120 - Challenge Conventional Wealth Planning With Rebecca Walser
Episode description
Today on Wealthy Wellthy Wise I interview Rebecca Walser. Rebecca is recognized as a top 100 financial adviser in the US. Not only a Certified Financial Planner® and an experienced wealth strategist, but also a Tax Attorney. She is uniquely qualified to assess, structure and implement the best income maximization, wealth maximization, tax mitigation/minimization and optimal legacy strategies for her clients.
In this episode Rebecca and I cover a variety of topics surrounding unconventional wealth building. She warns about the biggest threat of the 401k, the danger most aren’t aware of. We discuss how to find your non-negotiable retirement number and why it’s important. Rebecca also teaches us the two biggest threats to building and keeping your wealth.
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