In this episode, we welcome Ronald Beckner, owner of Peaks Integrity Wealth Management and a passionate advocate for financial literacy among working-class Americans. With a rich background as a third-generation pipefitter and military veteran, Ron shares his journey into the financial industry and his mission to educate others on how to manage their money effectively.

Discover his innovative Our Time formula and learn about the importance of understanding financial tools, investments, and retirement planning. Tune in to gain insights that could transform your financial future!

Chapters:

(03:46) Helping working Americans improve their financial literacy

(05:00) Nobody educates people on what's in their 401k

(07:20) Several tax-free strategies out there that can help you in retirement

(16:02) Experts say AI will take out a lot of jobs within five to ten years

(20:36) The financial star process and also the R-type method

(24:16) Five points to help people prepare for retirement

(27:27) America's future on a financial level

(29:48) Financial literacy and education

Sponsored by:

BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgP

Ronald Beckner bio:

Ron works with individuals who have never received education on preparing for their financial future. He knows it is the working class that continues to build America up. But these same workers have never been sure how to create a retirement plan or how to put their hard-earned money to work.

His goal is to teach others that, through thoughtful strategic planning, they can become educated in setting goals for their future and understand the basics of financial literacy so that they don't find themselves in a debilitating situation come retirement age. Ron has a BS in business and 11 years of experience as a financial planner.

With his team at Peaks Integrity Wealth Management, Ron teaches their trademark Our Time formula and financial start process. His book, A Blueprint and Financial Guide for the Working Class American, was also released in 2022.

Connect with Ron:

https://www.raymondjames.com/peaksintegrity/about-us/bio?_=Ron

Connect with Cosmos:

Blog Post URL https://extraordinary-america.com