17 Burst results for "Chris Maggie"

"chris maggie" Discussed on Newsradio 970 WFLA

Newsradio 970 WFLA

06:48 min | 1 year ago

"chris maggie" Discussed on Newsradio 970 WFLA

"Show. I am Robert. Maggie and I'm here with my son and co host Chris Maggie. So on the first segment we talked about, I guess the most common way people invest and they're trying to look for income when they retire and try to get a high rate They've got to do with the volatility of the up and down the market, Chris, But we've been doing complete planning for years and That we have a strategy that's been around for a long time. So I want to talk about that. So let's look at a different strategy, which is gonna which we call our recommended strategy. And we're actually combining your retirement account with the Another product that we use. Because it makes sense. When you have a product will give you guaranteed income. So if you don't know about this product now is the time to give us a call 81332 to 25 20. You could put your money in a very safe place What your money will grow. You don't lose money. There's no fees and you get to guaranteed gain. And it's a product that is issued by an insurance company. Okay? And what we're doing here with this product is typically taking away all of your downside risk right? So think about that for a minute, so typically when we talked about last segment, the traditional way is Get to a certain amount. Take 4% from it. And then that's your income stream for life. But then again, what do you do with the principle? It's going up. It's going down. So if you want to take out the risk or the downside, And you can flip over the green money. It's called. I know some money. So the first strategy when we talk about last second was, I hope so. Money. I hope so strategy. I hope we get a 5.92% return to get to X amount of that million dollar value in this example that we used to generate the $40,000 a year. But if you don't want to stomach the losses of the market Or the anticipation or if you have the anxiety of the market fluctuation that you don't have to be in that hope so strategy you can transfer over to the I know. So strategy the green money where you eliminate the downside risk. And that is well said. You limit the upside, but you still get gains. But here's the thing. Preservation of principle. That's what people want, so you know, that's okay. But again, it's a very safe place for your money and a lot of times. Now, these products have what's called an income writer. You might hear that. And in many cases, Kristen I talk about this, but an income right? It has to be explained to you because there are advantaged advantages to it for some people, and sometimes you don't need it. Income writer So that's very important to understand these products because what they do Is that actually supplies you a guaranteed lifetime income like Social Security, Christian like a pension, so going back to our first segment? That's not what what That is. When you have to hope that you're going to get. There are 5.92% return. You're gonna have to hope that the market goes down. With this product. There is no problem there. It's I know so money, which is what you talked about. That's exactly right. I know it's there. I know I'm gonna have the income. And when we do it our firm, we do a lot of different things. We call the Magi plan. We have a tax division and we have an insurance division. We have an income division. Given investment division of the legacy. We talk about legacy and tax free money, so a lot of things that we do, but we generate an income plan. We create buckets, bucket planning and mutton not allowed advisers talk about this because they just put everything all in one spot and they just take a distribution from it, Not us. We do is every account that you have as a purpose, a specific purpose, so maybe bucket number one is guaranteed green money that will give you that income that you need that $40,000 a year guaranteed for life, maybe for five years or we can generate for a 10 year period. And then we let the other buckets grow. We let him grow where we can. We will have to worry about him right now, because it's later money. It's theirs. Now money. There's later money, and there's never money. But when we designed these buckets, the later money we have time we have time on our side time value of money. We can stomach the ups and downs. We don't need that or depend on That or those buckets for income in the short term, But we can guarantee the income for life. And so when the first bucket runs out, the second bucket can grow back to where you started. So you living off of interesting and your principles protected. And that's what the I know. So strategy. The green money strategy is all about. So if you want more information about how we can design a bucket plan for you for guaranteed income. Give us a call 81332 to 25 20. That's 81332 to 25 20. And I have to bring this up because you brought a good point. But I'm gonna give you a client that we have We've had this client for 12 years and started with a million dollars and she received that money from an inherited account from her mom and she came in and she said, I don't want to lose this money. So, Kristen, I sat down and this is 12 years ago. We put a plan together for her that the first five years we guaranteed her income that she wanted when that money ran out the second, the six year to the 10th year still guaranteed her income with a little bit of in an increase, so she didn't even have to lose money from the second bucket, which is an inflation bucket. Correct now the third bucket, which we just met with her this past week. Guess what. You count value came back to not only a million dollars, but a little bit more. And now she does it all over again. You go. Do you guys have that plan? I mean, that's what we talked about in the first segment. Why, Chris and I make these comments because you don't want if you don't know what you don't know. Then come in and give us a call 81332 to 25 20 again. I'll repeat it. 81332 to 25 20. We have had these plans for years. The strategies and concepts that we use are safe investments safe guaranteed income. Do you have that plan? And if not, then I ask why. So we just gave you a bunch of examples today because this is what you have to decide. How do you want your money distributed when it when it comes time for retirement and the big question, Chris and you asked us all the time, and I love it. How much income do you need per month? So when Chris here's that number if it's 5000 or 3000 It has to fit into what they have available in that bucket. Absolutely, and we can present it generated plan. It's called an income plan, and that's the question I have for everyone listening today. What is your income plan? Do you have one? Because if you just have piles of money and assets, just, you know, hopefully growing or going up and down. You don't have an income plan because you have the red money plan the I hope so. Money plan. I hope it's there when I need it. I hope I could take money out when I want to. And I hope it's there for the future. Well, if that's what you want, you can have that plan. That's fine. That's pretty much where 80% of the advisers have. That's what they're recommending to you. The 4% rule plan the I hope so. Money plan. Just gather the money. Let it grow over time. Hopefully it's there. Well, many people are terror. Tired of that. They don't want that plan. They want the green money plan. The I hope so. Money is not their plan. They want the I know. So money plan. That's what they're looking for. So if that's what you want, pick up the phone schedule. Time to meet with us. Let's put together an income.

Chris Maggie Kristen writer Robert
"chris maggie" Discussed on Newsradio 970 WFLA

Newsradio 970 WFLA

01:55 min | 1 year ago

"chris maggie" Discussed on Newsradio 970 WFLA

"Welcome everyone. And thanks for joining us today. My name is Robert. Maggie and I'm here with my son and co host Chris Maggie. And you're listening to the Magi tax and financial show. We have a lot to talk about today. We have some special things were gonna be doing so before I get into that. I wanna introduce my son and co host Chris because, Chris, we We see so many people we have so many questions. So many people are confused. So our job is to try to help them. Understand and put a plan together. We call it the Magi plant. Absolutely welcome, everyone. Thanks for tuning into the show. We love what we do. We're glad to be here and And tune into our TV show as well on Sundays at 10 30 on ABC TV, the mag attacks and financial show, But what we do here is we educate. We show people how to put together a plan, a tax plan and income plan an investment plan in the state plan. Legacy plan. That's what we do, so there's a lot of things that we can help you with. You just pick up the phone schedule time to meet with us. So let's jump into today because a lot of things we were going to talk about. We do a lot of federal seminars. If you're a federal employee out there that wants you talk. Tell him where to go, How they get more information about that. Absolutely. We've been doing federal seminars for years, and we've gotten a lot of requests to do. More. So here's what we're gonna do. If you go to our website, federal educators and you're a federal employee for the post office for the so security for the V A Hospitals go to our website, federal educators dot com Our next seminars coming up in August, But we're gonna be doing seminars every month. So now you should have no excuse Why you can't attend. So go to federal educators dot com. You call my office and 81390900 to 2 or you can log right on there, and we can get you registered. Because this is important. Chris. Federal employees out there are confused. They don't know when to retire. They know what they're going to get. We see this every day. We know OPM doesn't give them as much help as we do. Absolutely. We calculate your furs or serves pension. We can show you about your Phegley. F e g l I talk about your TSP talk about Survivor benefits..

Chris Maggie Magi OPM Robert ABC Phegley
"chris maggie" Discussed on Newsradio 970 WFLA

Newsradio 970 WFLA

05:59 min | 1 year ago

"chris maggie" Discussed on Newsradio 970 WFLA

"A Robert and Chris. Maggie. Welcome everyone. And thanks for joining us today. My name is Robert. Maggie. Can I be with my son and co host Chris? Maggie? Hope you're doing well, Be sure to visit our website Maggie tax dot com. We have a lot of information on there that you can see. And we have a lot of videos. So when you come in meet with us, or we do a zoom call or phone call, you know a little bit more about what we do, and then we can help you with what you do. Don't forget tomorrow on ABC TV every Sunday at 10 30 to infer the Magi tax and financial showing again. It's about education. Kristen, I do this all the time, and we did finish our second book, The Magi planets finally out, So when you come in, we'll be glad to give you a copy because it's like Explains everything you do, But Chris, I'm excited about that. We have some new things to talk about. So hello. Absolutely welcome everyone, thanks for tuning in to a show. You know, we're glad to be here we love doing we do And what about education? It's about helping you. Many people have questions on taxes. Many people want strategies to help reduce their taxes. They want more income on the most tax efficient way. We can help with those things. People want investment options. They want to know how to protect their money. They want to know how to grow their money. They want to know how to take risk. They want to know how to have a plan. That's what we do. Lot of people ask us about school security maximization was the best time to take it. You know? What about Medicare? You know, I get so much information. When you're about to turn 65. Many people have questions. They just don't know what to do Well. That's what we do here. We do complete planning. That's what we do here because you want to help you educate you. And we're here to help you so big of the phone schedule. Time to meet with us. We have offices on both sides of the bay so you can come in meet with us. Or you can come in with you Do Ah, Phone appointment or Azuma point, whatever it is to make it simple and easy for you. So welcome to the show. We have a lot to talk about today. So visit our website at maggie tax dot com and give us called 833 Magi tax. One thing you mentioned it. I also want to make a point. Medicare We're getting into open enrollment season. I've been doing Medicare since 1990 were very versed in Medicare. So if you folks a turning 65 or No. We found many people lost their jobs and they have to get on Medicare. Now we can help with license with many companies. We can do the comparison for you. Show you what it's gonna cost for Bea. You know how it works. C d the whole thing. So, you know, make sure you give us a call would sit down with you and do that comparison because you have choices to make and we'll give you the best one we can. So you know, there's so much going on right now. Christmas every time we meet with people You know, we start by asking questions was kind of funny. I had a person called the other day and I did AA zoom call, and I started asking them questions and she said, Can I stop you for a minute? She said. Why are you asking me so many questions in my in trouble? I said no, not at all. So I said, if you just let me go ask the questions. I think you'll see because I want to start a conversation with you because I don't know if anyone is talking to you about thes and hear the questions that I had asked her And this is for every one of you today because Chris there you mentioned admitted, Go. There's so many things on people's mind right on, hears it. So you know the question Number one will we have higher taxes in the future? And I could just see all of you saying, all right, you know, just nodding your head. Yes. Okay, well, we have lower benefits in the future when that could happen. Will we have inflation? We have increased volatility and what's gonna happen if we lived too long? Or what if we outlive your money? Chris? The's the questions that you just can't tell me. Let's back up a little bit of time in the mark, and that's what I'm doing. I'm looking for growth. No. These questions apply. Don't think they should do And when I start thinking about this, because, you know we're in a yo yo, economy. You're on your own. You are on your own. So what does that mean? You have to take act. Now you have to put a plan together. So what benefits would you like? Would have? Wouldn't it be great if you never could lose money ever? You know if you could access the money that you didn't lose after a downturn wouldn't that create opportunity? You know Really? What? It's opportunity. Mean could you take advantage of these nice? Nice opportunities that exists, But people just don't know how to get there. I didn't interrupt you. So I apologize. But you much in the word opportunity, And I think people miss that. We're an opportunity. What does it mean to you? You know, we had a client come in. And you know, we put money in an account where they never lose money. So when the market goes down, they keep the principal principal preservation. When the market comes back, they recaptured gain. And then she said Teo husband It's just an opportunity an opportunity lost for a little bit, but she got the money back, and then she realized you can reset and get the games again and keep going north instead of south. Well, that's just it. You know, these are options opportunities that are available to you if you just knew what they are. And how to get them and most advisors out there just pretty much our traditional. They just do the same thing over and over and over again, and they just deal with the market goes up. It goes down and the same stories the same. It's going to come back and it's overtime. It's it's going to be up, but Again. That's just the same old thing from the same old advisor. You know, you deserve to have a plane. You deserve to have more than that. You deserve to have an income plan. An investment plan a tax plan. You know these questions as my dad mentioned before. Are very serious, You know? Will we have higher taxes in the future? Will we have lower benefits in the future? What if it happens where we lose benefits? What you going to do about it? You know? Well, we have inflation. What if the amount that you're getting every month is not enough now because of inflation. You know what about increased volatility? This the big thing? You know what if you depend on your investments, and now they go down and then you have two less income. And then while inflation happens now, you really Behind the rock right here Because now you don't have a plan. You know what if you two live too long you start outliving your money. So what do you doing today to put together a plan? No most advisors out there just want to put you in a product or put you in investment. That's not what it's about a pile of money. Don't worry about a pile of money. You need to have a concrete plan, and that's what we do here. So think.

