What are RMD's-Retirement Accounts?, First distribution rules, how are RMDs calculated?, Are there penalties? How is formula applied to multiple accounts? Options for the proceeds www.elliottwealth.com
You use the phrase "Go forth and do Good", What does that mean to you?You also use the phrase "Think big but act small", what does that mean to you?Can you describe the process of social selling?What do you think about the explosion of podcast shows?Who are some of your favorite authors?You have written 59 books, which one is your favorite?What did you learn about money growing up?What money advice do you give to younger individuals you meet?Do you aspire to retire?What is something you...
1-Is my estate plan up to date? 2- Have I named my beneficiaries properly? 3-Can I reduce my tax exposure? 4-What is my risk tolerance? 5-Do I know what I own and why? 6-What are my rates of return? 7-Is my investment plan current? 8-What about money is important to me? 9-If I had 5 years to live, what would I change? 10-What are my financial goals?
1-Do you know how much you save and spend?, 2-what is your net worth? (Season 1-episode 5), 3-are you borrowing money efficiently?, 4-how is your 401k/retirement strategy and plan?, 5-how is your emergency fund?, 6-what if something were to happen to you? (Season 1-episode 11), 7-do you have proper life insurance? (Season 2-episode 12), 8-Does long term care insurance make sense?, 9-If money were no object...? AND 10-what are 10 most important things you want to accomplish on earth?
“Time in the market is more important than timing in the market”“79% of millionaires studied identified their company sponsored retirement plan as the KEY wealth building tool”join us at www.elliottwealth.com
Short term-Steps to Take, Locate documents and records, tracking and filing, settle estate and taxes, apply for benefits, update account names, re-evaluate short term expenses, AVOID HASTY DECISIONS. Moving Ahead: The BIG picture.