PODCAST · business
Renovating Retirement With Charlie Jewett
by Charlie Jewett: Author, Speaker, Coach, Whistle-Blower, Insurance Agent, In
Charlie Jewett, the Financial Services Whistle-Blower, confronts the Retirement Planning industry and reveals all of the tricks, lies and scams the Stock Brokers, Insurance Agents and Financial Advisors use to steal money from consumers. In addition Charlie will teach you EVERYTHING you need to know to make your own financial and retirement decisions and live the retirement of your dreams. Surprising, Irreverent, Eye-Opening, Super Helpful and a whole lot of fun!
Episodes
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No Cost - Low Cost Roth Conversion Strategies
Can you imagine eliminating ALL taxes on your retirement income? Well, you are allowed to and it's called a Roth Conversion. What's the catch? You have to pay the taxes TODAY once and done and then your accounts will be tax free forever. Now, can you imagine if there was a way to convert your...
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How to Use Annuities as a Stock Market Alternative Pt. 2
Today we reveal three tricks to dramatically increase retirement income, including the often overlooked benefits of reverse mortgages and annuities. Eliminate bills. It's awesome. - Charlie Jewett Tired of seeing people struggle to make ends meet in their golden years, we have dedicated ourselves...
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How to Use Annuities as a Stock Market Alternative Pt. 1
We are back with special guest April Brown to dispel the myths and show you the truth. Join us to learn how Annuities can provide a secure, low-risk retirement income strategy. In this episode, we uncover hidden truths about brokers' deceptive practices and how they impact your investments. We…
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Why Can't We Arrest the Joker Brokers?
We have a special guest joining us today, April Brown, a retired law enforcement professional. And we're having a conversation about the tricks and strategies "Joker Brokers" use to steer you into a plan that doesn't work for you but is really in their best interest. It's mostly deception, and…
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What Does the Stock Market REALLY Make?
We find most people, our clients and prospects, in the stock market. It's the most popular common thing for people to do. How do you know you want to stay there or that that should be a part of your life unless you know how it actually works? How can you make any decisions if you can't see…
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Where There Are Losses, There Is Steak
Today, we're here to chat about what you may have been experiencing for the last couple months in this market, which is where there are losses, there's steak. Watch out vegans, this is not a vegan episode. (Just kidding). There are lots of laws in the universe, and there seems to be a law that…
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10 Reasons Not to Buy an Indexed Universal Life Policy - Part 4
We are back for the final installment in this series! We have been reviewing an article that came out ten years ago with a similar title to our podcast episode. And this is the fourth in a series where we are going to unpack each of these ten points, these ten reasons, and help you understand the...
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10 Reasons Not to Buy an Indexed Universal Life Policy - Part 3
We are back to continue our review of an article that came out ten years ago with a similar title to our podcast episode. And this is the third in a series where we are going to unpack each of these ten points, these ten reasons, and help you understand the difference between an Indexed Universal...
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10 Reasons Not to Buy an Indexed Universal Life Policy - Part 2
Ten years ago, an article came out with a similar title to our podcast episode. And this is the second in a series where we are going to unpack each of these ten points, these ten reasons, and help you understand the difference between an Indexed Universal Life policy and a Whole Life policy. We...
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10 Reasons Not to Buy an Indexed Universal Life Policy - Part 1
Ten years ago, an article came out with a similar title to our podcast episode. And this is the first in a series where we are going to unpack each of these ten points, these ten reasons, and help you understand the difference between an Indexed Universal Life policy and a Whole Life policy. We...
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Cash Flow & Investment Strategies for Real Estate - Pt 2 Equity
For the second episode of the series Cash Flow & Investment Strategies for Real Estate Investors, Charlie Jewett and Bobby Alford dive deeper into equity, the most misunderstood asset class in the financial industry. Home equity As discussed, home ownership is the biggest asset in people's lives....
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Cash and Financial Strategies for Real Estate Investors: Part 1
Charlie Jewett and Bobby Alford kick off a series on cash flow and investment strategies for real estate investors. Familiarize yourself with the basic concepts and learn about advanced strategies in the subsequent episodes. Who is the real estate investor? If you own a house – regardless of...
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Not Growing Your Accounts On Purpose
The last thing that I want to teach you this year is when and why to NOT grow your accounts. Wait...since when is NOT growing your account value a good idea? Well, when there are two accounts, and the IRS only charges taxes on the lower one.....see where I'm going with this? You are going to love...
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Ice Cream, Whipped Cream, Cherries and Chocolate
How do you get a dog to take that pill that you KNOW will create the healing that dog so desperately needs? Hide it in peanut butter baby! As I write my book "Peanut Butter Marketing" I thought I'd share a little of my "Secret Sauce" on how I've been able to help families make major financial...
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The Mysterious Math of Market Movement
The Stock Market, stock, bonds and mutual funds, is by far the most common place that I see Americans using as they attempt to grow their retirement accounts. Though it pays the lowest income, compared to the alternatives, it is also the most common place that I see Americans using to invest…
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If It Literally Costs Nothing Why Is It So Hard To Purchase?