Medicare Chris Maggie Robert ABC TV Bea Azuma Kristen principal advisor
"chris maggie" Discussed on Newsradio 970 WFLA

Newsradio 970 WFLA

05:35 min | 1 year ago

"chris maggie" Discussed on Newsradio 970 WFLA

"For joining us. My name is Robert. Maggie. I'm here with Chris Maggie, my son in co host. Sure to visit our website Maggie tax dot com and tune in tomorrow on ABC TV, A 10 30 for the Magi tax and financial show, and we have officers in ST Pete Palm Harbor and Loot, So Pick up the phone 833 Magi tax. In fact, speaking of a phone this is what I want to talk about. This is a phone call that we make every day and see if this is what you would say. Hello. This is Bobby Maggie with Maggie tax and financial group. I'd like to stop by and share some information with you that I believe is going to change you and your family's lives forever. May I see you tomorrow? And what happens is they immediately respond. Say I'm not interested. I respond even quicker. I know you're not interested. I've never talked to anyone who was interested. In fact, If you were interested, I'd be suspicious. And that's not the purpose of the call. And I'd like to stop by and share information that I know is going to change you and your family's life forever. And I'm going to make a deal with each and every one of you out there. I promise not to try to sell you on it because Americans love to buy, but they hate to be sold Chris. Absolutely another truth. And so here's how Most people respond. If you're not going to sell me anything, why would you offer this information and we respond? Very simple. We find that people wait until the last minute to make financial decisions. And more often than not, they make a mistake now, isn't that truth is the truth. You know, I want to meet with you because and share with you this information that I am positive We'll change you and your family's life. Forever. So think about that. When would you want to know the information before it happens or after it happens? Do you want to be controlled? Or would you rather be in control? And those are the two questions we have for you right now. We've recovered. Markets recovered, but again, you're in control. But will you be controlled like everyone else? You're the same person that said, Well, everyone else lost money. I guess I'm gonna lose money, too. It doesn't have to be that way You could step out of the box and you could do something different. And that's where we come in. And when we're finished, you will know something that 95% of the people in America actually just don't know it isn't that worth an hour of your time when there's no cost and no obligation, So can we get together? That's my question today. With you listening to our show. Can we get together? Can we meet? Can we have a conversation that I promise you It's going to be positive. I promise you That's going to be in a way where you're going to leave a clarity, peace of mind and confidence. Let me also add. This is going to happen to that many of you out there going to resist, and you're going to tell Kristin I Something like I have a brother in the business. We always reply. Then bring him along because he needs to hear this, too. Or my sister or my father. Whatever. Bring them along What they're going to say they just bought life insurance. And I say I'm not coming to sell you anything. I have vital information that's going to change you and your film these lives forever. So what do you have that you know it's going to change my life forever. And that's the question so I don't want to give it away. But we need to have a conversation. Give us a call it 833 Magi tax. We're going to tell you the answer to that question, because there's a big answer for everybody on every topic. So 833 Magi tax. Let's discuss the retirement crisis because it is getting worse. And think about this. Covert 19 has reduced continued work as an option for retirees. Many of them are not working now. Many older workers are facing lower so security benefits for a variety of reasons. Retirement accounts are being drawn down faster because of the lower returns. Housing pressures of being threatened with reductions while property taxes are facing severe increases. Renters. They're facing higher rents for a multitude of reasons. And because of the pandemic, many older workers are retiring early it then they would have And this creates lower pensions lower so security and possible higher health care costs. Many older workers are being forced to dramatically increase their debt load. So very simply all of these issues recording more planning so they can have a positive outcome rather than a negative outcome. And again, we can help. So is it worth an hour of your time to talk about this? Let's have a conversation to create solutions. 833 Magi tags. You know all the things you just said that so important a table. But what? Really Has it relate to you? What about tax planning? What about ways to maximize your so security benefits? No. So security recipients will lose nearly $39 billion and benefits because they allow their so security benefits become taxable. You can get your so security tax up to 85%. That's today. Think about what's gonna happen in the future. What could happen? What are you doing about it? What are you doing now, to be in control, as opposed to be in control? That's my question to you. This is a tragedy. There are many people interested out there who want to maximize their sources so security benefits they want to reduce their taxes wouldn't prevention taxation? Of this vital benefit. Be good way to start a conversation with us. That's what we're talking about here. What are you doing now? To reduce your taxes? We talk about Medicare. We talk about so security. We have seminars on these topics. We talk about ways to reduce your taxes have more income on a tax favorite basis. That's what we do. What about your investments? Do you want to be in control or you want to be controlled? Think about that..

Chris Maggie Maggie tax Bobby Maggie Robert ABC Medicare America Kristin
"chris maggie" Discussed on Newsradio 970 WFLA

