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Stop Paying Unnecessary Taxes: Rebecca Irey’s Path to a Tax-Free Future
In this powerful episode of The Money Path, host Todd M. Schoenberger sits down with Rebecca Irey, Founder & CEO of Blue Skye Financial, for an eye-opening conversation about how everyday Americans can build a truly tax-free retirement—and why the window to do so may be closing fast.
Rebecca explains why the first step toward financial freedom is a mindset shift: recognizing that tax-free income in retirement isn’t just for the ultra-wealthy. It’s available to nearly everyone who understands how to leverage tax-advantaged planning, smart investment choices, and long-term strategy. She breaks down the importance of Roth conversions while tax rates remain historically low, and warns of the tax implications on the horizon as national debt and government obligations continue to rise.
Todd and Rebecca dive deep into how Roth conversions work, who they’re best suited for, and what retirees nearing Medicare eligibility need to watch out for. Rebecca also shares a unique strategy involving fixed indexed annuities with bonus features—a little-known approach that can help cover tax liabilities during the conversion process.
The episode then shifts to younger investors, with Rebecca sharing real-life stories from 20-something clients who believed the system was stacked against them. She outlines how discipline, intentional sacrifice, and strategic investing helped one couple chart a realistic path to earning $100,000 per year by age 40. Her message is clear: building wealth is possible faster than ever if you understand how money truly works.
Rebecca and Todd also discuss the booming growth in Texas—why so many Americans are moving there, how the state’s tax structure benefits families and business owners, and why Texas’s fiscally conservative policies helped it weather the 2008 housing crisis better than many others. Rebecca offers her perspective on Austin’s rapid expansion, emphasizing the need for the state to preserve its identity while continuing to modernize infrastructure.
Whether you’re planning for retirement, building a business, raising a family, or entering your first investment years, this episode provides a roadmap for financial security—with clear steps to avoid overtaxation, protect wealth, and build a legacy the next generation can build upon.
🎥 The Money Path — Where smart money finds its way forward.
👉 Don’t forget to 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis!
🔗 Website: https://crosscheckmanagement.com/...
📧 Contact on Email: [email protected]
📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent.
#TaxFreeRetirement #RothConversion #RetirementPlanning #RebeccaIrey #BlueSkyeFinancial #BehavioralFinance #FinancialPlanning #WealthBuilding #TaxStrategy #InvestingTips #TheMoneyPath #ToddSchoenberger #CrossCheckMedia #FinancialFreedom #RetireWealthy #TexasEconomy #AustinGrowth #MoneyMindset #LegacyPlanning #SocialSecurity #MedicarePlanning
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By Evergreen Podcasts | CrossCheck MediaIn this powerful episode of The Money Path, host Todd M. Schoenberger sits down with Rebecca Irey, Founder & CEO of Blue Skye Financial, for an eye-opening conversation about how everyday Americans can build a truly tax-free retirement—and why the window to do so may be closing fast.
Rebecca explains why the first step toward financial freedom is a mindset shift: recognizing that tax-free income in retirement isn’t just for the ultra-wealthy. It’s available to nearly everyone who understands how to leverage tax-advantaged planning, smart investment choices, and long-term strategy. She breaks down the importance of Roth conversions while tax rates remain historically low, and warns of the tax implications on the horizon as national debt and government obligations continue to rise.
Todd and Rebecca dive deep into how Roth conversions work, who they’re best suited for, and what retirees nearing Medicare eligibility need to watch out for. Rebecca also shares a unique strategy involving fixed indexed annuities with bonus features—a little-known approach that can help cover tax liabilities during the conversion process.
The episode then shifts to younger investors, with Rebecca sharing real-life stories from 20-something clients who believed the system was stacked against them. She outlines how discipline, intentional sacrifice, and strategic investing helped one couple chart a realistic path to earning $100,000 per year by age 40. Her message is clear: building wealth is possible faster than ever if you understand how money truly works.
Rebecca and Todd also discuss the booming growth in Texas—why so many Americans are moving there, how the state’s tax structure benefits families and business owners, and why Texas’s fiscally conservative policies helped it weather the 2008 housing crisis better than many others. Rebecca offers her perspective on Austin’s rapid expansion, emphasizing the need for the state to preserve its identity while continuing to modernize infrastructure.
Whether you’re planning for retirement, building a business, raising a family, or entering your first investment years, this episode provides a roadmap for financial security—with clear steps to avoid overtaxation, protect wealth, and build a legacy the next generation can build upon.
🎥 The Money Path — Where smart money finds its way forward.
👉 Don’t forget to 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis!
🔗 Website: https://crosscheckmanagement.com/...
📧 Contact on Email: [email protected]
📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent.
#TaxFreeRetirement #RothConversion #RetirementPlanning #RebeccaIrey #BlueSkyeFinancial #BehavioralFinance #FinancialPlanning #WealthBuilding #TaxStrategy #InvestingTips #TheMoneyPath #ToddSchoenberger #CrossCheckMedia #FinancialFreedom #RetireWealthy #TexasEconomy #AustinGrowth #MoneyMindset #LegacyPlanning #SocialSecurity #MedicarePlanning
Learn more about your ad choices. Visit megaphone.fm/adchoices