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  • The 7 Keys to Wise Financial Stewardship

    The 7 Keys to Wise Financial Stewardship
    2025/10/11
    What creates wealth, and what prohibits or even destroys wealth? It is surprising to many that the answers have less to do with rate of return and how much money you make. Rather, focus, perspective, and habit are often the differences between having and maintaining wealth and not. In this episode, we explore the 7 keys to wise financial stewardship.
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  • Tax-free Planning for Inflation Protection

    Tax-free Planning for Inflation Protection
    2025/10/04
    How can we best protect our retirement from the ravaging effects of inflation? Excusing tax liabilities from our income sources could be one of the best ways to stay ahead of inflationary forces while also increasing our strategy's net Income Production Ability (IPA) and securing potentially 10 years' worth of "inflation-adjustments" all at once.
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  • Common Questions, Uncommon Answers

    Common Questions, Uncommon Answers
    2025/09/20
    In today's episode, we dive into common questions: When should I claim my social security? What does the recent Fed rate cut mean for me? How can I lock in higher rates on my savings for for many years to come? How much and when should I convert to a Roth or IUL? What does the new senior bonus deduction mean for me?
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  • Hidden Potential

    Hidden Potential
    2025/09/06
    Most people have more potential in their financial picture than they might realize. Poorly positioned assets, traditional approaches, and incorrect information keep that potential bottled up. In this episode, we’ll explore how to identify and unleash your financial picture’s hidden potential.
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  • The Tax-free Retirement Income Plan

    The Tax-free Retirement Income Plan
    2025/08/23
    Tax-efficient retirement strategies can be an important part of your retirement, but what about ensuring you cannot outlive your money? What if life throws you curve balls and Murphy's law takes over? This week's episode demonstrates how to create 5 streams of tax-free income and "portfolio insurance" to protect against the unforeseen.
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  • 7 Key Social Security Updates and 7 Claiming Strategies

    7 Key Social Security Updates and 7 Claiming Strategies
    2025/08/16
    This week on the WealthMap Radio, we dive into 7 critical Social Security updates, 7 unique claiming strategies, and a case study demonstrating how to potentially get your social security tax-free, reduce stress on your other retirement assets, get more enjoyment from retirement, and leave an impactful legacy.
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  • Advanced Estate Planning

    Advanced Estate Planning
    2025/08/09
    This episode goes beyond the basics of wills and trusts to explore sophisticated strategies for wealth transfer. We'll examine techniques like charitable remainder trusts and dynasty trusts, explaining how they can protect assets for future generations. Tune in to learn how to minimize estate taxes and ensure your legacy is preserved according to your precise wishes.
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  • Exploring the Engine of a Life Insurance Retirement Plan (LIRP)

    Exploring the Engine of a Life Insurance Retirement Plan (LIRP)
    2025/08/02
    The index strategies within certain Life Insurance Retirement Plans (LIRPs) can provide significant risk-adjusted tax-free returns. In this episode, we'll explore how these "engines" work, how they can help mitigate risk, and aid in the health of a retirement portfolio. Also, we will dive into comparing a typical 60/40 portfolio to a guaranteed lifetime income "private pension" annuity.
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