What if we told you that there is a tax-free way you could better retain your most valuable employees through an account that they can withdraw money from each year? In this episode, Barry Watts discusses the Golden Handcuff plan you could be using to keep your most valuable employees, and how using the plan … Continue reading Episode 17 – Golden Handcuffs to Retain Valuable Employees →
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Under the new Administration, there are proposed tax increases under review in Washington, and it’s beneficial if you understand them sooner rather than later! In this episode, Barry Watts and Eric Burlison discuss various proposals that have been presented by the Biden Administration that could potentially increase your taxes. Barry and Eric highlight three of … Continue reading Episode 16 – Immediate Tax Increase Being Planned →
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When it comes to your money, it is important to have the right amount in each bucket so you can hold the most amount of non-taxable money. In this episode, Barry Watts dives into conversation about the three buckets your money could fall into, what taxes look like in each bucket, and just how much … Continue reading Episode 15 – Getting More Money into Tax Free Accounts →
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Are you interested in a tax-free account that will help you work towards your retirement goals? In this episode, Barry Watts and Eric Burlison, Tax Strategists and Retirement Designers, take a look at a type account that not many people are aware of and dissect it to help you fully grasp how it works! The … Continue reading Episode 14 – How to Have More Tax Free Income in Retirement →
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Do you understand how annuities work? Do you have negative feelings attached to annuities? We are here to help you answer your questions! In this episode, Barry Watts and Eric Burlison dive into conversations about annuities and how they can be used to benefit you. They aim to provide you with information that will help … Continue reading Episode 13 – Protecting Your Retirement Income →
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Have you ever wondered what someone in the financial industry does with their own accounts? In this episode, Barry Watts and Eric Burlison discuss Barry’s experience in the financial industry and Barry shares some of the things he does personally to get the most out of his own accounts while protecting his assets from the … Continue reading Episode 12 – The Right Faucet to Fill your Retirement Bucket →
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Trying to fill a bucket that has holes in it is impossible and extremely frustrating. In this episode, Barry Watts and Eric Burlison discuss how your financial bucket is constantly leaking through four main holes, and what you can do to address and fix each of them. In this episode we will discuss: What the … Continue reading Episode 11 – Stop Leaking Money from your Retirement Accounts →
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Retirement is like a mountain and it’s the coming down the mountain that is the scary part. In this episode, Barry Watts and Eric Burlison discuss how your retirement is like climbing and descending a mountain, and what you should be doing to plan for that journey. In this episode you will learn: Why retirement … Continue reading Episode 10 – Climbing the Summit of Mt. Retirement →
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Ready to sell a highly appreciated asset, but worried about your tax bill? In this episode, Barry Watts and Eric Burlison are joined by tax strategist Bruce Jones of Tax Wealth. Having been in the financial industry for nearly 50 years, Bruce shares his expertise on mitigating your taxes when it comes to selling highly … Continue reading Episode 9 – Reducing Taxes via the Installment Sale Rule – with Bruce Jones →
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Business owners: how would you like to put away six figures and get a tax deduction for doing so? In this episode, J. Barry Watts dives into segregated asset plans (SAPs), revealing the tax and financial savings you could gain as a business owner for retirement. Discover how your entire family can benefit from this … Continue reading Episode 8 – Why don’t you have a tax deductible Segregated Asset Plan? →
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