About this webinar
Most financial advice is about the ten percent you manage to save and how to earn a better return on it. This session is about the much larger share that leaves your life before you buy anything... to interest and to tax.
We'll walk through an ordinary household's real numbers, show you why the interest rate was never the variable that mattered, and explain what a small number of families (and nearly every bank in America) do instead.
Every attendee also gets our FREE 17-page written guide, including the ten questions to ask any advisor before you sign anything.
No products are pitched. If this isn't a fit for you, we'll tell you that plainly.
What you'll learn
Where your money actually goes. The line-by-line arithmetic on a normal household's mortgage, cars, and credit cards and why 38 cents of every after-tax dollar is gone before a single purchase. Most people have never seen this number for their own life.
Why "max out the 401(k)" may be the most expensive advice you were ever given. The difference between paying tax on the seed and paying tax on the harvest and what it actually costs to withdraw $150,000 of retirement income—before you've spent a dollar of it.
How a bank thinks about a dollar, and how to do the same thing. Why parked money does one job while a bank's dollar does several; the one vehicle that makes that possible for an individual; and, just as important, who it's wrong for.