Discover how the Three Dimensions of Authentic Wealth—Foundational, Intellectual, and Financial—can help you build a secure retirement and lasting legacy. In this episode, Doug Andrew and his team reveal how emotional investing, tax-deferred traps, and outdated retirement myths can sabotage your future. Learn why most retirees aren’t in lower tax brackets—and how market volatility, lost deductions, and Required Minimum Distributions (RMDs) can trigger surprise tax bills.
Uncover the truth about precious metals and why they’re often a fear-based distraction. Instead, explore how a properly structured, max-funded Indexed Universal Life (IUL) policy offers tax-free growth, access, and transfer—all while keeping you protected from market losses.
Whether you’re saving for retirement or advising clients, this episode will help you:
Understand the real tax burden of IRAs and 401(k)s
Avoid emotional money mistakes fueled by the media
Embrace IULs and three-dimensional thinking for lasting peace of mind
00:00:00 – How tariffs and headlines hijack your money
00:07:24 – The 4 tax buckets every retiree must understand
00:15:20 – Why tax-deferred plans destroy retirement value
00:16:47 – Are you really going to be in a lower bracket?
00:19:12 – The hidden tax time bomb of RMDs
00:22:30 – The power of IULs for tax-free income
00:24:20 – Are precious metals just fool’s gold?
00:29:17 – Why gold won’t protect you from inflation
00:34:51 – The financial pain of emotional investing
00:41:00 – What authentic wealth means across generations
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