Podcast thumbnail for Woody CPA Wealth Advisors - Greatest Stock Market Opportunity Ever

Woody CPA Wealth Advisors - Greatest Stock Market Opportunity Ever

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by Woody Alpern

7 episodes
Updated Daily
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Podcast Overview

I am discussing what to do right now to take advantage of what could be the greatest stock market opportunity in a lifetime. I am offering a free master retirement plan to anyone in the world because right now I believe is a singular, unique point in the stock market’s history where unbelievable world-class companies are deeply discounted. Call me at 770-622-9145 to receive a free master retirement plan that will be completely customized for your needs. I believe history is going to show that this was the greatest opportunity ever in the stock market.

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Publishing Since

4/8/2020

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Recent Episodes

Episode thumbnail for Part 2 of 3 Chances are that you will live a lot longer than you think. But how will you pay for it?

May 5, 2020

Part 2 of 3 Chances are that you will live a lot longer than you think. But how will you pay for it?

It is a fact that we are living longer than ever before. And there is a very good chance that you will live a lot longer than you think. That may seem like good news on the surface, but it also comes with significant financial challenges. Learn how to ensure your money will last as long as you do. In this segment I will discuss how Social Security can be one of your best defenses against longevity. We will discuss strategies that the Social Security administration will never tell you. We will also discuss the need for a diversified income plan. We will discuss the particular aspects on building a diversified income plan. We will show you how to turn your current savings and investments into an income workhorse with our income analysis which is free. There is no cost and no sales pitch and no products to sell. This is your chance to learn about the different opportunities and options that can help you generate income in retirement while minimizing risk. To get this free analysis, be one of the first 15 callers to listen to this podcast and call us at 770-622-9145. If you are the kind of person who needs to make the most out of every dollar you save for retirement listen to this podcast and then call us at 770-622-9145. The last place you want to be is 85 years old, full of life and flat broke. Learn how to ensure your money last as long as you do!

Episode thumbnail for Part 1 of 3 - The Financial Challenges of Living Longer & How to Ensure Your Money Lasts.

April 27, 2020

Part 1 of 3 - The Financial Challenges of Living Longer & How to Ensure Your Money Lasts.

It’s a fact, we are living longer than ever before. And there is a very good chance that you will live a lot longer than you think. That may seem like good news on the surface but it also comes with very significant financial challenges. In this three-part series you will learn how to ensure that your money lasts as long as you do. There will be three different segments to this series. Part one will set the stage which is going to define the overall significant impact of living longer. Part two will cover Social Security and will discuss how it’s one of the best defenses against longevity and strategies that the Social Security administration will never tell you. Also in part two I will be discussing the need for diversified income sources and what those sources may look like. The final part will discuss the skyrocketing cost of healthcare and long-term care as well as the fact that inflation can rob your retirement savings and the critical choices you have as it relates to these items.

Episode thumbnail for Not Having a Strategy to Withdraw Money From Your IRA or 401K is a Huge Tax Trap Waiting to Happen!

April 22, 2020

Not Having a Strategy to Withdraw Money From Your IRA or 401K is a Huge Tax Trap Waiting to Happen!

Contributing to your 401(k) is easy. But when you withdraw this money, that’s when things get complicated. And if you don’t have a plan, it can cost you thousands of dollars in taxes, fees, and penalties. The key is to plan well in advance of ever needing this money. If you hate paying taxes now, just wait until you start withdrawing money from your retirement plans. When you turn 70 1/2, required minimum distributions kick in, and you can be forced to sell your investments and withdraw money from your retirement accounts whether you want to or not. And you’ll never get this money back again. This leads us to sequence of returns risk, the risk of retiring in a bear market. You will have to withdraw because of required minimum distribution‘s or simply to have money to live on. But if the market is down you could be in big trouble. Withdrawing money when your accounts are in the red can and this will have grave consequences. The returns during your first 5 to 10 years of retirement are critical to your success. Retiring in a bear market could destroy your savings and investments and those who just happened to get lucky and retire in a bull market fair significantly better than those that don’t. Even if short term volatility averages out into strong long-term returns, retirees could still be in hot water if the sequence of those returns are bad at the very beginning of retirement. It is also important that you develop tax diversification. You do not want to have too many assets that are taxed the same way or at the same time. This accentuates the significance for having proper tax diversification. In my experience, it’s one of the most underrated financial planning concepts. We must build into your withdrawal strategy tax diversification such that you have three baskets of money. The three baskets of money are the taxed always basket, the taxed later basket, and the taxed rarely, if ever, basket, Also One of the best ways to take control of your taxes in retirement is by figuring out the right timing and the right amount of money to convert into a Roth IRA because that will allow you to withdraw money and pay zero taxes when you do. It’s a financial game changer for you and your family. Another benefit of a Roth is that there are no early withdrawal penalties to worry about. If you withdraw from a Roth account before 59 1/2, you only pay taxes on your earnings. We build this into your dynamic withdrawal strategy. I can only build for free a dynamic withdrawal strategy for my first 25 listeners of this podcast. To receive it and schedule a meeting so that we can customize this for you, and the meeting can be virtual, call me at 770-622-9145. You can also email me, woody@cpa4wealth.com.

7 total episodes available

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Frequently asked questions

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What is Woody CPA Wealth Advisors - Greatest Stock Market Opportunity Ever?

I am discussing what to do right now to take advantage of what could be the greatest stock market opportunity in a lifetime. I am offering a free master retirement plan to anyone in the world because right now I believe is a singular, unique point in the stock market’s history where unbelievable world-class companies are deeply discounted. Call me at 770-622-9145 to receive a free master retirement plan that will be completely customized for your needs. I believe history is going to show that this was the greatest opportunity ever in the stock market.

How often does this podcast release new episodes?

This podcast updates daily.

Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

No, this podcast does not typically feature guests.

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