Chunks and Streams of Money

You have two types of money in your life: chunks of money and streams of money. What do you do with each? What are the options? How do you optimize each one? What about Qualified Money vs. Non-Qualified, After Tax money? In this episode I'll give you my thoughts after 12 years and reviewing over 1,000 financial plans. Please Rate and Review The Show HERE

Om Podcasten

Charlie Jewett, the Financial Services Whistle-Blower, confronts the Retirement Planning industry and reveals all of the tricks, lies and scams the Stock Brokers, Insurance Agents and Financial Advisors use to steal money from consumers. In addition Charlie will teach you EVERYTHING you need to know to make your own financial and retirement decisions and live the retirement of your dreams. Surprising, Irreverent, Eye-Opening, Super Helpful and a whole lot of fun!