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All Episodes

Renovating Retirement With Charlie Jewett — 195 episodes

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Title
1

No Cost - Low Cost Roth Conversion Strategies

2

How to Use Annuities as a Stock Market Alternative Pt. 2

3

How to Use Annuities as a Stock Market Alternative Pt. 1

4

Why Can't We Arrest the Joker Brokers?

5

What Does the Stock Market REALLY Make?

6

Where There Are Losses, There Is Steak

7

10 Reasons Not to Buy an Indexed Universal Life Policy - Part 4

8

10 Reasons Not to Buy an Indexed Universal Life Policy - Part 3

9

10 Reasons Not to Buy an Indexed Universal Life Policy - Part 2

10

10 Reasons Not to Buy an Indexed Universal Life Policy - Part 1

11

Cash Flow & Investment Strategies for Real Estate - Pt 2 Equity

12

Cash and Financial Strategies for Real Estate Investors: Part 1

13

Not Growing Your Accounts On Purpose

14

Ice Cream, Whipped Cream, Cherries and Chocolate

15

The Mysterious Math of Market Movement

16

If It Literally Costs Nothing Why Is It So Hard To Purchase?

17

None of My Clients Are In Recovery

18

Alcohol, Crack Cocaine and The Stock Market

19

Taxes Are Awesome

20

Rate of Return Is Not Necessary

21

Safety Is Stupid

22

Nate Miller Interviewing Me After The Market Crash

23

Liquidity Sucks

24

Even Saving One Hundred Percent of Your Income Won't Work

25

The Gift of No Fees

26

Six Hidden Videos on How to Build Your Retirement Plan

27

Custom Bikes Custom Homes and Custom Retirement Plans

28

What To Do With Small Accounts and Small Amounts

29

An Expert With Three Tools Verses a Fool With All Tools

30

Stuck Happens-Finally Tony Robbins Step 4

31

The Best Investment on Earth Is...Earth

32

Escape from Retirement Alcatraz

33

RSL-Retirement as a Second Language

34

Servicing Agents and How to Choose the Right One

35

America's Retirement Genie

36

What To Do If You Don't Have a Monkey In Retirement

37

I Won't Be Silenced

38

Three Wishes for Retirement

39

Just Rub The Lamp

40

You Ain't Never Had a Friend Like Me

41

A Whole New World...of Options

42

Start Here-Can You Even Afford The Stock Market

43

In The Trenches Kansas with Nate Miller

44

It's So Easy...But It's Not

45

Using Real Estate To Supercharge Your Retirement with Zach Beach

46

Living a Life of Abundance in Retirement with Wally Carmichael

47

Butchers Versus Dietitians

48

Tony Robbins' Seven Steps to Financial Freedom Step 3

49

Huge Tax Savings with Certified Tax Coach Creator Dominique Molina

50

Tony Robbins' Seven Steps to Financial Freedom Step 2

51

Five Types of Advisors and What To Look For

52

Tony Robbins' Seven Steps to Financial Freedom Step 1

53

Some Helpful Analogies

54

How Advisors Get Paid and What To Look Out For

55

Exposing Revenue Sharing Agreements

56

Every Income Plan is a Spend Down Plan

57

Just a Thought-Valentines Day

58

Why I Shut Down My TV Show

59

What Is Your Contrarian Tolerance

60

Taxes Are On Sale For The Next Seven Years

61

Interview with David McKnight About His Movie The Power of Zero

62

The Four Stages of Retirement Planning Part 4-Transfer

63

The Four Stages of Retirement Planning Part 3-Distribution

64

The Four Stages of Retirement Planning Part 2-Accumulation

65

The Four Stages of Retirement Planning Part 1-Contribution

66

The Bear Necessities

67

Three Calculations You Must Do: What Would You Have Made In The Market If You Were Taking Income Since 2000

68

Talk Nerdy To Me

69

Three Calculations You Must Do: What Would You Have Made In Your Accounts Since 2000

70

How To Use OPM Instead of AUM For Your LTC

71

Three Calculations You Must Do: What Would You Have Made In The Market Since 2000?

72

For The Coward Who Left The Two Star Review

73

Why To Use a Document Review Service

74

In The Trenches Chicago with Andy Guzy

75

How To Win at Investing

76

Jim Carroll Part 3-Using Other Peoples Money and Leverage to Fund Your Retirement