Newsradio 970 WFLA

08:06 min | 2 years ago

"chris maggie" Discussed on Newsradio 970 WFLA

"Everyone and thanks for joining us today my name is Robert Maggie here with my son Chris Maggie and we've been talking about webinars have been talking about what you can do and get some ideas and you know have some retirement plan even though we're in a bad situation now so visit our website bagi tax dot com well we have webinars on tax planning social security Medicare empowering women Roth conversions and for one K. rollovers and why we doing that because you need help and we're going to send you some information as well to you know follow along with the weapon are and we've done it for a while now it's it's a reason why you can't get out to do seminars you know that but you can't stop educating yourself and Chris you know this is the problem that we see people fall into a shell and you know like the market goes down and they they panic and and think you said it in a once before the biggest thing that's for people worried about his fear they don't know which way we're going in the right well that's the thing many people are in fear you know many people have no idea they don't have the the conference with a clarity of to move forward they they're in fear I mean this is what people are are thinking that's what they're feeling and and it and if you're out there today and you're here in the show you might want to you know start shaking your head because you understand that if that's how you might feel which is fine but we want to empower you because what we're talking about is that your finances are so important taxes rose gonna be there your your income has to be their investments have to be there your state planning your legs they have to it's all there and we talk about each and every day so don't put it on the side now is the time more importantly ever than ever before is to really look at everything get a second opinion that's what we can do to schedule a time to meet with us to get a second opinion on everything not just taxes not just your investment on the whole thing because now is the time to get it done and we're talking about last segment is about close your eyes for a minute invision invision really what's happening what's going on in this economy that we're living right now you know you have a lot of stuff has happened but what are you doing what can we do to help you and that's why I want to enlighten you empower you he's a powerful idea for you with all the economic changes that are happening in our country at breakneck speed we know this right what I want to do is visit the website U. S. debt clock dot org U. S. debt DVB T. clock dot org and what I want to explain to you is that we all need to be and have access to this site you know I provide more information that we all need to know because it's about what's really happening is that take you beyond two thousand twenty four where where where my will issue the debt the debt that we as a country are seen here it's actually ridiculous they're printing money you know they came out last week and I talked about how the fed's gonna keep printing money printing money was that mean the purchasing power on the dollar is going to be very low so we just mean to you what taxes are going to have to increase their going to tax us at higher rates at some point the features to what do you doing about it what's your plan so Chris just ask what's your plan and it it you know it talks about a lot of things a complete plan most of you have an incomplete plan right now and you have to make it a complete plan you know Chris talked about the tax is going up but just remember one thing in twenty twenty four the trump tax cuts the going to expire and who knows what the tax rates are going to be are they going to be higher are they going to be lower I remember our primary responsibility is to help you to do what to take action not just do nothing that's not a plan so if you use the debt collector information to compare the year twenty twenty two the year twenty twenty four it allows you to us to use the government's own information to determine unequivocally that they're going to require enormous amounts of more revenue in the future it just it's Christmas the same thing when they passed the secure act the move the retirement or indeed to seventy two and they took away the stretch and many people don't even know what the stretch was but why did they do that because they want your account to grow longer so they can delay when the taxes go up to make you do pay higher taxes that's it and you know when they talk about the IRA's you're able to stretch it over of generations but now you have to take the account over ten years if you're the beneficiary so think about it your mother inherit you inherit a million dollars from your mother or your father you have to take ten percent for you have to do you have to dissolve that million dollars over ten years to think about that hundred thousand dollars of income has to go on your tax return each and every year whether you need the money or not what if you don't need the money well that can put you in a higher tax bracket now what do you do with the money how do you invest it so that's we're talking about here so where are they going to get the money from it's going to come from you it's going to come from me it's going to come from all the taxpayers out there but if you have your money in position where it's tax free do you have to worry about it and we don't want to pay our fair share let me make that very clear but the bottom line is would you want to pay more than what you really need to and you know there's three things that think of taxes income and risk in all this revolves around your retirement so when you gonna take money out of your account qualified account you four oh one K. E. R. A. how much tax you gonna pay if you ask yourself the question Chris and I can do a mock tax return and help you understand what the future's going to be we met with the gentleman last week two million dollars sitting in qualified money and I asked him boy you got a great partner he he said what are you talking about he said that's my wife when she gets it well not exactly because put the partner is Uncle Sam iris you're going to pay an unknown tax on that money and Chris when we showed you the illustration what he could do to to lower that tax on it a tax advantage way strategically he was shocked he was like no one ever told me that they don't have to because he had a an adviser for twenty years and we talked about it how can your advisor isn't showing you this message I don't really don't know why he doesn't do any taxes he always tells me to go consult my tax guy but my tax guy so busy just doing tax preparation you really never showed me some strategies so that he sat back and he said Chris Bobby my gosh I needed to know this ten years ago and now I'm in a situation where I got a two million dollar IRA you know the way we can get this out is so important how do we create a tax deduction off to the taxes he was intrigued me so you know what my gosh you have empowered me to do something now have clarity of confidence because I know he wants to get his money out and most tax efficient way and we're able to show him so that's what we're talking about here if you're in that situation get a second opinion to get the phone schedule time to meet with us visit our website at Maggie tax dot com come in schedule time anyone of our three locations and if you don't want to come in because well the cove it we understand you were technology sounds so we have everything available over the internet we have the technology to take care of that through zoom or to other other areas so we can still do a phone appointment and meet with you and make sure that we address all your concerns or pick up the phone schedule time to meet with us visit our website at Maggie tax dot com look at the weapon or is there all right Terry get educated that's what's so important education is key eight three three Maggie tax that's eight three three Maggie tax news traffic and weather Tampa bay's news radio WFLA the search is over for a missing autistic boy Miami Dade police have confirmed the body of a child's been found in a lake by Miccosukee golf course in Country Club a short distance from where police say two black men in a light blue four door car objected nine year old Alejandro Ripley from the home depot last night in Miami approaches the mother and the man's drugs the mother's insists that she does not have any drugs the passenger at that point reaches in steals a cellphone and takes her child police are asking anyone with information about the crime to contact Miami Dade crime.

Robert Maggie Chris Maggie
"chris maggie" Discussed on Newsradio 970 WFLA

Newsradio 970 WFLA

01:35 min | 2 years ago

"chris maggie" Discussed on Newsradio 970 WFLA

"Here with my son and co host Chris Maggie and we have a lot to talk about today B. be sure to visit our website Maggie tax dot com we have a lot of information and more importantly all of you should visit our website Maggie tax because we're doing webinars where you can actually tune in at a certain time and listen to the information on tax planning on social security on Medicare we have a special one for empowering women so go to our website Maggie tax dot com it's in the top of the bar on the website and you can click on it and register for any of the ten and the schedule is right there so pick the one you want pick the time you want Chris we just did a seminar weapon are from telling women and we have over a hundred attendees on the webinars that tell you anything absolutely it does welcome everyone I'm Chris Maggie and thanks for tuning into our show today it was so grateful to the yeah because you know it's about you it's about empowering yourself really you know we did one for women and we had a phenomenal response and we do have done the same thing with federal employees and people want to reduce your taxes so education is so important where you going right now to get to get you cation you need on your finances so let's just be real finances are here we have to do with money we have to do with your investments we have to do with taxes all year long this is very very important for you to get the information that you need to make the right decision to welcome to our today show we're so excited to be here education's important you know is a lot going on and we need to make sure that you have the information that can empower you to give you confidence clarity and direction moving forward it also just remember retirement is different today than it.

"chris maggie" Discussed on Newsradio 970 WFLA

Newsradio 970 WFLA

06:55 min | 2 years ago

"chris maggie" Discussed on Newsradio 970 WFLA

"Accent furniture show Chris Maggie and as always and so grateful to be here I love doing what I do because we help people we educate people no it's really great when you could show someone had to have income for life have investment plans how to reduce their taxes had to have a legacy words income tax free that's what we do each and every day so visit our website at Maggie tax dot com this so much there to help you with the phone eight three three Maggie tax that's eight three three Maggie tax so let's talk about a client that we met we meet a lot of clients but this is one that I just want to bring up he was a bright young men who knew a little bit about stocks bonds mutual funds and some personal finance I guess just enough to be dangerous but he also thought he knew everything about saving for retirement and this show was about five years from retirement and he had a good plan and he also had a state pension plan so security he had some fixed income but as we learned more about him he did not have enough to retire on any really did not have a retirement plan and what he didn't think about with things like different rates of return on his Stevenson vestments he didn't think about inflation and the different kinds of income taxes he would be faced with in Chris this is what we see every time these are what this is what I said earlier in the show questions this is questions that you have to ask but many people don't know how to ask them and that's what we do it in the first appointment because that helps some really understand what they got well you know we we do seminars for empowering women but we can empower men with empower people that's what we do each and every day so when we meet with you in our office from you come in who would analyze everything you have want to show you an education what you can and can't do what's gonna tell you what you have to do this is your money you work so hard what do you want to accomplish what do you want to do what do you want to have in retirement where you're excited about that's what talking about here it was not until he sat down with us input all these investments together and discussed his concerns and that's when we were able to put together a comprehensive retirement picture a tax plan an income plan investment plan the legacy plan also security maximization plan that's what we did we did a fact finder on all their accounts and we review the accounts in detail we looked at the current season he was paying with the wrist that he was currently taken with this accounts and we did a balance sheet and we went ahead and showed him some options to recommend to put in a better situation where he has ownership he knows his core he knows what he can protect in the end explore what's mother buckets we did bucket planning with him because every bucket every account that he has has a purpose so when the market does go down he's okay he's on a bad situation with mark goes up is taking care of the vantage of opportunities and that's what we're talking about here but more importantly we need when we do is return his tax return he's been a heck of a lot in taxes on is getting income in the most tax efficient way to all the people listening today when you hear stuff like this we can do it at our from Maggie tax advisory and financial group we have the professionals we have everyone on the one roof to do the best thing for you and that's what we're here to do a eight three three Maggie tax and the key to all this the Chris is talking about we identified ways to create a tax free income stream and we make sure that he would not run out of money and that's a big question that many of you out here have that to my going to run out of money all he had most of his money in tax deferred or tax delayed accounts and Chris what's wrong with tax deferred attacks delayed accounts are infected with taxes but here's the thing that means you're gonna pay a lot in taxes in the future so the government's really smart they're great at this keep putting money away at a tax deduction today on the amount of money which is great but in the future my gosh when that account grows and grows and grows and I got a big tax time bomb we gonna do about it well how do you differ use it that's what we're talking about here that's a tax plan do you have a tax plan because if you don't have a tax plan then pick up the phone schedule a time to meet with us eight three three Maggie tax at eight three three M. A. G. G. I. T. A. acts and go back to what I said earlier their advisors out there that what we call them a product pushers and that's all they do but they don't do what we're talking about because we discussed bucket planning Chris references this every time and if you don't know what bucket planning is a just give me a reason to call us eight three three Maggie tax because there are three buckets as you could use that you could have a great retirement Chris you know this is what people do only look at the investments and accumulate I have a pile of money great what are you going to do with it how you gonna deal with retirement and they also just look at what's the rate of return what's the rate of return yeah you get fifteen percent in one year but what if the next year you lose ten I mean how look at the exactly but we what goes on in your house when you see the account's go up and how do you feel when the market goes down how do you feel and that's the question we asked people because if you have a you know how's your weekend when you tell on Friday the market just took a dive do you have an upset weekend on Saturday and Sunday and Monday you just can't wait to see what's going to happen I mean is the things that you don't have to you don't know control about but you can control the risk that you take with your money in your accounts chaff there's a couple things the words that were using arm you know tax deferred you know against tax free these are things that you want to know about bucket planning how to reduce your taxes and we showed him this is simple it's a systematic transfer a systematic transfer of assets using the planning strategies that we designed so we save them on taxes we help lower the risk to avoid depleting their retirement savings and Chris talked about it before folks when you get into retirement used a taken money all these different plans we don't know what the tax brackets going to be you all know that everybody's concerned about taxes taxes yeah but when you deferred defer defer to a later date did you go to pay a lot more in Texas or what you think about a tax plan they had more to spend and more to pass in this is the big thing down to the beneficiaries and Chris we talk about this beneficiary designation how many times do we see people come in with the old for one case of don't have a beneficiary is now with the lady last week she has three hundred thousand dollars and all for one K. she came on and she was super excited said I got everything in order I think what we call the company and guess what no beneficiaries zero exactly when we look at our accounts she has two kids five grand kids do you think she wants to keep the money in the family should enough absolutely well she don't wanna go through probate you don't have to if you do the right strategies in youth proper beneficiary designation let's figure this out put together a plan for you and listen by simply knowing the rules using the strategies and knowing the rules to your money made their retirement to to really sweet how many of you were willing to sit down and see if we can do the same for you call.

Chris Maggie
"chris maggie" Discussed on Newsradio 970 WFLA

Newsradio 970 WFLA

06:54 min | 2 years ago

"chris maggie" Discussed on Newsradio 970 WFLA

"Negative accent furniture show Chris Maggie and as always I'm so grateful to be here I love doing what I do because we help people we educate people no it's really great when you could show someone had to have income for life had as investment plans how to reduce their taxes had to have a legacy words income tax free that's what we do each and every day so visit our website at Maggie tax dot com this so much there to help you with pick up the phone eight three three Maggie tax that's eight three three Maggie tax so let's talk about a client that we met we meet a lot of clients but this is one that I just want to bring up he was a bright young men he knew a little bit about stocks bonds mutual funds and some personal finance I guess just enough to be dangerous but he also thought he knew everything about saving for retirement and this show was about five years from retirement and he had a good plan and he also had a state pension plan so security he had some fixed income but as we learned more about him he did not have enough to retire on any really did not have a retirement plan and what he didn't think about with things like different rates of return on his Stevenson vestments he don't think about inflation and the different kinds of income taxes he would be faced with in Chris this is what we see every time these are what this is what I said earlier in the show questions this is questions that you have to ask but many people don't know how to ask them and that's what we do it in the first appointment because that helps some really understand what they got well you know we we do seminars for empowering women but we can empower men with empower people that's what we do each and every day so when we we meet with you in our office from you come in would analyze everything you have want to show you an education what you can and can't do what's gonna tell you what you have to do this is your money you work so hard what do you want to accomplish what do you want to do what do you want to have in retirement where you're excited about that's what talking about here it was not until he sat down with us input all these investments together and discussed his concerns and that's when we were able to put together a comprehensive retirement picture a tax plan an income plan investment plan a legacy plan also security maximization plan that's what we did we did a fact finder on all their accounts and we review the accounts in detail we looked at the current fees and he was paying with the wrist that he was currently taken with this accounts and we did a balance sheet and we went ahead and showed him some options to recommend to put in a better situation where he has ownership he knows his core he knows what he can protect in the end explore what's mother buckets we did bucket planning with him because every bucket every account that he has has a purpose so when the market does go down he's okay he's on a bad situation when the market was up he's taking care of the vantage of opportunities and that's what we're talking about here but more importantly we need when we do is return his tax return he's paid a heck of a lot in taxes on is getting income in the most tax efficient way to all the people listening today when you hear stuff like this we can do it at our from Maggie tax advisory and financial group we have the professionals we have everyone on the one roof to do the best thing for you and that's what we're here to do eight three three Maggie tax and the key to all this the Chris is talking about we identified ways to create a tax free income stream and we make sure that he would not run out of money and that's a big question that many of you out here have that to my going to run out of money all he had most of his money in tax deferred or tax delayed accounts and Chris what's wrong with tax deferred attacks delayed accounts are infected with taxes but here's the thing that means you're gonna pay a lot in taxes in the future so the government's really smart they're great at this keep putting money away at a tax deduction today on the amount of money which is great but in the future my gosh when that account grows and grows and grows and I got a big tax time bomb we gonna do about it well how do you differ use it that's what we're talking about here that's a tax plan do you have a tax plan because if you don't have a tax plan then pick up the phone schedule a time to meet with us eight three three Maggie tax at eight three three M. A. G. G. I. T. A. acts and go back to what I said earlier their advisors out there that what we call them a product pushers and that's all they do but they don't do what we're talking about because we discussed bucket plan Chris references this every time and if you don't know what bucket planning is a just give me a reason to call us eight three three Maggie tax because there are three buckets as you could use that you could have a great retirement Chris you know this is what people do only look at the investments and accumulate I have a pile of money great what are you going to do with it how you gonna deal with retirement and they also just look at what's the rate of return what story to return yeah you get fifteen percent in one year but what if the next year you lose ten I mean how look at the exactly but we what goes on in your house when you see the account's go up and how do you feel when the market goes down how do you feel and that's the question we asked people because if you ever you know how's your weekend when you tell on Friday the market just took a dive do you have an upset weekend on Saturday and Sunday and Monday you just can't wait to see what's going to happen I mean is the things that you don't have to you don't know control about but you can control the risk that you take with your money in your accounts chaff there's a couple things the words that were using arm you know tax deferred you know against tax free these are things that you want to know about bucket planning how to reduce your taxes and we showed him this is simple it's a systematic transfer a systematic transfer of assets using the planning strategies that we designed so we save them on taxes we help lower the risks to avoid depleting their retirement savings and Chris talked about it before folks when you can and to return unused taken money out these different plans we don't know what the tax brackets going to be you all know that everybody's concerned about taxes taxes yeah but when you do for a deferred to further to a later date did you go to pay a lot more in Texas or what you think about a tax plan they had more to spend and more to pass in this is the big thing down to the beneficiaries in Chris we talk about this beneficiary designation how many times do we see people come in with all four one case a don't have a beneficiary is that with the lady last week she has three thousand dollars an old phone K. she came on and she was super excited should I get everything in order I think but we called the company and guess what no beneficiaries zero exactly when we look at our accounts she has two kids five grandkids do you think she wants to keep the money in the family should enough absolutely well she don't wanna go through probate you don't have to if you do the right strategies and youth proper beneficiary designation let's figure this out put together a plan for you and listen by simply knowing the rules using the strategies and knowing the rules to your money made their retirement to to really sweet how many of you were willing to sit down and see if we can do the same for you.

Chris Maggie
"chris maggie" Discussed on Newsradio 970 WFLA

Newsradio 970 WFLA

01:35 min | 2 years ago

"chris maggie" Discussed on Newsradio 970 WFLA

"So you can learn a lot it's about education and we received a lot of calls from you folks out there because it's about education it's about things that we do on Christmas I gonna talk about a lot today so let me introduce my son in Costa let's get started my son Chris Maggie thanks for tuning into our show we love being here and welcome everyone and you know each and every day we talk about retirement planning we talk about income planning tax planning investment planning so security maximization planning what about tax free retirement that's what we talk about we could do all the strategies you know they're there for you to take account of and you can do it you could put this in together in your retirement plan you have to work with the right advisors there's a lot of advisors out there some people are insurance agents some people are financial planner some people of brokers you know some people just CPA's so it's very tough for the listener out there to really distinguish what an adviser does and what they don't do and that's why it's so important to me with a complete planner and also a fiduciary so pick up the phone schedule time to meet with us that's what we do here at Maggie investment services Maggie tax advisory we do complete planning eight three three Maggie tax that MHEG I. T. A. acts in the best way to avoid paying taxes by understanding how to make taxes work for you and that's for Christian I do all year every year for years about power of leveraging your money and we're gonna show you how to do this and in the process it meaning to your money and Chris we had some interesting calls this week we heard from some people that said you know our radio show on our TV show.

Costa Chris Maggie fiduciary
"chris maggie" Discussed on Newsradio 970 WFLA

Newsradio 970 WFLA

10:55 min | 2 years ago

"chris maggie" Discussed on Newsradio 970 WFLA

"I'm Chris Maggie and I'm here my dad and coach of the show Robert Maggie and thank you so much for listening we love doing we do about education you know financial literacy is so important and we believe an education to make sure that you understand what your options are and if you working with the transactional adviser your options might be limited if that's what you want then that's what you're gonna get but if you don't want that and you want a broad array of options in education then pick up the phone and schedule time to meet with us visit our website at Maggie tax dot com or just call eight three three Maggie tax that eight three three Maggie tax so every week we get questions and I write them down when I meet with a client because I want to put them on the show to Allah may be applied to some of you out there so let's talk about one of these questions then we get this all the time about the author read distributions and the four oh one K. summer give an example of a client that we met but dumb he was seventy years old and he's going to be seventeen happened July this year so he retired in twenty fourteen but he has a four oh one K. account as consisting of highly appreciated stock and cash now many of you out there have a four one K. that has appreciated stock and cash listen carefully and this is with and this one was with his former employer so the majority of the money is pre tax and he says I I do have a small portion of the money in in planned Roth which was established in twenty sixteen so here's what his problem is not knowing the anyway which is the net unrealized appreciation advantage which we can help you with made several which rolls and rough conversions between twenty fifteen and twenty seventeen so from reading the end you a rules you know he thought that he had lost the and you a privilege for good so when I call the savings account administrator which Christian I do they said that since he has not made any withdrawals and twenty eighteen he still qualifies for the end you a treatment for this year and this is conflicting information to his understanding so Chris who's wrong here how does it work because this is a big question a lot of you out there come in that have the stock in the company and you could still take advantage of anyway well anyways net unrealized appreciation if anyone it listening out there who has stock maybe work for Johnson Johnson or Lockheed Martin or whatever it is you have company stock and you have a lot of it you might be able to get tax break by taking out the money on and most tax efficient way it's call net on realized appreciation a new way so do you qualify for this you know just something that need to know about absolutely okay because if you don't or not aware of your options then you might be paying more tax or double taxing you really need to pay so let me go on with this because this is question he wanted to know if he does qualify does he need to include on the implant brought them out in the lump sum distribution and also he wants to know how should I handle my first already if I go with the lump sum distribution so stopper deferment call time out because a Roth IRA is tax free right right pre tax money is before taxes all taxable when it comes out so these are good questions that this gentleman is asking because he is smart about his retirement but lot of people miss and you a ends too late but they can take advantage of the like one and I know that we administrative stock and tell you that most of the time most of time unless you ask exactly what we call because every plan has their it planning ministry and also the plan documents that they have to follow you don't go back to what you should we call we call the the plan administrator while you're there because the unique to hear what they have to say in a let's go back real quick to something that I just thought about we call to people last week to plan administrators and both clients Chris said no beneficiary zero no beneficial on their account so think about that they worked there for twenty plus years they passed away goes through their state yep guess what probate is that what they want is that what you want do you know if you have probably been officially designation it's not that's one of things we focus on every day so we'll help you there so let me lead into this because the correct answer you know the he is correct and the savings account administrator is mistaken they didn't even know so to qualify for the in you a tax treatment the entire account and this is important must be empty by the end of the taxable year once a triggering event occurs Chris what is a triggering event well the trigger events or death disability separation of service in attainment of age fifty nine half of test the age that you reach a you don't have to take a distribution right after a triggering event you can wait an amount of time and once you do take a distribution the account must be ended by the end of that year for a new way net unrealized appreciation to apply if that doesn't happen then the anyway treatment is lost until another trick event occurs so stop right there for you know wait there a plan ministry was mistaken so who who's job is this to steer you in the right direction so think about this the client had a thought then he called the plan then straighter and had difficulty and they didn't know so who the relying on think about the confusion think about the uncertainty think about where to go here you sit in in in limbo in just the middle of the water and you don't know where to go that's why it's important to seek the right adviser but here's the thing it's the triggering events that confused administrative because in this guy situation the only triggering event that will left for him were disability and deaths so if you do not become disabled you're unable to use the a new way but you know this is the key here but your beneficiaries could if they inherit the plan account stock remains and they follow all the rules and this is what people don't do in folks if you do not understand anyway we just give you a reason to call my office eight three three Maggie tax and we can help because here's the thing if you do it wrong it's going to cost you a lot and if you don't do it right you you may have lost a big advantage Christian that's why we understand taxes we understand the strategies that you can take to protect adduction to reduce your taxes that's what we're talking about we understand the tax code and yes we understand and you weigh net unrealized appreciation of the supplies you pick up the phone and schedule a time to meet with us eight three three Maggie tax at eight three three Maggie tax think about this for a minute what if we would be able to do something a strategy they just didn't know you could do right when would you want to know you don't want to know after and then years after so my gosh either save thirty thousand dollars in taxes think about that for a minute so before you do anything specially now if you're about to retire you're about to retire pick up the phone schedule a time to meet with us you deserve to get a second opinion me with the fiduciary me with someone to do a complete planning for you eight one three nine zero nine zero zero two two or just call toll free eight three three Maggie tax we also talk about the supplemental income plan that we have we have an approved IRS tax plan called the supplemental income plan of what we're talking about today this is what you need to meet with the tax of ours who understands the tax code make taxes work for you and stop being a partner with Uncle Sam Chris that's the most writers people that stopping a partner did the confused like me with my husband or my wife hello with Uncle Sam am I right true new this the problem that people have so the best way to avoid paying taxes is by understanding these rules and how to make taxes work for you because this is a big advantage to a lot of people out there if your listing and you have highly appreciated stock or cash make the call eight three three Maggie Ted Turner from it you said you said make taxes work for you is your adviser talking to you about the no because he's not a tax of ours what about your CPA well I would say and I have to be careful because art there great CPA's out there and some do but the majority don't because the busy putting a ton of information I was going to bring up this before but that's what the file extensions because they don't they don't have time to do it right so do you think they have time to tell you about supplemental income plan on how to reduce taxes and they don't mean that they don't do it it's just that they don't have time to do it of course that's what we do they just do tax preparation and something wrong with that right but you deserve more you deserve the tax planning the tax strategies putting everything together so it benefits who you and your family will go back to a couple things that we talk about the IRA has a cap you can put so much in the four one K. has a cap right so the government says put money in these plans but you only have your the ceiling you can't go any higher than that that's not true is it you can do more than that right yes this phase out of parts that have heard a lot of people because they make a lot of money so guess what they pay more taxes well if you have the supplemental income plan guess what we know we can help you so again the best way to avoid paying taxes is by understanding how to make taxes work for you Chris and the tax codes that we use and it's all right R. S. approved you got it's a package what is it you got it is there it's up to them people listening today and we thank you so much for listening but here's a story the bottom line is that this is your money your money your plan your future your tax return your investments you can decide on what you want those to do don't you think that your adviser has everything under control for you think about it understand it when a guy that came in last week was so upset and we have some white so upset he says I'm not mad at my adviser minute myself and said why is because I should have seen what he's doing or what they're doing actually tracked it I should have looked at your question he said he was complacent he was complete that's right but you know what he was any any any minute and that's what we're talking about today on the show is that you know don't just leave it in your advisors or your transactional advisors hand you don't work with an adviser who's gonna look the taxes every year going to look at the income going to pay lease amount taxes possible to make sure that your money stays in your family no we get so sick and tired of these accounts that have not been officiers on them think about your checking and savings account yeah yeah might have twenty thousand there in one of a hundred thousand dollars sitting there you might have fifty thousand is going to go through probate ask yourself these questions that's we do each and every day so pick up the phone eight three three Maggie tax at eight three three M. A. G. G. I. T. A. X. we talk about the Maggie plan that's what we've been talking about throughout today show the Maggie plan is a tax plan it's an income plants and invest in plan it's an insurance plan if you don't have it give us a call eight three three Maggie tax ask about the supplemental income plan we have.

