by Chuck Oliver | Dec 21, 2018 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I encourage you to investigate how to insulate your serious retirement savings from all of this market turmoil. This past week, a client shared that he had lost about $80,000 in December alone! That’s not including the...
by Chuck Oliver | Dec 10, 2018 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I want you to imagine, no tax on the growth of your money, no tax on the use of your money and no tax on the transfer of your money to subsequent generations. Towards the end of each year, people’s attention seems to...
by Chuck Oliver | Dec 7, 2018 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach how you can stop losing money. We met with a client who was referred to us this last week. He said he had lost more in one day than most people make in a year. Another client contacted us to say that he had lost...
by Chuck Oliver | Nov 21, 2018 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I want to ask you a question. Can you afford to continue to lose your retirement savings? Many people we have met have lost 15% to 20% of their retirement savings in the last 6 weeks! I’ve spoken with several people who...
by Chuck Oliver | Nov 16, 2018 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I want to ask you a question. Can you afford to lose more and more of your retirement? I recently met with someone who told me, “I can’t afford to lose another 10%.” October will go down as one of the worst...
by Chuck Oliver | Nov 9, 2018 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach that the tax world, as we know it, has just changed again. The Republicans have lost control of the House of Representatives, the constitutional starting point for all tax legislation. The Democratic Party is already...
by Chuck Oliver | Nov 2, 2018 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach about the number one Baby Boomer retirement trap. If you’ve saved $250,000 or more for retirement, this trap is significant. But, there’s never been a better window of opportunity to avoid this trap....
by Chuck Oliver | Oct 25, 2018 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach the three biggest retirement risks for Baby Boomers. I use the acronym “TIP” to teach this concept. TIP stands for: Taxes. Taxes hit Baby Boomers from many angles: income taxes, taxes on Social Security...
by Chuck Oliver | Oct 19, 2018 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach that the number one reduction to a Baby Boomer’s retirement income is tax. Due to the uncertainty of an increasingly volatile stock market, the only area of retirement you can control is eliminating unnecessary...
by Chuck Oliver | Oct 12, 2018 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach how you can re-engineer you retirement risk so that you retire the top two Baby Boomer Retirement Risks. In my nearly quarter century as a Wealth Strategist, the top two success techniques I’ve seen Baby Boomers...
