Episode 7

full
Published on:

5th Jun 2020

TAX SMART TAX ZERO - EP 7- THE NEW ROI

All through the "Wealth Accumulation" phase, you focused on rate of return and took enormous amounts of uncalculated risk to achieve it. But when the paycheck is over and W-2 status just a memory, you'll find that CFR or cash flow in retirement isn't about sexy and exciting returns. Average Joe and Jane realize that stable, predictable, "mail-box money" that comes every month forever is what they really want. Forget Return On Investment (ROI).......they want Reliability Of Income (ROI)!!!

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

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VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

Show artwork for Tax Smart Tax Zero

About the Podcast

Tax Smart Tax Zero
The Path to the 0% Tax Bracket with Karen Scott Mims, ESQ.
Most people simply ignore taxation through the 4 phases of wealth.
Instead of understanding the three tax buckets, they arrive at retirement with huge 401(k)’s in the tax-deferred bucket, and ignore the taxable and most importantly, tax-free bucket.

How can the middle- class millionaire, average Joe and Jane, be so unprepared about how to protect their wealth using tax loopholes like the wealthy 1 percenters do?

Easy.

Welcome to the Tax-Smart Tax Zero podcast.

This is a show all about TAX-FREE wealth.

Financial advisors sell rate of return, annuity salesman sells what else annuities and part-time tax preparers sell 1040 to submit on April 15th.

But the real goal is to implement STRATEGIC tax planning!

We invite you to take the journey and explore the Path To the 0% Tax Bracket.
It's time to Divorce Uncle Sam From Your Wealth!

Welcome to the world of your host, noted Tax Attorney and Private Wealth Strategist,

Karen Scott Mims, Esquire.