Just out here wondering why everyone’s “all set.” In this week’s addition of: Bragging with the Sauce! - Helped a Cardiologist (making 850k year) solidify his income, assets, estate all while building him a plan that has an 80%+ probability ratio for a successful retirement. Oh, and he’ll be in the lowest tax environment that he can possibly be in (under 10%) AND….. He’ll never have to leverage his assets at a loss….. All while spending more in retirement and leaving a bigger legacy. - Also did very similar planning with a Neurologist, 2 hospitalist, and a dermatologist. Set up 2 plastics residents with the fundaments as well as an IM resident. You’re all set like that? If so, then I’m elated for you! THIS IS WHY I DO THIS! To help people better understand REAL planning and make a significant change in their wealth picture. Be blessed and share your highlight reels on social media so I can celebrate your wins too! #thegingerbeardedfinancialrep #wealthmanagement #riskmanagement #financialplanning #legacy #taxfree #invest #protect #diversify #planforyourfuture #advisor #physician #wealth #generationalwealth #estate #future #openminded #termlife #wholelife #etf #mutualfunds #stocks #bonds #retirement
Brandon Fleming, BAS, MHA’s Post
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Just as Jesus sacrificed himself for the greater good, we make sacrifices every day to secure a better tomorrow. Whether it's contributing to your retirement account or making other long-term investments, each sacrifice paves the way for a brighter future. This season let's remember the importance of selflessness and foresight. Let's honour the legacy of sacrifice by taking steps to ensure financial stability for ourselves and our loved ones. #Sacrifice #Easter #FinancialPlanning #SecureFuture #Selflessness #Renewal #BrightFuture #InvestInYourself
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Are you making the sacrifice necessary for #abettertomorrow? Are you financially preparing or preparing for a better tomorrow? Ready to prioritize your future? Call +233 54 5060018/+233 302738242, or WhatsApp +233 50 893 8303 for more information today! You can also visit app.peoplespension.global or dial *789*111# to begin #financialsavings #abetttertomorrow
Just as Jesus sacrificed himself for the greater good, we make sacrifices every day to secure a better tomorrow. Whether it's contributing to your retirement account or making other long-term investments, each sacrifice paves the way for a brighter future. This season let's remember the importance of selflessness and foresight. Let's honour the legacy of sacrifice by taking steps to ensure financial stability for ourselves and our loved ones. #Sacrifice #Easter #FinancialPlanning #SecureFuture #Selflessness #Renewal #BrightFuture #InvestInYourself
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Hey Everyone! I am sure most of you know what I now do for a living, but some might not! Basically I help protect your retirement from loss and ease tax exposure on it as well. Here is a quick video of how I can help https://lnkd.in/epVhR2QE . Feel free to reach out to me if you want to get together for a free meeting to see how I can help you! See insights and ads Boost Comment
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So, life has thrown you a curve ball. What next? Everything happens for a reason, and while it may not feel good when you’re in the trenches, there is a lesson behind every trial. #oakwoodwealthpartners #financialplanning #retirementplanning #wealthmanagement #financialadvisors
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“Kevin helped me plan for the longest holiday of my life” Reaching your end goal whether that be retiring early or retiring with money to spend is our speciality. We can help you fine tune your roadmap to success 🏆 just like we have for hundreds of clients. #wealthmanagement #retirementplanning
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Today, we wish to honor all those who have bravely conquered the challenging journey of battling cancer. At JEHM Wealth & Retirement, we understand the importance of planning for life's unexpected challenges. Just as survivors have conquered adversity, we're here to help you navigate your financial journey with confidence and resilience. Let's work together to ensure your retirement dreams remain within reach, no matter what life throws your way. Here's to celebrating hope, courage, and the power of survivorship! 💪🎗️ #NationalCancerSurvivorsDay #FinancialResilience #RetirementPlanning
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🔍 Curious about the retirement revolution? Our new Barenaked Money episode with Ainsley Mackie, CIM® and Devin Cattelan, CFA®, CFP® unravels the mysteries of the FIRE movement. Discover the rules, the challenges, and how to find fulfilment while planning for early retirement! Tune in now! 🎙️ #FIREMovement #RetirementPlanning #FinancialFreedom https://zurl.co/qOgc
115: Financial Independence, Retire Early | FIRE Movement | Barenaked Money | Episode 115
https://transistor.fm
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