How hard is it to buy things that have no cost at all and don't reduce your net worth? If you buy an $8 dinner, you're out $8 and can't earn interest on that money anymore. If you transfer $200,000 from inferior investments to superior investments it costs NOTHING but most people don't have the...
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None of My Clients Are In Recovery
None of my clients experience losses followed by dead time only to get back to the same account value they had 5, 6 or 7 years ago. Is that good or bad? Listen in and find out if being in recovery is good for you or bad for you in this case. Please Rate and Review The Show HERE
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Alcohol, Crack Cocaine and The Stock Market
What do drugs have in common with the stock market...at least in the last twenty years? If you said "Both can feel good in the short term but hurt you in the long run" you'd be right! Since all of the modern, more up to date, financial tools and strategies provide more growth, and more income…
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Taxes Are Awesome
Wait, what? How can taxes be awesome? Oh...in so many ways! This is the final episode of my four part mini-series. Listen in as I discuss how taxes are an asset and all of the ways to take control of the taxes in your life, lower them and optimize them. Please Rate and Review The Show HERE
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Rate of Return Is Not Necessary
You don't need the market to go up, or have a good twenty to thirty years, to set yourself up for an amazing life in retirement. As a matter of fact earning a rate of return is not even necessary for retirement! Don't believe me? Listen in as I cover three retirement tools that don't require...
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Safety Is Stupid
I am certainly not anti-safety but I do have an issue with what this industry tells people to do....to be "safe". Emergency funds not keeping up with inflation, idol equity sitting inside of homes not earning compound interest and the big one: only using securities and calling that...
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Nate Miller Interviewing Me After The Market Crash
Nate Miller is one of my favorite advisors in the country. Nate asked me to be on his podcast and I thought you'd all enjoy our conversation. Please Rate and Review The Show HERE
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Liquidity Sucks
No one ever needs 100% of their retirement nest egg for a non-medical emergency BUT most people don't want to "tie up" their money. Avoiding "non-liquid" strategies will destroy a retirement plan and isn't necessary anyway. Listen in to learn how protecting yourself against unnecessary risk can...
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Even Saving One Hundred Percent of Your Income Won't Work
Imagine a retirement strategy that doesn't even work if you to save 100% of your income during your working years. Thirty years of no salary, only sacrificial savings....putting money away....and it still doesn't work. How much money would you invest in a strategy like that? Listen in and find…
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The Gift of No Fees
One of the most common questions I get is "How can there be no fees?" To which I respond "Why would you want to pay fees...you're doing these companies a favor letting them use your money" How many people would drive from California to New York, spending time and gas money, if flights were free?...
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Six Hidden Videos on How to Build Your Retirement Plan
I've got content all over the place and much of it is hidden or hard to find. I need to fix that and to start out I want to show you how to find six videos that I recorded on how to build your own financial blueprints. These blueprints are important to have in place BEFORE you begin speaking with...
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Custom Bikes Custom Homes and Custom Retirement Plans
Let's address the most confusing part of what I do for a living....why can't you, the consumer, study what I do on the internet? Why can't you go find millions of people saying what I do is awesome and safe? Why is it hard to understand at times and often sounds too good to be true? Well, because...
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What To Do With Small Accounts and Small Amounts
It's been two very difficult months my friends but I'M BACK! Today I want to help you to do something easy...move those small accounts and invest the small amounts that really take no emotional commitment at all. Moving large sums of money is hard, I get that, so let's start with finding out what…
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An Expert With Three Tools Verses a Fool With All Tools
Do you know how amazing master guitar players can sound using only three chords? How about Tiger Woods? What if you challenged him to a round of gold and only let him use three clubs? In this episode I'm going to make a very important point: experts, with fewer tools, ALWAYS beat jokers or…
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Stuck Happens-Finally Tony Robbins Step 4
Bleh, it took me forever but here's the fourth step of Tony Robbins Seven steps to financial freedom Please Rate and Review The Show HERE
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The Best Investment on Earth Is...Earth
Mark Twain said "Buy land...they're not making any more". Land is the ultimate low supply, high demand investment. How about this quote from Will Rogers: "Don't wait to buy land, buy land and wait!" When I heard that Richard Branson, Ted Turner, Arnold Schwarzenegger and Warren Buffet all chose…
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Escape from Retirement Alcatraz
My family and I recently toured Alcatraz and the whole time I couldn't help but think "this is just like trying to get away from your current advisor!" I felt inspired to use my trip to Alcatraz, and what we know about the fourteen escape attempts from that prison, to teach you about the dangers...
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RSL-Retirement as a Second Language
Ever heard of ESL or tried to learn another language? Ever been in a country where you don't know the language and try to function normally? It's a challenge. For casual relationships, and short trips, not speaking the language is not a big deal. What about when you need to make important…
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Servicing Agents and How to Choose the Right One
One of the easiest strategies for improving your retirement is by upgrading your servicing team. Most people have no idea what a "Servicing Agent" even is so hopefully this show gives you a big "Ah Ha!" and helps you to get the best service available to you and the best retirement possible.…
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America's Retirement Genie
I may not be legless and blue but I do grant wishes. The lamp affords three wishes to it's owner and each of you can afford certain wishes based on how much money you've saved up for retirement. Your wish is my command...that's how financial services works. I can guide you but ultimately you make...
