Couverture de Match Point: How to Win the Money Game

Match Point: How to Win the Money Game

Match Point: How to Win the Money Game

De : Retire To Telico
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 Welcome to the Match Point Podcast: How to Win the Money Game, where host Thomas Cook, Founder of Retire To Tellico, a wealth management firm in Knoxville, Tennessee, helps navigate you through the financial court of life to help you maximize your wealth and minimize taxes in retirement.2024 Economie Finances privées
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    Épisodes
    • The Shocking Truths about Life Insurance: What Agents Won't Tell You!

      The Shocking Truths about Life Insurance: What Agents Won't Tell You!
      Dec 26 2024

      👉 Want to maximize life and minimize taxes in retirement? Check out my website here: https://www.retiretotellico.com/



      In this episode with BC Brokerage's Co-Founder Broc Buckles, we'll go over everything you need to know about life insurance, the differences between term and perm, and the hidden benefits that most don't know about.

      👉 Check out BC Brokerage's website here: https://www.bc-brokerage.com/



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      I'm Thomas Cook, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent for the IRS. I founded a financial planning and investment management firm, Retire To Tellico, and Refine Your Plan, a financial education company.
      Afficher plus Afficher moins
      43 min
    • Market Timing vs. Long-Term Investing – The Truth Investors Must Know

      Market Timing vs. Long-Term Investing – The Truth Investors Must Know
      Dec 17 2024

      👉 Want to maximize life and minimize taxes in retirement? Check out my website here: https://www.retiretotellico.com/

      In this exclusive episode with Dimensional Wealth Advisor's Regional Manager Evan Luongo, we talk about why it's not a smart move to try to time the market, and lessons we've learned on the smart way to invest long-term.

      👉 Check Out Dimensional Wealth Advisor's website here: https://us.dimensional.com/

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      I'm Thomas Cook, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent for the IRS. I founded a financial planning and investment management firm, Retire To Tellico, and Refine Your Plan, a financial education company.
      Afficher plus Afficher moins
      46 min
    • Why a Will Alone Won't Protect your Family – Estate Plan the RIGHT Way

      Why a Will Alone Won't Protect your Family – Estate Plan the RIGHT Way
      Nov 8 2024

      👉 Want to maximize life and minimize taxes in retirement? Check out my website here: https://www.retiretotellico.com/



      What exactly do you need in order to financially setup your family's future?

      Attorney Lauren Brown will go over the crucial estate planning tools, from trusts to powers of attorney, that provide real security for your loved ones. Learn what's missing in most wills, the steps you can take to safeguard your assets, and why proper planning is essential in 2024 and beyond

      Lauren Brown's website: https://kgbestatelaw.com/dt_team/lauren-s-brown/



      I'm Thomas Cook, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent for the IRS. I founded a financial planning and investment management firm, Retire To Tellico, and Refine Your Plan, a financial education company.
      Afficher plus Afficher moins
      1 h
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