Renovating Retirement With Charlie Jewett

Can you imagine eliminating ALL taxes on your retirement income?  Well, you are allowed to and it's called a Roth Conversion.  What's the catch?  You have to pay the taxes TODAY once and done and then your accounts will be tax free forever. Now, can you imagine if there was a way to convert your pre-tax retirement accounts to tax-free Roth IRAs with little to NO tax consequences at all? Now we're...

Today we reveal three tricks to dramatically increase retirement income, including the often overlooked benefits of reverse mortgages and annuities. Eliminate bills. It's awesome. - Charlie Jewett Tired of seeing people struggle to make ends meet in their golden years, we have dedicated ourselves to finding innovative ways to increase retirement income. Discover the power of annuities as an altern...

We are back with special guest April Brown to dispel the myths and show you the truth. Join us to learn how Annuities can provide a secure, low-risk retirement income strategy. In this episode, we uncover hidden truths about brokers' deceptive practices and how they impact your investments. We also expose the high fees charged by investment brokers and find ways to reduce these costs. You'll disco...

We have a special guest joining us today, April Brown, a retired law enforcement professional. And we're having a conversation about the tricks and strategies "Joker Brokers" use to steer you into a plan that doesn't work for you but is really in their best interest. It's mostly deception, and what bugs us is that they are not teaching, just telling. We like to teach and inform our clients so they...

We find most people, our clients and prospects, in the stock market. It's the most popular common thing for people to do. How do you know you want to stay there or that that should be a part of your life unless you know how it actually works? How can you make any decisions if you can't see clearly? So, in today's episode we're going to help you remove some of the confusion of what it is about the...

Today, we're here to chat about what you may have been experiencing for the last couple months in this market, which is where there are losses, there's steak. Watch out vegans, this is not a vegan episode. (Just kidding).  There are lots of laws in the universe, and there seems to be a law that when the market goes down, your joker broker advisor wants to play golf or wants to meet you. Their rela...

We are back for the final installment in this series! We have been reviewing an article that came out ten years ago with a similar title to our podcast episode. And this is the fourth in a series where we are going to unpack each of these ten points, these ten reasons, and help you understand the difference between an Indexed Universal Life policy and a Whole Life policy. We want you to hear both...

We are back to continue our review of an article that came out ten years ago with a similar title to our podcast episode. And this is the third in a series where we are going to unpack each of these ten points, these ten reasons, and help you understand the difference between an Indexed Universal Life policy and a Whole Life policy. We want you to hear both sides, so you are well-informed and can...

Ten years ago, an article came out with a similar title to our podcast episode. And this is the second in a series where we are going to unpack each of these ten points, these ten reasons, and help you understand the difference between an Indexed Universal Life policy and a Whole Life policy. We want you to hear both sides, so you are well-informed and can make the best decisions for yourself and...

Ten years ago, an article came out with a similar title to our podcast episode. And this is the first in a series where we are going to unpack each of these ten points, these ten reasons, and help you understand the difference between an Indexed Universal Life policy and a Whole Life policy. We want you to hear both sides, so you are well-informed and can make the best decisions for yourself and y...

For the second episode of the series Cash Flow & Investment Strategies for Real Estate Investors, Charlie Jewett and Bobby Alford dive deeper into equity, the most misunderstood asset class in the financial industry. Home equity As discussed, home ownership is the biggest asset in people's lives. If that home ownership develops into an asset class, then that becomes the most held asset, and that a...

Charlie Jewett and Bobby Alford kick off a series on cash flow and investment strategies for real estate investors. Familiarize yourself with the basic concepts and learn about advanced strategies in the subsequent episodes. Who is the real estate investor? If you own a house – regardless of whether you live in it or you are using it as a source of cash flow – you are a real estate investor. A hou...

The last thing that I want to teach you this year is when and why to NOT grow your accounts.   Wait...since when is NOT growing your account value a good idea?  Well, when there are two accounts, and the IRS only charges taxes on the lower one.....see where I'm going with this?   You are going to love this strategy and I'll also introduce you to Bobby Alford who is the very first CMP (Certified Me...

How do you get a dog to take that pill that you KNOW will create the healing that dog so desperately needs?  Hide it in peanut butter baby!  As I write my book " Peanut Butter Marketing " I thought I'd share a little of my " Secret Sauce " on how I've been able to help families make major financial decisions over the years.  It's really hard for people to move giant sums of money to a stranger...b...

The Stock Market, stock, bonds and mutual funds, is by far the most common place that I see Americans using as they attempt to grow their retirement accounts.   Though it pays the lowest income, compared to the alternatives, it is also the most common place that I see Americans using to invest their money while actually in retirement taking income from their accounts.  Yet I have met no one in eig...

How hard is it to buy things that have no cost at all and don't reduce your net worth?  If you buy an $8 dinner, you're out $8 and can't earn interest on that money anymore.   If you transfer $200,000 from inferior investments to superior investments it costs NOTHING but most people don't have the courage to make changes to their investments.   Why is that?  Let's talk about the TRUE cost of movin...

None of my clients experience losses followed by dead time only to get back to the same account value they had 5, 6 or 7 years ago.   Is that good or bad?   Listen in and find out if being in recovery is good for you or bad for you in this case.   Please Rate and Review The Show HERE

What do drugs have in common with the stock market...at least in the last twenty years?  If you said "Both can feel good in the short term but hurt you in the long run" you'd be right!  Since all of the modern, more up to date, financial tools and strategies provide more growth, and more income, than the stock market...wouldn't it make sense to begin to break this addiction we have?  Here's a bit...

Wait, what?   How can taxes be awesome?  Oh...in so many ways! This is the final episode of my four part mini-series.   Listen in as I discuss how taxes are an asset and all of the ways to take control of the taxes in your life, lower them and optimize them.    Please Rate and Review The Show HERE    

You don't need the market to go up, or have a good twenty to thirty years, to set yourself up for an amazing life in retirement.   As a matter of fact earning a rate of return is not even necessary for retirement!  Don't believe me?  Listen in as I cover three retirement tools that don't require earning a rate of return at all.   Please Rate and Review The Show HERE

I am certainly not anti-safety but I do have an issue with what this industry tells people to do....to be "safe".   Emergency funds not keeping up with inflation, idol equity sitting inside of homes not earning compound interest and the big one: only using securities and calling that "diversification" all hurt today's retirement plans.  Listen in as I do a deep dive on what we call safety and how...

Nate Miller is one of my favorite advisors in the country.  Nate asked me to be on his podcast and I thought you'd all enjoy our conversation.    Please Rate and Review The Show HERE

No one ever needs 100% of their retirement nest egg for a non-medical emergency BUT most people don't want to "tie up" their money.   Avoiding "non-liquid" strategies will destroy a retirement plan and isn't necessary anyway.  Listen in to learn how protecting yourself against unnecessary risk can cripple your retirement AND how to increase your retirement income by 30-40% using non-liquid strateg...

Imagine a retirement strategy that doesn't even work if you to save 100% of your income during your working years. Thirty years of no salary, only sacrificial savings....putting money away....and it still doesn't work. How much money would you invest in a strategy like that?  Listen in and find out why I'm so shocked that most people fight to put their hard-earned money into this strategy.  

One of the most common questions I get is "How can there be no fees?"  To which I respond "Why would you want to pay fees...you're doing these companies a favor letting them use your money"   How many people would drive from California to New York, spending time and gas money, if flights were free?  That's the situation we find ourselves in today as we choose how to build our retirement nest eggs....