Orlando, Florida, United States •
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About
I provide a holistic method of looking at this topic, and help you understand psychology of money.
Helping HENRY'S
Are you in the high-earner, asset-light category? You may be a HENRY's. Let's get you on the road to a comfortable retirement with these attainable goals and brilliant methods. We will discuss: - Who are HENRY’S? - Why financial goals are essential? - How to have the “Make money work for you mindset” - What’s with all these buckets? - How to retire with the lifestyle you’ve become accustomed to.
Ticking Tax Time Bomb
Tax Cut Jobs Act set to expire in 2025 may blow a hole in your retirement accounts with probable tax hikes. Let's get you ready to defuse this tax time bomb. - The Roth Guy will expound on when the tax bomb is set to explode. - What is a Roth? - How it differs from Traditional IRA & 401k. - How can you use it in your retirement plan. - Educate on how to employ different tax planning strategies.
Your perspective matters!
What was it like engaging with Jude?
