Disinherit The IRS from Your IRAs

In this week’s Hidden Wealth Review, I teach the immediate importance of immunizing your IRAs from the IRS. This week, the House passed a bill entitled, the “SECURE Act of 2019.” SECURE stands for “Setting Every Community Up for Retirement Enhancement.” This is the biggest change to retirement legislation in over a decade. The purported purpose of the bill is to encourage …

Retired Baby Boomer Number One Regret

In this week’s Hidden Wealth Review, I teach that the number one regret of retired Baby Boomers concerning their retirement is not considering the impact of taxes more closely before and after retiring. Imagine, saving an average of $10,000 to $40,000 a year for the next 25 years (based on projected years of retirement). This translates into two hundred and fifty thousand …

Warren Buffett’s Warning to Investors

In this week’s Hidden Wealth Review, I teach that, in Berkshire Hathaway’s annual report, the greatest investor of all time, Warren Buffett, warned his investors to be prepared to lose half of their retirement savings! His prediction is due to our currently unstable and unpredictable stock market. Start at Because I personally suffered big stock market losses back in 2000, I have …

Most Economic Uncertainty in History

In this week’s Hidden Wealth Review, I teach about the most important lesson I’ve learned and it could not come at a better time. We’re headed into an election year and we’ve got a major shift in demographics. Forbes has an article out that states, “Don’t let the demographic destruction become your retirement destiny.” This is important because about 80 million Baby …

Be Fearful When Others Are Greedy

In this week’s Hidden Wealth Review, I teach about the harsh reality of real retirement returns. Real returns are a key determining factor impacting the security, safety and stability of our retirement futures. The risk, we believe, has never been greater. The S&P 500 is having its best start to the year in 32 years and it’s up 18% in just the …