When it comes to planning for long-term care, your health is just as important as your wealth in helping you qualify. In this episode, Barry Watts discusses new ways to pay for long-term care, and the importance of planning for long-term care before it is too late! Barry shares the options available to you and … Continue reading Episode 21 – New Ways to Pay for Long-Term Health Care →

Have you ever been in the situation where you are meeting with someone about your finances and you just can’t seem to answer their questions?  This problem happens more frequently than you might think, and we are here to help you never be in that situation again!  In this episode, Barry Watts goes through nine … Continue reading Episode 20 – Questions You Must Answer Before Visiting a Retirement Designer →

You could be paying your child as an employee as a way to increase your tax savings.  Does that sound a little too good to be true? We are here to tell you, it’s not!  In this episode, Barry Watts explains how you are able to set your child up as an employee for your … Continue reading Episode 19 – Saving Taxes By Employing Your Kids →

You did not read the title incorrectly!  There is a $200,000 tax deduction that you could be using! And many times, we don’t see people taking advantage of it.  In this episode, Barry Watts and Eric Burlison dive into conversation about a huge tax deduction that Barry is already using, and how you could be … Continue reading Episode 18 – The $200,000 Tax Deduction I Personally Use →

What if we told you that there is a tax-free way you could better retain your most valuable employees through an account that they can withdraw money from each year? In this episode, Barry Watts discusses the Golden Handcuff plan you could be using to keep your most valuable employees, and how using the plan … Continue reading Episode 17 – Golden Handcuffs to Retain Valuable Employees →

Under the new Administration, there are proposed tax increases under review in Washington, and it’s beneficial if you understand them sooner rather than later!  In this episode, Barry Watts and Eric Burlison discuss various proposals that have been presented by the Biden Administration that could potentially increase your taxes. Barry and Eric highlight three of … Continue reading Episode 16 – Immediate Tax Increase Being Planned →

When it comes to your money, it is important to have the right amount in each bucket so you can hold the most amount of non-taxable money.  In this episode, Barry Watts dives into conversation about the three buckets your money could fall into, what taxes look like in each bucket, and just how much … Continue reading Episode 15 – Getting More Money into Tax Free Accounts →

Are you interested in a tax-free account that will help you work towards your retirement goals?  In this episode, Barry Watts and Eric Burlison, Tax Strategists and Retirement Designers,  take a look at a type account that not many people are aware of and dissect it to help you fully grasp how it works! The … Continue reading Episode 14 – How to Have More Tax Free Income in Retirement →

Do you understand how annuities work? Do you have negative feelings attached to annuities? We are here to help you answer your questions!  In this episode, Barry Watts and Eric Burlison dive into conversations about annuities and how they can be used to benefit you. They aim to provide you with information that will help … Continue reading Episode 13 – Protecting Your Retirement Income →

Have you ever wondered what someone in the financial industry does with their own accounts?  In this episode, Barry Watts and Eric Burlison discuss Barry’s experience in the financial industry and Barry shares some of the things he does personally to get the most out of his own accounts while protecting his assets from the … Continue reading Episode 12 – The Right Faucet to Fill your Retirement Bucket →