Renovating Retirement With Charlie Jewett

In this second episode of Tax Week I'm going to talk a bit about the IRS's job and how to play the game of lowering taxes while having fun. I'll introduce you to the most successful card the IRS has ever played in the game they play which is "take our money and make it THEIRS". Please Rate and Review The Show HERE

In this episode I interview Author David McKnight, who teaches retirees how to be in a zero percent tax bracket. We also talk a bit about a new book he has just released Please Rate and Review The Show HERE

There's a place to put your money where it will grow by a guaranteed 8%-9% per year. Sound too good to be true? Listen to this short episode and see which tool it is and how to use it. Please Rate and Review The Show HERE

How would you answer this question? "Musicians make a lot of money?". It's a hard question to answer....which musician? Some do, some don't. Well, what if someone says "Annuities have high fees" or "Cash value life insurance is a bad investment"? I'm going to give you a tool that will protect you from the bad guys who make sweeping statements to try to get you to buy what pays them the most. Pleas...

In this episode I'm going to walk you through a process I went through in the beginning of my career as a retirement planner. Let's look at the entire history of the S&P 500 Index and see if we can find any clues on how it moves, what happens after loss years, how many loss years vs. gain years etc. There are some hidden gems for your financial planning decisions in looking at how the S&P 500 Inde...

How important is it to have coaches and mentors that you follow in anything you do? Extremely important....the best performers in the world, the people who achieve the best results at what they do, all have coaches. In this episode I'll explain some of my journey using coaches, talk about the status of today's financial gurus and tell you how to find people who tell the truth. Please Rate and Revi...

Is it prudent to think that the market, and our economy, will behave in exactly the same way as two thirds of the work force retires, stops putting money into the stock market and begins to take it out? Is there a chance that the financial "weather" we've experienced as the Baby Boomers saved for retirement may change as they take all of that money out of the market to spend in retirement? This is...

My host is in a different time zone so this looks like it was released on July 5th but trust me....I posted it on the fourth a July like a good American Podcaster! On this Independence Day let me teach you how to make a Declaration of Financial Independence. Please Rate and Review The Show HERE

Competition is great, and capitalism is great, but there's something that's allowed in all industries that I don't think should be allowed in the Financial Services Industry. The damage that this is causing to your retirement is far too much of a price to pay. In this episode I will explain why it's OK when selling popcorn but doing the same thing to retirees...not OK. Please Rate and Review The S...

What are ten sure fire ways to improve your retirement? I'm glad you asked. That's exactly what I'll cover in this episode...ten things you can do to set up your financial and retirement plan for maximum results and maximum enjoyment. Please Rate and Review The Show HERE:

What are the top ten things you absolutely have to avoid to have the best retirement possible? I'll cover them in this episode. Whether you are 30, 40, 50, 60 or 70 avoiding these ten mistakes will dramatically improve your financial and retirement planning.

Traditionally life insurance is for younger couples who have children or a surviving spouse to care for. Well...I'm not traditional, life insurance is just another tool and as with any expert at their craft life insurance can be used to do some pretty incredible things. Listen in on why I think you, or your older parents, or your older friends, should buy life insurance....I cover multiple ways to...

Episode 57 is my plea to you to see clearly the fact that insurance companies played no roll in the 14 trillion dollar loss of net worth experienced by Americans in 2008.  None of my clients lost any money in indexed annuities or indexed universal life insurance and it will help you tremendously to realize that risk is optional in financial and retirement planning.  Listen in to see why.... Please...

This was supposed to be ten minutes long and ended up almost 30. It's so frustrating to me that what the crooks and liars did to you in 2008 and 2009 creates a fear of using the safe strategies that lost no money at all during that time. Listen in and hear why what I teach sounds too good to be true and how to prove to yourself that there is a financial promised land and everything I teach is avai...

No one is allowed to drive a car until the crash test dummies "stress test" the car and make sure you will have the greatest chance of survival. I'm going to show you how to do the same thing for your portfolio: how to stress test the entire plan as a whole, how to stress test each piece individually and how to stress just your portfolio of stocks bonds and mutual funds to know exactly what you wo...

This episode will show you EXACTLY how to know when you can retire and the common mistake that causes you to never know when you have enough money to retire. This is an important episode for sure so dive in, listen to the end and enjoy. Please Rate and Review The Show HERE:

Tiger Woods is great at golf because of how he USES the clubs not because he has great clubs. Give me his clubs and I will not have the same results as he does. In this episode I'm going to show you how to use a Reverse Mortgage to get your investment accounts making 18% per year as just one example. This is a sweet strategy for those who fit the profile. Enjoy Please Rate and Review The Show HERE...

One of the coolest expressions I've ever heard and it fits perfectly with the financial services and retirement planning industry. In this episode I will reveal the "chocolate" that advisors use to lure you into settling for an inferior retirement plan. I was on a 70 foot boat in Honolulu Hawaii so you may hear some pirate sounds! Please Rate and Review The Show HERE

Indexed Annuities with Guaranteed Lifetime Income Riders are notoriously hard for consumers to understand. It doesn't need to be this way! This episode will help you understand the mystery of the "Income Account Value" and the "Benefit Base" or "Protected Income Value", or whatever your insurance company decides to call it. Please Rate and Review The Show HERE:

Very simply, in this episode, I talk about five things every father could and should do to be the best leader and provider he can be. Happy Father's Day! Please Rate and Review The Show HERE:

How would you like to own a vacation home rather than putting money into boring 401ks and IRAs? What if the financial and emotional benefits can be better doing things a little outside of the box? In this episode I compare investing in qualified plans to owning and enjoying vacation homes! Please Rate and Review The Show HERE:  

In this episode, I interviewed Bill Manassero of the Old Dawg's REI Network and Podcast. Bill is in the process of building a 1,000/door real estate empire to create a super-charged, automatic IN-Come account. I love Bill's show, I love what he teaches and after this interview I think he may become one of my closest friends! What a fun guy, we had some laughs. So come laugh at our expense, while y...

I received my first piece of hate mail and thought I would use it to help you understand exactly why I created this show. There is a trance that most American retirees have been put in and I talk about how to avoid making the costly mistake that this writer just made. Will anyone else besides me like this episode? Time will tell but it sure was fun to make! Please Rate and Review The Show HERE:

Would you like to know how to make 20%-70% on your money? Well you need to completely throw away everything the banks and insurance companies TEACH you to do and DO what they actually do themselves. Arbitrage is the holy grail of investing...listen in to see why. Please Rate and Review The Show HERE: 

There is a popular quote "The Devil's in the Details". In this episode, I show you how to find salvation and a bunch of financial angels in the nitty gritty details of how you take policy loans from your life insurance policies. It's literally the difference between never earning interest again and earning interest for life and having money working for you in two places at once! Please Rate and Re...