by Chuck Oliver | Feb 1, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach about the number one thing that’s preventing boomers from having their best retirement. After almost 25 years as a Wealth Architect, the number one thing I’ve seen that makes the most difference in...
by Chuck Oliver | Jan 25, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I stress the importance of getting an MRI on your IRA. The key is that people need “market correction and tax protection.” One client recently shared how glad they were that they took the time to insulate their...
by Chuck Oliver | Jan 18, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review I teach that there’s a financial market storm brewing. Things might be calm for the moment but, there are some upcoming potential dangers from this storm. The number one risk that can wreck retirement is Market Risk...
by Chuck Oliver | Jan 11, 2019 | Hidden Wealth Reviews
What I teach in this week’s Hidden Wealth Review couldn’t be anymore important than it is right now. As we head into this new year, it’s time to consider strongly the importance of a new retirement game plan. I like to compare retirement planning to...
by Chuck Oliver | Jan 4, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach that the international code signal for extreme distress is SOS. As we begin 2019, the markets are giving a whole new meaning to this well-known code. From last October through the first week of trading this year, the...
by Chuck Oliver | Dec 26, 2018 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I want to share with you a New Year’s Resolution that can for sure accomplish a “Retire Your Unnecessary Tax” New Year’s Resolution. We have helped numerous Baby Boomers to learn how they can pay less...
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...