BetterWallet

Have you always wanted to make sense of your money, but weren’t exactly sure what you should be doing with it? What to invest in, how to invest, whether you’re using the right accounts, how long you need to invest, how much it’ll grow?

That’s exactly why I built my free Bulletproof Investing training. We walk through how to structure your finances, what to invest in, and the tax secrets I learned from my years as a Wall Street financial advisor.

Comment: MYTIME and I’ll send you the registration link!

“The math ain’t mathing”. Of course!!! 😂

Comment: CLASS and I’ll send you my free investing strategy class! I’ll show you exactly how to put your money to work toward your biggest goals!

Even if all you’ve got is a single dollar… start there.

The real secret isn’t the amount, it’s the action. Every year you wait to begin is another year that makes your first $1M harder to reach.

Not sure where to start? Comment CLASS and come to class!

Comment: MYTIME and I’ll send you my free beginners investing strategy class! I’ll show you exactly where to put your money so you can live your life on your own terms!

Comment: MYTIME and I’ll send you my free beginners investing strategy class! I’ll show you exactly where

Comment: CLASS if you want the link to my free 90 minute investing class.

If you want to invest and want someone to walk you through it step by step even if you are a complete beginner, I will send you the link to the free 90 day training. We have classes today. Join us!

The strategy above is not a trick. It is not a shortcut.
It is how the IRS tax code works.

A Roth IRA grows tax free because you contribute money that already had taxes taken out. That is why all the compounding and all the REIT dividends can come out tax free in retirement when you follow the rules. The growth uses an 8% long term return for the market. The REIT income uses the typical 4.5% dividend payments that also stay tax free inside the Roth.
Freeing up the money is realistic. Avoid taking on another $400 car note and drive your current car until the wheels fall off. That one decision gets you most of the way to your monthly goal. Then add a $100 side hustle which comes out to about $3.50 per day and cut $100 of monthly expenses. That is your $600.

🚨Remember the IRS income limits for contributing to a Roth IRA.🚨

You must be under $153,000 modified AGI if you file single.
You must be under $228,000 modified AGI if you file married filing jointly.

I am a former financial advisor who helped people invest every day. Now I teach everyday people how to do it for themselves.
Ask yourself where you want to be this time next year as you prepare for the holiday season.

You can be in the same spot or you can learn the skill that changes everything. One year of locking in can change your entire life.

Comment: CLASS and I will send you the link to join the free class

Dropping some wholesome content on your IG feed this morning! 😌 Do you think $69 is too much for a self watering plant? 🤔