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In this week’s Hidden Wealth Reviews, I share why now is the time to remove economic uncertainty! I want to teach you how to protect your money in these uncertain times. I have a key question for Baby Boomers and retirees, is the planner you’re currently working with still using the the plan they’ve given you to get to retirement and is it going to be the best plan to get you through retirement?

Many financial experts are predicting a repeat of the 2008 recession. Clients have reached out to us, concerned about the threat of a retirement ruining recession. I want to teach you how Baby Boomers and retirees can protect and provide peace of mind in their retirement using the core four retirement recession risks with the acronym T.I.M.E. which stands for:

  • Taxes are heading higher
  • Inflation is still increasing
  • Markets are more volatile
  • Economic uncertainty will continue

The CNBC All American Economic Survey shows that Americans are more pessimistic about the economy than ever. The survey indicated that 69% of the population has negative views on the economy. Seventy five percent of working class Americans say they are cutting back on entertainment and dinning. Interestingly, 54% of wealthy Americans also indicated that they are cutting back.

Click Here to learn some of the things I want to teach you to do to avoid economic uncertainty.

One strategy that I will be teaching in Tuesday’s Wealth Protection Webinar enables someone who converts money from a traditional IRA to a Roth IRA (and is in the 24% tax bracket) to save on their taxes. Using this solution, they can, by moving as little as $100,000, save $18,000 in unnecessary taxes! While everyone’s tax situation is different, this example provides a good average of the tax savings that we have seen people enjoy when they Roth convert $100,000. Of course, the tax savings are higher for clients who use more than $100,000. Please see the table below for an illustration of these savings.

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We’ve discovered that a lot of clients think that this little understood strategy is just about the tax deduction and they forget about the economic benefits of the vehicle itself. As it happens, this unique, limited-offering strategy had an over 15% return in 2022. That same year, corporate bonds lost 18%, the S & P 500 Index lost 19% and the Nasdaq lost 33%. Imagine, enjoying up return years during traditional stock market down return years as well as having up return years when the market has up return years by using a strategy with non-stock market correlated risk, which saves you an average of $18,000 in unnecessary taxes!

Learn other recession protection planning vehicles that I’ll teach Tuesday such as institutional money management with Exchange-Traded Funds (ETF) indexing. This strategy removes the volatility from your stock market holdings. It provides unlimited market upside with no market downside risk. This allows it to outperform direct stock market portfolio performance without taking the downside market risk.


Here are the things I want to teach you how to avoid:

  • Market volatility that can keep you from being or staying retired
  • Losing large amounts of income to taxes
  • Worrying about running out of money or lowering your retirement lifestyle
  • Pinching pennies in order to enjoy the freedom, flexibility and lifestyle you really want
  • Waiting until two-thirds of your life has come and gone to really LIVE!

Learn how to not just survive in retirement and crippling recession markets but how to thrive in them during retirement! This Tuesday, I will teach you why now is the time to protect yourself from recessions, bigger taxes, higher inflation and stock market crashes. It’s time we take matters into our own hands and take every precaution necessary to protect ourselves. Learn how you can have the ability to give yourself retirement stability. Register now for Tuesday’s Wealth Protection Webinar and learn how you can protect your money by removing economic uncertainty.

To register for Tuesday’s no-cost, no-obligation event, simply follow these four simple steps:

  1. Go to (or scroll down to the form below).
  2. Select the webinar date/time you prefer.
  3. Enter your information thoroughly – make sure to double check your email address.
  4. Click “Reserve My Spot!” to submit, that’s it!

Once you’ve registered, you’ll receive an email containing a personal access link to join Tuesday’s event. Don’t forget to add it to your calendar!

Strong savers in 401(k)s and IRAs and high income earner are the people who will benefit the most from our proven solutions. Proven solutions with a track record of measurable results. Imagine less stress, less worry. Peace of mind retirement protection.

Register for your preferred webinar time now because these events have proven to fill up fast.

Those who attend this event will receive a complimentary copy of my latest eBook:

The Baby Boomer Retirement Breakthrough-The Unfair Advantage to a Safe and Secure Retirement.

CHuck Oliver Retirement Breakthrough

Spouses and Significant Others are Encouraged to Attend This Event Together

Note: We serve Boomers and Retirees all over the Unites States. We have an efficient, supported process to meet online, as have been doing for over 20 years. Our online meetings are private, the access is restricted and we never share our meeting link with anyone who’s not a part of the meeting.

Chuck Oliver
Wealth Strategist | Best-Selling Author
We help Baby Boomers and Retirees thrive in retirement through a clear retirement road map that provides market correction and tax protection to optimize income and assets!