
You’ve Worked Hard for what you’ve Earned. Now you need a Tax Control Plan for your Wealth.
Tax Free Matching Strategy:
- Grows your Wealth 60% faster
- Protects your Principal
- Provides You a Tax Free Exit at Retirement ($0 Taxes)
Tax Free Matching
Intro to Tax Free Matching Strategy
How Does Tax-Free Matching Strategy Work?
Protects Wealth from Future Tax Increases & Market Losses
Up to 3 to 1 Matching on Client Contributions
Strategy has over $2 Billion Funded & In Force
The Fastest Way to Create LARGE Tax Free Income Streams for Your Retirement
BRT Podcast - Wealth for Life
BRT Podcast - Wealth for Life
BRT Podcast – Wealth for Life
Financial Education
Topics:
-
Wealth for Life – BRT WFL Here
- Financial Planning – BRT Retirement Here
- Investing – BRT Investing Here
- Taxes – BRT Taxes Here
- Legal – BRT Legal Here
Talking about Tax Protection & Scaling Wealth
There are different Strategies for incomes of $250k & up
If You’re Wealthy, mainstream advice will not help you scale
BRT Wealth for Life is co-hosted by:
Denver Nowicz, President – Wealth For Life
https://www.linkedin.com/in/denvernowicz
https://twitter.com/denvernowicz
Denver is an advisor with nearly 20 years experience working with clients in investments and insurance, designing retirement plans with a combo of both. He takes us through different strategies for clients to get the best allocations for their money over the long term. It is the Combo Strategy of both Offense and Defense, the synergy of the mix, not ‘All or Nothing’.
Thank you for Listening.
More Info: https:/brt-show.libsyn.com/
Download the Media Kit: Here
Thank you for Listening.
BRT S03 EP03 (102) 1-16-2022 –
Topic: BRT – Retirement & Income Planning from SEP IRA, 401K, to Roth IRA + Tax Brackets to Buckets
What We Learned This Week
- Retirement & Income Planning
- Qualified Plans: ie – 401K & Roth IRA
- SEP IRA for business owners, can defer 25% of income if setup correctly
- Tax Brackets – tiered system of 10%, then 12%, 22% up to 35% – with more income, pushed into higher bracket and you pay more
- Tax Buckets (3) – Taxed (W2 income), Tax Deferred (401K, IRA), Tax Free (Roth IRA, Life Insurance)
BRT S02 EP44 (91) 10-31-2021 –
Topic: Taxes Are Going Up – How to Grow Your Wealth using the Right Tax Buckets
What We Learned This Week:
- Tax Buckets, broken into 3 categories of Taxed (income), Tax deferred (401K), Tax Free (Roth)
- Taxes are going up – How to Move more $ into a Tax Free Position
- Advisors should ask Clients – Do you want to pay Taxes now when you know the rate, or Pay Taxes Later at Unknown Rate? You are always partners with the Gov’t / IRS
- Arbitrage is Powerful in Finance – borrow cheap $ at 3%, then earn 6% controlling more Capital
- Wealthy like Bezos or Musk use Tax Free Loans to get Money on appreciating stock assets
BRT S02 EP23 (70) 6-6-2021 –
Topic: Why You Need Both Offense and Defense in Your Financial Strategy
What We Learned This Week
- Balance in a Financial Plan – Combo of Offense & Defense, Synergy of the Mix
- Offense – Stocks, and other growth Assets, Real Estate rental property, owning a business, etc.
- Defense – Tax Protection (moving $ to a Tax Free Position), Insurance strategies
- Tax Buckets, broken into 3 categories of taxed (income), tax deferred (401K), tax free (Roth)
- Tax Free Matching – using Leverage of 3 to 1 to increase a retirement strategy and get 60% more income
BRT S02 EP9 (56) 02-28-2021 –
Topic: Investing Class on Economic Indicators, Diversification, & Leverage w/ Denver Nowicz
What We Learned This Week
- Economic Indicators – how they effect the Economy
- The Fed, Money Supply, Market Cycles, Volatility
- Diversification, is it really as good as the business media claims?
- Why the Top Investors do not Diversify & choose to Concentrate their Holdings
- Leverage defined in the financial sense, and how to use it properly
Tax Protection
Tax Protection
Learn the Basics of Tax Protection.
