Wealth Awareness Radio

Since the election and the continually climbing stock market there are many questions regarding finances that are emerging. How should I participate in this market? How long can this bull possibly last?what's the best way to capitalize on this new growth?what should I be paying attention to? Patrick gives his analysis of the unfolding events and talks about what might be in store for investors.

We have previously discussed what are know as alternative investments. Today we will be discussing specifically the alternative investment advantage, which will cover how you can use alternative investments to create more diversification in your portfolio and how the great recession of '09 created more opportunity for investors. There is now an ALTERNATIVE to watching mutual funds do nothing in a 401(k)for decades. Tune in for more on this little discussed investment opportunity with Patrick...

Since the election and the continually climbing stock market there are many questions regarding finances that are emerging. How should I participate in this market? How long can this bull possibly last? What's the best way to capitalize on this new growth? What should I be paying attention to? Patrick gives his analysis of the unfolding events and talks about what might be in store for investors.

The Wealth Awareness process is a unique process that Patrick has developed over the past five years with his forty-five years of experience. There is an epidemic in the realm of financial planning that is leaving people bewildered as to what to do. There is systemic lack of true holistic financial planning. People want and need someone to honestly address there full financial picture and provide sound advice for their specific situations. In this episode Patrick discusses how the Wealth...

Maybe you've been listening to the show and thinking "this sounds good and these sound like good concepts, but what does this mean in real life? What does this look like?" These are some of our actual clients and what we have been able to do for them. These are not just good sounding concepts, but executable actions we take and have taken for clients as a result of the Wealth Awareness process. Join us today for more Wealth Awareness with Patrick Smith!

Today on Wealth Awareness Patrick discusses pursuing a tax free retirement using the power of Zero, as well a further discussing the little known phenomenon in the investment world known as alternative investments. Thanks for tuning in for Wealth Awareness

Have you been told you will most likely retire to a lower tax bracket? How much money do you think you have in your retirement account? Who do you suppose your retirement account was designed for? In that vain who is it who designed the retirement plans we are all participating in? How we answer these questions will have a profound effect on the way we orientate our approach to our retirement plan. Tune in to hear Patrick discuss these questions and what we can do to be equipped and...

Is most or all of your retirement savings tied up in your 401K company plan? How much LUC do you have (Liquidity, Use, and Control) and how much will you need??? In one of our most important messages yet Patrick will be discussing the velocity of your money, and the need to get it working for you! What's more.....how the group benefits and 401K plans that are so common in the workplace these days are very probably less than adequate to get us where we need to go and what to do about it....

In other episodes we have discussed how defining moments 1&2 have a very real impact on how we look at investing our retirement dollars. With us on the show today is David McKnight author of The Power of Zero to discuss why those defining moments are critical when it come to looking at taxes and what to do about the perfect storm that is brewing on the horizon.

In the world of finances it seems the wealthy not only accumulate wealth but they also retain that wealth from generation to generation. In this episode Patrick will talk through the significance of having a plan to not only generate wealth, but to protect it as it passes through the generations and which tools we need to create a true family legacy.

We have discussed money leaks, lost opportunity costs and lack of liquidity use and control of retirement funds. We have seen that there is a deficit between what traditional financial thinking says is best for our investments and what is actually best for our investments. In this episode Patrick will discuss some different investment options.... some alternatives.

In every day life there are constant needs that require us to transfer significant amounts of our wealth away. What if there were a way to make those purchases and not lose the opportunity to keep that same money moving ahead and working for you, your family and your future? In this episode Patrick discusses some areas we are most likely giving up these opportunities to create wealth. Tune in for more wealth awareness!

In this episode Patrick discusses the traditional financial thinking regarding retiring to a lower tax bracket. He discusses the demographics affecting the economy that point to potentially higher taxes in retirement as well as how to avoid these pitfalls and achieve a zero percent tax bracket in retirement.

In this episode Patrick discusses three concepts that are vital to the understanding of how money works and how they must be implemented. He deals with misconceptions about retirement money and the traditional financial thinking combined with the current state of the economy that is leading many into faulty financial planning.

In this episode Ron introduces you to Patrick Smith, a financial adviser who has been helping people in the financial industry for over 40 years. They begin the discussion of defining moments in thinking about money and ask the question: If something you thought to be true about your money were not true.....when would you want to know about it?