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What To Do If You Don't Have a Monkey In Retirement
Aladdin makes his living by having a monkey named "Abu" steal for him. Sounds a lot like how Edward Morgan Lynch companies make their living doesn't it? But what about you? How will you make a living and prosper during your retirement years? Cute, criminal monkey or save up a nest egg? Listen in…
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I Won't Be Silenced
When I started this show three years ago I knew it would not be popular among the bad guys. The song "Speechless" from Aladdin inspired me and reminded me why I started this show and..."I won't be silenced" The deceptive practices, tricky math and revenue sharing agreements in this industry have...
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Three Wishes for Retirement
These are the three wishes I hear over and over again as people prepare for, and look forward to, retirement. Please Rate and Review The Show HERE
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Just Rub The Lamp
If you were so lucky as to actually find a magic lamp then all that would be left is to just rub the lamp and make your wishes. Retirement is the same...saving the money is the hard part but once you've done that you've won the game! Now...just rub the lamp and live the life of your dreams. Easy...
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You Ain't Never Had a Friend Like Me
Man do I miss Robin Williams. The way he played the Genie, in the original Aladdin, was so classic and truly amazing. As I watched Will Smith's version of "Never had a friend like me" it dawned on me that I've been telling you all for years to let me be your "friend in the industry" In this…
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A Whole New World...of Options
This is the first of seven Aladdin-inspired episodes. Most people still believe in the three pillars of financial deception which are: 1) Pay off your mortgage 2) Postpone taxes to a later date and 3) Use a diversified portfolio of stocks, bonds and mutual funds. There was a time when that may…
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Start Here-Can You Even Afford The Stock Market
If you can't afford a house on the beach...you don't buy one. If you can't afford a Rolls Royce...you don't buy one. Private Jet? Same, same. But if you can't afford the stock market...you buy it every day. How did we even get here? Let me try to help with my opinion on who can afford to even be…
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In The Trenches Kansas with Nate Miller
Let me introduce you to a very intelligent, very well-spoken friend of mine. Nate Miller used to work closely with over 120 financial advisors like me. As one of the advisors he worked with I always benefited from Nate's wisdom which is why I wanted him to share it with all of you. Listen in as...
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It's So Easy...But It's Not
In this entirely frustration/passion-driven episode I will highlight how easy it is for us to give clients everything they want/need but how hard it is, for some reason, for them to do what's best. I don't have the answers...just some ideas. Please Rate and Review The Show HERE
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Using Real Estate To Supercharge Your Retirement with Zach Beach
In just three short years Zach went from Bartender/Personal Trainer to an incredibly skilled real estate investor. Working with Smart Real Estate Coach Chris Prefontaine Zach now averages $72,000 PER DEAL! Listen and learn from this amazing 28 year old. Please Rate and Review The Show HERE
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Living a Life of Abundance in Retirement with Wally Carmichael
Wally and I started our podcasts within weeks of each other and one of my episodes was even recorded in the front seat of his car in Hawaii. I wanted to have him on the show as he's become an expert in the area of living a life of abundance. Listen in as Wally and I discuss what abundance is and...
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Butchers Versus Dietitians
Wow, have I had some technical problems these last few weeks! It's been a challenge but I finally got this episode out after a laptop died, I recorded it once and the file was blank, with no sound at all, and then my microphone wasn't working properly and had a loud buzzzzzz. Nice. My old...
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Tony Robbins' Seven Steps to Financial Freedom Step 3
I'm 202 pages into 1,127 pages of Tony Robbins' book Money: Master the Game. On today's episode I'm going to cover his Step 3 and teach you how to have financial independence. I've learned a lot from Tony and this week was no different....great stuff! Please Rate and Review The Show HERE
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Huge Tax Savings with Certified Tax Coach Creator Dominique Molina
Dominique Molina started the Certified Tax Coach program and now has over 800 CPAs that she leads in helping their clients to save tens, if not hundreds, of thousands of dollars per years in taxes. We used to travel and speak together and are starting a new podcast called Winning The Money Game.…
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Tony Robbins' Seven Steps to Financial Freedom Step 2
Oh Tony...he's got so much to say. I didn't realize the second step had NINE parts to it. In a seven part series step number two has nine parts...it took me a while to get this one out! But it's ready and I hope it helps you. In step number two Tony exposes nine myths in the financial and...
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ABOUT THIS SHOW
Charlie Jewett, the Financial Services Whistle-Blower, confronts the Retirement Planning industry and reveals all of the tricks, lies and scams the Stock Brokers, Insurance Agents and Financial Advisors use to steal money from consumers. In addition Charlie will teach you EVERYTHING you need to know to make your own financial and retirement decisions and live the retirement of your dreams. Surprising, Irreverent, Eye-Opening, Super Helpful and a whole lot of fun!
HOSTED BY
Charlie Jewett: Author, Speaker, Coach, Whistle-Blower, Insurance Agent, In
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