“If you're one of the next five callers that call 801-210-5500, we will get you your very own complimentary, no strings attached, no cost, no obligation, retirement money map”
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Said on Retire Right Radio
Retire Right Radio · Running Out of Money in Retirement
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offer a complimentary retirement money map to the first five callers who call 801-210-5500
first five callers
“If you're one of the next five callers that call 801-210-5500, we will get you your very own complimentary, no strings attached, no cost, no obligation, retirement money map”
“The rule of thumb is brokerage money first, then retirement money or IRA money… then we let the Roth crock pot bake as long as it can because it’s tax-free.”
“I've always recommended that you follow the workflow and especially create a workflow map and to end from the time the customer calls till the money goes in the bank.”
“When I get to retirement, the money that my money makes is not going to continue making money… every dollar it makes is going to come to me as my income”
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