#120 – Challenge Conventional Wealth Planning With Rebecca Walser

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Episode Summary

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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What We Covered

  • [3:22] Rebecca explains her take on unconventional finance
  • [4:55] We talk about how to invest for retirement
  • [9:14] Rebecca shares insights on 401k and her perspective on pre-tax wealth building
  • [11:12] Learn a strategy on how to manage old an 401k or IRA
  • [12:24] Rebecca shares a golden nugget for legacy wealth planning
  • [14:48] The investment world can’t compete with life insurance because of taxation
  • [16:44] We discuss one inflation hedge and some disadvantages
  • [19:00] Rebecca shares her formula to find your non-negotiable retirement number
  • [21:46] The two main financial threats
  • [27:29] Great opportunities for any business owner to consider
  • [29:59] The most common red flag on business accounts
  • [31:10] We talk about the number one myth to bust in financial planning
  • [33:08] Rebecca’s philosophy on Health Wealth


[Tweet “I’m making 150k a year but when I retire I’ll be fine with 80k. No you won’t. That’s just not how it works.“]

[Tweet “Over the history of America one great inflation hedge has been and always will be real estate.“]

Links Mentioned

Learn more about Rebecca Here

Get a free copy of my book “Falling For Money” here

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