Peace of Mind Wealth Management Presents:
$28+ Trillion of National Debt, and the Impact on Your Retirement
Featuring Stonewood Financial Group
About The Webinar:
Peace of Mind Wealth Management is pleased to welcome Becky Swansburg and Marty Ruby, authors of The No-Compromise Retirement Plan and the architects of the Stonewood Reports to discuss Index Universal Life Insurance, 2021 taxes, and steps to consider taking to reduce your tax liability to and through retirement.
Changes and Strategies YOU can implement in 2021 and beyond
How to leave the most money to beneficiaries
What happens to taxes when a spouse passes away
How a new administration may impact your taxes
Tax law changes that are coming in 2025
America's $29+ Trillion of National Debt and what that means for future taxes
How to take advantage of current low taxes
Radon Stancil, CFP®
Radon Stancil, CFP, is a best-selling author and The Founder of Peace of Mind Wealth Management, a firm committed to helping individuals retire with excellence. As the Co-host of the ‘Secure Your Retirement’ show his insights have been featured in Forbes, Newsweek, Fox, ABC, NBC, and the Wall St Journal. With over 25 years of experience, Radon is an award-winning advisor who is highly sought after to work with executives, business owners, engineers, pharmaceutical professionals and more. Radon’s father was 52 years old when he was born. Having an older father that was born during the great depression had a great impact on how he thinks. His father shared stories of what it was like to see a car for the first time and the privilege to have ice delivered to the house. Radon’s father instilled in him a work ethic and the understanding of the value to save for the future.
Murs Tariq, CFP®
Murs Tariq is a CERTIFIED FINANCIAL PLANNER™ and a Partner at Peace of Mind Wealth Management. With over a decade of expertise in retirement planning, Murs is dedicated to helping clients pursue their ideal retirement. As an author and co-host of the ‘Secure Your Retirement’ show, Murs speaks on investing with risk management, income planning and tax planning for and during retirement. As a first generation American, Murs was brought up with a different perspective on the value of the dollar and the importance of proper budgeting, saving, and overall financial planning. It is this upbringing that led him to his Finance degree from North Carolina State University and eventually finding his passion in shaping the financial future of others.
Becky Swansburg
Becky Swansburg did not set out to become an author or an authority on retirement saving. With a background in communication and government, she spent her early career working in Congress and the White House, assisting government leaders with some of the most pressing issues facing our nation. Becky’s work on tax policy and America’s savings habits turned her attention toward the urgent needs of today’s retirees. Becky brings her policy background and extensive communication knowledge as author of The No-Compromise Retirement Plan.
Marty Ruby
Martin Ruby, FSA is CEO of Stonewood Financial. He focuses on tax-efficient retirement income strategies. A noted author and public speaker, Martin wrote The No-Compromise Retirement Plan, which professional colleagues have praised for its eye-opening discussion on saving in today's market and tax environments. An actuary and respected business leader, Martin has served in senior leadership positions in the financial and insurance industry, and brings his background in risk management to today’s top financial concerns for savers.
Disclosure:
This presentation has been created by Martin Ruby and Becky Swansburg of Stonewood Financial. Neither Martin Ruby, Becky Swansburg or Stonewood Financial are affiliated with and do not endorse Peace Of Mind Wealth Management. The opinions presented are those of Martin Ruby and Becky Swansburg and do not necessarily reflect the views of Peace Of Mind Wealth Management. This presentation is designed to provide general information on the subjects covered. It is not provided to recommend a specific tax plan or arrangement. It is not intended to provide specific tax, legal or investment advice. This presentation should not be construed as advice designed to meet the particular needs of an individual’s situation. Neither Peace Of Mind Wealth Management or Martin Ruby/Becky Swansburg may provide tax or legal advice. All individuals are encouraged to seek the guidance of a qualified professional regarding their personal situation. At the end of the webinar, you will be provided an opportunity to visit with us, one on one to discuss your specific circumstances. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing and advisory relationship. Investment Advisory Services provided by POM Investment Strategies, LLC., dba Peace Of Mind Wealth Management. Guarantees provided by insurance products are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Investing involves risk, including possible loss of principal 11/21-1909501