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Wealth Talks

With a special emphasis on finances we talk about things that create wealth in your life. It's like a dinner table conversation once a week.
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Now displaying: September, 2021
Sep 28, 2021

September 17-18th marked our first LIVE event since early 2020. It was wonderful! Seeing people in person, face to face, is something no Zoom conference can replace.

Today on Wealth Talks, Tom and John are joined by Michele. Together, they give you a brief synopsis of the event.

Resources: https://www.life-benefits.com/store-detail/#sw-seminar

Sep 14, 2021

Taxes are unpleasant, yet it is important to plan for them if one wants to pay as little as possible. Sadly, many people are planning in a way that will cost them in the long run.

Today, Tom and John are joined by special guest Martha Baker-Starr, a Certified Tax Coach™. Together, they talk about the importance of planning for taxes over the long term. Listen now on WealthTalks.

Contact: Martha@ProsperousStrategies.com  or call 803-256-1083 ext 104

Sep 7, 2021

We put fences around our homes and locks on our doors to protect our physical property. But do we do anything to protect our intellectual property? Coca-Cola, MacDonald’s and Nike sure have, but what about us?

Intellectual property is extremely important and should be properly protected, but it’s tough to know how to do so. Should you file for a Copyright? Trademark? Patent? Even if you know which form of protection is right for you, filing with the US Government can be a real pain.

Today on Wealth Talks, Tom and John are joined by Attorney Mark Wright. Mr. Wright has an extensive history of protecting intellectual property across the private, corporate, and government sectors; from small businesses to Fortune 500 companies. Listen now to hear His insight on intellectual protection.

 

Resources: Attorney Mark Wright contact: info@wrightlawgroup.com

Sep 1, 2021
Average returns don’t mean actual returns. On the surface this doesn’t sound like it would be a huge issue. But it is. 
 
In addition, the benefit of a 401(k) tax deferral used to be estimated about 9%, but not anymore. And fees continue taking a steady told each year which erodes your compounding base. 
 
These factors, as well as liquidity issues and insufficient accumulation of funds in most plans are prompting people to save in other vehicles even if they continue to use a 401(k). 
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