As we move towards and into the New Year we wanted to wish everyone the very best this holiday season. Merry Christmas, Happy Hanukah, Happy Kwanzaa and blessings to you and your family as 2021 quickly approaches.
In 2020 we witnessed the results of unpreparedness and how it can affect our daily lives. We also saw how ingenuity and flexibility allows us to quickly adapt and change the world.
As we prepare for what another year is about to bring, we at Baker Wealth Strategies would like to offer a couple of gifts to the first 100 requests we receive.
Gift #1
Movie: The Power of Zero: The Tax Train is Coming
This film is a major Hollywood documentary film with an all-star cast (George Schultz, Ph.D., David Walker, CPA, Ed Slott, CPA, Tom Hegna, Van Mueller, David McKnight, et al) that takes an in-depth look at how the U.S. National Debt is setting the stage for massive tax increases within the next 10 years and how they’ll impact a retiring generation of Baby Boomers.
This is the first movie ever to explore our nation’s looming debt crisis and the proactive measures Baby Boomers can take to protect their retirement plans from the crush of higher taxes. This PG-rated film played in theaters nationwide in the Fall 2018.
Click here to receive your passcode to watch the movie for free.
Gift #2
Book: The Five Retirement Myths by Patrick Kelly
This 40 page book takes a look at 5 common misconceptions about retirement planning and serves as a great place to start when considering retirement planning options.
The five myths included in this book are:
#1. BUY AND HOLD ALWAYS WINS
#2. YOU CAN’T MAKE BIG RETURNS WITHOUT TAKING BIG RISKS
#3. AVERAGE RETURNS TELL AN ACCURATE STORY
#4. YOU CAN EFFECTIVELY MANAGE YOUR OWN PORTFOLIO
#5. IF SOMETHING IS REALLY THAT GOOD, EVERYONE WOULD BE DOING IT
Patrick Kelly is the author of three national best-selling books, Tax-Free Retirement (2007), The Retirement Miracle (2011), and Stress-Free Retirement (2013). As a nationally sought after speaker Patrick’s strong counsel for advisors to practice a “client first” philosophy is the centerpiece of all his messages. One of his greatest passions is to help consumers understand they are able to step off the roller coaster of fear and loss and onto the peace-filled road of growth and stability.
Click here to receive your free book.
Shipping and handling is covered, please allow 4 to 6 weeks for delivery.
We wish you and your family all the peace and happiness this holiday season. Our hope is you will enjoy this time with friends and family as best you can. Be safe and we look forward to serving you in 2021 and beyond.
Some more good information:
