by Chuck Oliver | Jun 14, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach why it’s important to have a retirement risk plan in place. The timing couldn’t be more critical than it is right now. For years I’ve taught about protecting yourself from taxes and market losses....
by Chuck Oliver | Jun 7, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach about the two biggest retirement risks facing Baby Boomers and why these are lining up in a big way right now. Recent headlines warn of a trade war triggered recession, the S&P’s $4 trillion loss in May and...
by Chuck Oliver | May 30, 2019 | Hidden Wealth Reviews
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...
by Chuck Oliver | May 23, 2019 | Hidden Wealth Reviews
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...
by Chuck Oliver | May 17, 2019 | Hidden Wealth Reviews
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...
by Chuck Oliver | May 10, 2019 | Hidden Wealth Reviews
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...
by Chuck Oliver | May 3, 2019 | Hidden Wealth Reviews
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...
by Chuck Oliver | Apr 25, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach about the top mistakes that retirees make. I recently read two articles on this topic. One article was on Motley Fool and the other was on MSN Money. According to these two articles, the top two mistakes are: 1. Not...
by Chuck Oliver | Apr 18, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach that the number one regret of retired Baby Boomers is not paying attention to planning for the impact of taxes in retirement. One of the biggest and most profound ways to boost retirement is to use tax-advantaged...
by Chuck Oliver | Apr 12, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach that less is more when it comes to taxes! It’s seems simple but, the less you pay, the more you keep. In order to keep more and pay less you have to have a plan, which almost no one does and that’s why...
