It is a fact that we are living longer than ever before. And there is a very good chance that you will live a lot longer than you think. That may seem like good news on the surface, but it also comes with significant financial challenges. Learn

Part 1 of 3 - The Financial Challenges of Living Longer & How to Ensure Your Money Lasts.

Apr 27th, 2020 9m 16s

It’s a fact, we are living longer than ever before. And there is a very good chance that you will live a lot longer than you think. That may seem like good news on the surface but it also comes with very significant financial challenges. In thi

Not Having a Strategy to Withdraw Money From Your IRA or 401K is a Huge Tax Trap Waiting to Happen!

Apr 22nd, 2020 13m 28s

Contributing to your 401(k) is easy. But when you withdraw this money, that’s when things get complicated. And if you don’t have a plan, it can cost you thousands of dollars in taxes, fees, and penalties. The key is to plan well in advance of e

Hardship due to Coronavirus outbreak? These tax breaks are for you and they are being overlooked.

Apr 20th, 2020 7m 58s

In response to the Coronavirus outbreak, the “CARES” act was made into law to help stabilize the economy. Much of the CARES act is dedicated to providing stimulus to small businesses, however being often overlooked is the tax break provisions f

Learn 7 steps to achieve financial independence (especially at or near retirement).

Apr 14th, 2020 47m 34s

Imagine for a minute that you were financially independent. Imagine you were finally in a place where you had enough money saved and enough money coming in so that you didn’t have to work another day in your life. But becoming financially indep

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Woody CPA Wealth Advisors - Greatest Stock Market Opportunity Ever (Trailer)

Apr 8th, 2020 57s

Woody - CPA Wealth Advisors - World Wide Economy Shutdown - Portfolio-What You Should Do Right Now

Apr 8th, 2020 15m 23s

This is a once-in-a-lifetime opportunity. I firmly believe that we are going to look back at this time and wish we had invested money into the equity markets. It’s an opportunity to re-balance your portfolio, to build a true dynamic withdrawl s

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