Episode 231 - Control Your Future - Building Wealth That Never Runs Out with Lance Mays

Lance Mays transitioned from a financial strategist to an author helping retirees protect their hard-earned wealth. He identifies three critical risks: dying too soon, getting sick, or living too long. By focusing on "zero" taxes and losses, he teaches us to build stress-free, tax-free income through smart, proactive planning strategies.

Key Takeaways

• Aim for zero taxes and zero market losses to protect your retirement portfolio.

• Plan for the what-ifs by securing funding for long-term healthcare needs early.

• Convert existing qualified plans to Roth IRAs while current tax rates remain low.

• Use a Life Insurance Retirement Plan to handle death, sickness, and longevity.

• Stop spending more than you make to ensure your wealth lasts a lifetime.

Resources

Lance A. Mays is a financial strategist who helps retirees reduce taxes, protect wealth, and achieve stress-free, tax-free retirement income through smart planning strategies. He is the President of WCI Brokerage.

Lance A. Mays's Book: ZERO IS YOUR HERO! https://www.amazon.com/dp/B0FYJJ4QM4

WCI Brokerage Website: https://wcibrokerage.com

Lance A. Mays's LinkedIn: https://www.linkedin.com/in/lance-mays-3816951a

Lance A. Mays's Instagram: https://www.instagram.com/authorlancemays

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