77

Jim Carroll Part 2-How to Retire With Tax-Free Income

78

Jim Carroll Part 1-How to Retire With 100% of Your Income

79

The Importance of Leaving a Legacy with Dennis Stack

80

No Cost Charitable Giving Strategies

81

In The Trenches Honolulu with Ian Grove

82

Fiduciary: The Other F Word

83

Smart Real Estate Coach Chris Prefontaine's Amazing Strategies

84

Americans Don't Work Nearly Long Enough

85

Americans Work Far Too Long

86

Retirement Planning vs Investing

87

Acronymphomania

88

Not That Kind of Depends

89

Understanding The Value of Participation Rates

90

How To Understand and Optimize Tax Deductions

91

Stop Taking Advice and Take Charge

92

Stop Walking Uphill and Start Swimming Upstream

93

How Much Life Insurance Should You Have

94

Why I Never Use Whole Life Insurance

95

The Market Will Go Up Until It Doesn't

96

Why Bad Investments Are The Key To a Great Life

97

What If The Stock Market Didn't Exist

98

The Father of The 401(k) Says It Has Become a MONSTER

99

How To Make Major Decisions

100

Four Google Searches You Must Do Part 4

101

Four Google Searches You Must Do Part 3

102

More Risk, More Reward Exposed as a Lie

103

Four Google Searches You Must Do Part 2

104

Four Google Searches You Must Do

105

More Ideas on Using Real Estate To Create Cash Flow with Bill Manassero

106

Stupid On Purpose

107

Keeping Your Money-Keep It Working

108

Chunks and Streams of Money

109

Ignorance or Immorality-Does It Matter

110

Charlie, What's Your Net Worth

111

Keeping Your Money-Keep It Real

112

Keeping Your Money-Keep It Global

113

Keeping Your Money-Keep It In Focus

114

The Problem of Reverse Dollar Cost Averaging

115

Using Mortgages to Supercharge Your Investments

116

Where To Store Your Home Equity

117

Home Equity Fails The Tax Treatment Test

118

Home Equity Fails The Rate of Return Test

119

Home Equity Fails The Safety Test

120

Home Equity Fails The Liquidity Test

121

What is Mortgage Planning and Why You Should Care

122

Hogs and Advisors Gone Wild

123

Divorcing The IRS Using Roth Conversions

124

Avoid Paying Taxes on Social Security Income By Understanding The Tax Torpedo

125

Are Taxes Going To Go Up or Down

126

The IRS Spells THEIRS

127

Author David McKnight Teaches How To Be In A Zero Percent Tax Bracket

128

It's Kind of True That Your Retirement Account Can Grow By a Guaranteed 8%-9% Per Year

129

Do Musicians Make a lot of money

130

How The S&P 500 Index Moves and How To Take Advantage of It

131

The Magic of Learning From Others

132

The Weather Forecast For Your Retirement Years

133

Your Declaration of Financial Independence

134

Popcorn Retirement

135

The Top Ten Best Retirement Planning Decisions

136

The Top Ten Biggest Retirement Mistakes

137

Why I Think Seniors Should Buy Life Insurance

138

Why Other Americans Lost 14 Trillion Dollars and My Clients Didn't Lose Any

139

Why What I Teach Sounds Too Good To Be True

140

Stress Testing: What We Can Learn From Crash Test Dummies

141

How To Know When You Have Enough Money To Retire

142

Using Reverse Mortgages As An Investment Account Accelerator

143

Chocolate Covered Selfishness

144

Understanding The Three Different Account Values For Your Indexed Annuity

145

Five Financial Things Every Father Should Do

146

401Cabins and 401Condos

147

Using Real Estate To Create Cash Flow In Retirement

148

My First Really Negative Feedback and Why She Was So Angry

149

Arbitrage...How To Make 20% to 71% on Your Money

150

Understanding Insurance Policy Loans For Tax Free Distributions

151

Six Ways To Improve Your Term Life Insurance

152

Six Ways To Improve Your Cash Value Life Insurance

153

The Costly Trap of Having a Simple and Easy To Understand Retirement Plan

154

Financial Tic Tac Toe IN-Crease Accounts

155

Financial Tic Tac Toe IN-Come Accounts

156

Financial Tic Tac Toe-IN-Case Accounts

157

Financial Tic Tac Toe Introduction

158

Allowable Malpractice Part 2

159

Allowable Malpractice Part 1

160

How Long Do Bull Markets and Bear Markets Last

161

A Day In The Life of Edward Morgan Lynch Financial

162

Books That I Recommend That You Read

163

Get a LIFE...As You Move Into the Next Life

164

Get a ROOM...If You Have a Sick Life

165

Get a JOB...If You Have A Rough Life

166

Get a CLUE...In Case You Have A Short Life

167

Get A GRIP...In Case You Have a Long Life

168

The Rich Man's Roth IRA-With No Contribution Limits

169

How To Create Tax-Free Retirement Income

170

What If A Giant Chicken Ate Your Spouse

171

Why You Want Asset Optimization Rather Than Financial Planning

172

Renovating Retirement Radio Interview

173

Wolves In Sheep's Credentials-The Truth About Licenses, Certifications, and Continuing Education

174

You Passed The Tractor Hours Ago-Why Are You Still In The Wrong Lane

175

Why I Went Bankrupt In 2011 And How It Will Probably Save Your Retirement

176

When Bad People Happen To Good Things

177

How The MERIT Planning Model Can Continually Improve Your Retirement

178

From Tenants, Toilets and Trash to Cruises, Clubs and Cocktails-When To Get Rid of Your Real Estate

179

Six Types of Annuities and How To Use Each One

180

A Tale of Two Portfolios, When Lower Returns Mean More Money in Your Account

181

How to Double or Triple Your Retirement Lifestyle With One Simple Move

182

The Dark Truth About AUM And Why You Don't See More Growth In Your Investment and Retirement Accounts

183

How To Build a G.R.E.A.T. Retirement Plan WITHOUT An Advisor

184

A Planning vs. B Planning-Retirement Income While You Are Alive or Leave a Ton of Money When You Die

185

The Three Enemies of Procrastination, Paralyzation and Personality Persuasion

186

What If I Found The Perfect, Psychic, Clairvoyant Investment Advisor?

187

The MOTHER of All Financial Mistakes is Using Mutual Funds

188

Surrender Penalties-The Good, The Bad, The Ugly

189

What The Heck is a MEC?

190

I'll Bet You Don't Fully Get The Power of The Annual Reset...Yet

191

Is Your Advisor Smarter Than a Fifth Grader?

192

Stop Looking For The Perfect Investment

193

The Three Pillars of Financial Deception

194

The Age of The Financial Advisor is Over

195

About This Podcast and What You Will Gain by Listening