Pay your fair share but not more than you should.
One of the most overlooked areas in financial planning for households with income over $100k.
This can have a Massive Impact on your Financial Future, as Taxes will be your Biggest Expense in Retirement.
Tax Guide
Tax Guide
TAX GUIDE:
The Hidden Tax Threat for the Six Figure Earner
The More You Earn, the More Vulnerable You are to Tax Increases.
If You Earn more than $100K / year, then Taxes will be your Biggest Expense in Retirement.
What You Don’t Know Could Cost You Six Figures or More in Extra Taxes!
Qualified Plans (401K, IRA, SEP IRA) are NOT Tax Savings Plans, they are Tax Deferral Plans. Uncle Sam (Gov’t) will get his ‘cut’ at some point. The Bill always comes Due.
Do You Know What the Tax Rates will be in the Future?
Do You Know What Percentage You Will Lose to Uncle Sam?
Do You Have a Tax Control Plan to Minimize This?
Your Retirement Account will be quite large in the next 20 years +, $1 mil, maybe more.
If you Save $15K a year in taxes in retirement, over 20 years
= $300K in savings.
Would You Like to Know a Strategy that Can Do This?
Download the Tax Guide to help Protect You from Long Term Tax Traps.
Tax Brackets Strategy
Tax Protection
Tax Brackets Strategy :
Taxes vs. Market Losses – Which is worse?
Taxes are a guaranteed 25% to 50% loss each year.
Market losses are bad, but unless you sell, those losses are only on paper. Markets also recover.
Money paid in taxes is gone.
People often underestimate the amount of wealth taxes drain off:
How many years will you spend in retirement?
$23,237 x 25 years in retirement = $580,925
What can that money grow to if you keep it invested vs. sending it to the IRS?
$1 million? $2 million or more?
What would this mean to your lifestyle in retirement? Your legacy?
We all need to pay our fair share but I would rather retain an extra million in wealth vs. pay it all out in taxes.
I think I can do more good in the world by managing and directing the funds.
Get a recap of the strategy here: HERE
Top 3 Wealth Hacks - Arbitrage + Leverage + Capital Efficiency
TFM - Education
Top 3 Wealth Hacks For High Income Professionals:
Arbitrage + Leverage + Capital Efficiency =
Greater Wealth with the Same Effort
Hacking Wealth: What are the shortcuts that will help you get the most from your finances?
The idea of hacking is to get the most out of what you are doing.
To make “it” work better in the most efficient, productive way possible.
What’s the most nutritious fruit? Great, I’ll eat blueberries instead of cantaloupe.
What’s the best workout I can get in the least amount of time? Great, I’ll do H.I.I.T. for 10 minutes instead of jogging for an hour.
What’s the best way to achieve my goals? Great, I will set my intention and visualize every day.
It is in that spirit, that these wealth hacks work. Multiple careers, creating businesses, building income streams.
This is the New Financial Life. The idea of working for 45 years and retiring is dead.
Becoming a superstar in the given projects you are working on…Being the best at your chosen vocation…Building income streams from multiple sources so you can have more time with family, friends, and community.
The freedom and flexibility to contribute and give value when and where you choose for your entire life.
This is the New Financial Life and these Three Wealth Hacks will help you live it.
The Wealth Hacks listed below are not new. There are multiple billions-of-dollars employed into these strategies.
But, I apologize up front, they are not particularly simple. If you have a financial background, the concepts will resonate right away.
If this is new to your wheel-house, check out the video overviews and you will pick it up quickly.
Highlights:
- Wealth Hack #1: Arbitrage – Create 25% or more wealth with the same money
- Wealth Hack #2: Leverage – Save Less, Get More
- Wealth Hack #3: Capital Efficiency – Downside Protection, Locking In Gains, Tax Efficiency
Full Article: https://wealthforlife.net/top-3-wealth-hacks/
Grow Your Wealth Faster
Protect Your Wealth Better
Keep More of Your Wealth
Business Roundtable with Matt Battaglia
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BRT 2.0 looks at the new trends in business, and how classic industries are evolving. We Profile the current Players weekly in an Interview format to give you an inside look, to learn from their own experiences.
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