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Tax-Free Wealth: Joseph Lombardi Explains Strategies the Rich Use
Never Been Promoted Podcast with Thomas Helfrich
Joseph Lombardi shares his insights on financial freedom, wealth-building strategies, and how to leverage IRS tax codes to create generational wealth. As the founder of IronHawk Financial, he breaks down how everyday people can use the same strategies as the ultra-wealthy to protect and grow their money.
About Joseph Lombardi:
Joseph Lombardi is the founder of IronHawk Financial, a wealth management firm specializing in advanced tax-free retirement strategies, financial protection, and business structuring. With over 21 years in the industry, he has worked with thousands of clients, helping them secure over $2 billion in protection and rollovers. He is also a best-selling author with books including Be Your Own Bank, There’s a Better Way Than a 401(k), and Long-Term Care Without Long-Term Pains.
In this episode, Thomas and Joseph discuss:
- How the Wealthy Use Tax Codes to Their Advantage
Joseph breaks down IRS Code Section 7702 and how it allows individuals to build tax-free wealth outside of traditional retirement accounts.
- Why 401(k)s Aren’t the Best Option for Retirement
He explains how Wall Street and the government benefit from 401(k) plans more than the average person and how alternative strategies can provide higher returns and lower tax burdens.
- Building an Asset That Pays You for Life
Joseph shares how indexed universal life insurance (IULs) and other alternative investments allow people to access funds tax-free, avoid market volatility, and create financial security.
Key Takeaways:
- The Rich Don’t Pay Taxes Like Everyone Else—And You Don’t Have To Either
Using legal IRS loopholes, individuals can structure their finances to minimize taxes and maximize wealth accumulation.
- Cash Flow is More Important Than Net Worth
Building wealth isn’t just about having a big number in a retirement account—it’s about creating a steady stream of income that lasts a lifetime.
- Entrepreneurs and High Earners Need to Think Differently About Money
Joseph emphasizes that most people focus on accumulating wealth without knowing how to keep more of it. Structuring finances strategically can lead to long-term financial independence.
“If you’re putting your money into a 401(k), you’re setting yourself up to give half of it to the government and Wall Street. There’s a better way.” — Joseph Lombardi
CONNECT WITH JOSEPH LOMBARDI:
Website: https://www.ironhawkfinancial.com/
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/joseph-lombardi-ironhawk/
CONNECT WITH THOMAS:
X (Twitter): https://twitter.com/thelfrich | https://twitter.com/nevbeenpromoted
Facebook: https://www.facebook.com/n
Is an opinion platform hosted by Marvin “Truth” Davis. My life and career...
Listen on: Apple Podcasts Spotify
Support the show
Serious about LinkedIn Lead Generation? Stop Guessing what to do on LinkedIn and ignite revenue from relevance with Instantly Relevant Lead System
View all episodes
By Thomas HelfrichNever Been Promoted Podcast with Thomas Helfrich
Joseph Lombardi shares his insights on financial freedom, wealth-building strategies, and how to leverage IRS tax codes to create generational wealth. As the founder of IronHawk Financial, he breaks down how everyday people can use the same strategies as the ultra-wealthy to protect and grow their money.
About Joseph Lombardi:
Joseph Lombardi is the founder of IronHawk Financial, a wealth management firm specializing in advanced tax-free retirement strategies, financial protection, and business structuring. With over 21 years in the industry, he has worked with thousands of clients, helping them secure over $2 billion in protection and rollovers. He is also a best-selling author with books including Be Your Own Bank, There’s a Better Way Than a 401(k), and Long-Term Care Without Long-Term Pains.
In this episode, Thomas and Joseph discuss:
- How the Wealthy Use Tax Codes to Their Advantage
Joseph breaks down IRS Code Section 7702 and how it allows individuals to build tax-free wealth outside of traditional retirement accounts.
- Why 401(k)s Aren’t the Best Option for Retirement
He explains how Wall Street and the government benefit from 401(k) plans more than the average person and how alternative strategies can provide higher returns and lower tax burdens.
- Building an Asset That Pays You for Life
Joseph shares how indexed universal life insurance (IULs) and other alternative investments allow people to access funds tax-free, avoid market volatility, and create financial security.
Key Takeaways:
- The Rich Don’t Pay Taxes Like Everyone Else—And You Don’t Have To Either
Using legal IRS loopholes, individuals can structure their finances to minimize taxes and maximize wealth accumulation.
- Cash Flow is More Important Than Net Worth
Building wealth isn’t just about having a big number in a retirement account—it’s about creating a steady stream of income that lasts a lifetime.
- Entrepreneurs and High Earners Need to Think Differently About Money
Joseph emphasizes that most people focus on accumulating wealth without knowing how to keep more of it. Structuring finances strategically can lead to long-term financial independence.
“If you’re putting your money into a 401(k), you’re setting yourself up to give half of it to the government and Wall Street. There’s a better way.” — Joseph Lombardi
CONNECT WITH JOSEPH LOMBARDI:
Website: https://www.ironhawkfinancial.com/
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/joseph-lombardi-ironhawk/
CONNECT WITH THOMAS:
X (Twitter): https://twitter.com/thelfrich | https://twitter.com/nevbeenpromoted
Facebook: https://www.facebook.com/n
Is an opinion platform hosted by Marvin “Truth” Davis. My life and career...
Listen on: Apple Podcasts Spotify
Support the show
Serious about LinkedIn Lead Generation? Stop Guessing what to do on LinkedIn and ignite revenue from relevance with Instantly Relevant Lead System