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Episode 13 - Sam Payne Retirement Income and Social Security
Sam Payne is a Registered Investment Advisor with Payson Financial Services in Temecula, California. Sam helps us realize more retirement income with less taxes and less risk with his expertise in asset management and asset coordination. We talk about the issues of inflation, tax law changes, 2016 Trump tax cuts sunsetting in 2026 and the importance of communication within our family and business structure.
For more insight on your current financial situation, building a lifestyle that gives you freedom without taxes and to be smart about money and finance, schedule a private consultation with Brand Jo - go to https://calendly.com/brandijo/consultation
Money is created, not saved. Money is destroyed by saving. Money must flow in order for you to become rich. You are living the life you choose to live, choose better.
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TERMS AND CONDITIONS
Brandi Jo Newman and its members, officers, directors, owners, employees, agents, representatives, suppliers and service providers provides this website (the “Site”) for informational purposes only. Use of and access to the Site and the information, materials, services, and other content available on or through the Site (“Content”) are subject to these terms of use and all applicable laws.
NO INVESTMENT ADVICE
The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our Site constitutes a solicitation, recommendation, endorsement, or offer by Brandi Jo Newman or any third party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.
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By Brandi Jo Newman
4.8
66 ratings
Sam Payne is a Registered Investment Advisor with Payson Financial Services in Temecula, California. Sam helps us realize more retirement income with less taxes and less risk with his expertise in asset management and asset coordination. We talk about the issues of inflation, tax law changes, 2016 Trump tax cuts sunsetting in 2026 and the importance of communication within our family and business structure.
For more insight on your current financial situation, building a lifestyle that gives you freedom without taxes and to be smart about money and finance, schedule a private consultation with Brand Jo - go to https://calendly.com/brandijo/consultation
Money is created, not saved. Money is destroyed by saving. Money must flow in order for you to become rich. You are living the life you choose to live, choose better.
-----
TERMS AND CONDITIONS
Brandi Jo Newman and its members, officers, directors, owners, employees, agents, representatives, suppliers and service providers provides this website (the “Site”) for informational purposes only. Use of and access to the Site and the information, materials, services, and other content available on or through the Site (“Content”) are subject to these terms of use and all applicable laws.
NO INVESTMENT ADVICE
The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our Site constitutes a solicitation, recommendation, endorsement, or offer by Brandi Jo Newman or any third party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.