Chris Maggie Robert Maggie
"chris maggie" Discussed on Newsradio 970 WFLA

Newsradio 970 WFLA

04:07 min | 2 years ago

"chris maggie" Discussed on Newsradio 970 WFLA

"And I'm here with my son and co host Chris Maggie so on the first segment we talked about I guess the most common way people invest in the trying to look for income when they retire and try to get a high rate they got to do with the volatility the up and down the market Chris but we've been doing a complete planning for years and the we have a strategy that's been around for a long time so I want to talk about that so let's look at a different strategy which is gonna which we call a recommended strategy and we're actually combining your retirement account with that another product that we use because it makes sense when you have a problem give you guaranteed income so if you don't know about this product now is the time to give us a call eight one three three two two twenty five twenty you can put your money in a very safe place where your money will grow you don't lose money there's no fees and you get the guaranteed gain and it's a product that is issued by an insurance company okay and what we're doing here with this product is typically taking away all of your downside risk right so think about that for a minute so typically only talk about last segment the traditional way is get to a certain amount take four percent from it and then that's your income stream for life but then again what do you do with the principal it's going up it's going down so if you want to take out the risk or the downside then you can flip over to green money it's called I know so money so the first strategy we talked about last thing was I hope so money I hope so strategy I hope we get a five point nine two percent return to get two X. amount of that million dollar value in this example that we used to generate the forty thousand dollars a year but if you don't want to stomach the losses of the market or the the anticipation or if you have the anxiety of the market fluctuation the you don't have to be in that hope so strategy you can transfer over to the I know so strategy the green money were you eliminate the downside risk and that is just well said you limit the up side but you still get games with his the thing preservation of principle that's what people want so you know that's okay but again it's a very safe place for your money in a lot of times now these products have what's called an income writer you might hear that in many cases person I talk about this with an income right has to be explained to you because there are advantage advantages to it for some people and sometimes you don't need it in Colorado so that's very important to understand these products because what they do is it actually supports your guaranteed lifetime income like social security question like a pension so going back to our first segment that's not what what that is would you have to hope that you're going to get there a five point nine two percent return you gonna have to hope that the market goes down with this product there is no problem there it's I know so money which is what you talked about that's exactly right I know which there I know I'm gonna have the income and we do at our firm we do a lot of different things the call to Maggie Flynn we have a tax division we have an insurance division we have an income division we have an investment division have a legacy we talk about legacy and tax free money so a lot of things that we do when we generate an income plan we create buckets bucket planning and not not a lot of visor talk about this because they just put everything on one spot in the just take a distribution from it not us what we do is every account that you have as a purpose a specific purpose to maybe bucket number one is guaranteed green money that will give you that income that you need that forty thousand dollars you're guaranteed for life maybe for five years or we can generate for a ten year period and then we let the other buckets grow we let him grow where we can we will have to worry that I'm right now because later money if there's no money there's later money and there's never money but when we design these buckets the later money we have time we have time on our site time value of money we can stomach the ups and downs we don't need that would depend on that or those buckets for income in the short term but we can guarantee the income for life so when the first book it runs out the second bucket can grow back to where you started see living off of interested in your principles protected and that's what the I know so strategy the.

Chris Maggie
"chris maggie" Discussed on Newsradio 970 WFLA

Newsradio 970 WFLA

02:00 min | 3 years ago

"chris maggie" Discussed on Newsradio 970 WFLA

"Chris Maggie, welcome back everyone. Thanks for joining us today. You're listening to the Maggie tax and financial show. And by the way, make sure you tune in tomorrow at ten thirty on ABC TV for the Maggie tax and financial show. I just want to cover a couple of quick things here. If you're turning sixty four turning sixty five I know that may sound kind of weird, but you getting ready to get onto Medicare and we need to talk to you about a Medicare supplement or Medicare Advantage plan because Medicare doesn't cover all the expenses. So pick up the phone give us a call. Eight one three three two two twenty five twenty Christian, I could do a comparison of the plans that are out there and make the best choice for you. So that's another thing that we want to talk about. So Chris, let's talk about some that's really important to us. You and I have been training, federal employees out there for years. We, we do seminars and for all of you that are out there that are federal employees. Go to our website, federal educators dot com. You can register for the upcoming seminars. And if you tell a friend, bring a friend because we do a lot. But Chris, let's talk about. Because we've been doing this so long. I think the thing that really is upsetting to me into you is that federal employees don't know their benefits. That's right. And it's not your fault. I mean think about this. OPM is so busy off as a personal measuring, so busy. There's so many of you, which are federal employees. And there's not a lot of them. So they're not taking the time to educate you, and the reason why would you this is because we help in a lot of different ways, whether it's to calculate your furs or serves benefits, are you eligible you get a pension? If you are eligible, whether your furs, F, E, R S, or a CS, R, S employees. What about your your, your federal employees group, life insurance? You know what are the cost of that? It's cheaper when you start. But as you get older, especially retirement the costs go up dramatically if you have option d what about your TSP d- are you putting money in pre-tax, or post tax accounts? How much can you put away? How is it being managed? What's the best options to put your money? What about long term care? What about your health insurance,.

Chris Maggie Medicare ABC TV
"chris maggie" Discussed on Newsradio 970 WFLA

Newsradio 970 WFLA

02:03 min | 3 years ago

"chris maggie" Discussed on Newsradio 970 WFLA

"And thanks for joining us today. My name is Robert Maggie. And I'm here with my son and co host Chris Maggie. And you're listening to the Maggie tax and financial show. Be sure to give us a call for tax analysis and advanced tax planning strategies that we do all year long. So if you think tax seasons over it's not because this is the time now between now and the end of the year to start planning for tax savings, and we'll go over. Throughout today's show. Show to watch your show tomorrow on ABC TV at ten thirty AM, and we also have one on Saturday night. Eleven thirty following the CBS news and folks, these two different shows, and what Chris talked about a lot of different topics. A lot of advisors out there only talk about one thing and they talk about just, you know, investments in risk in whatever, and it's not complete planning, Chris, and I do. And Chris, just talk about what we do at Maggie tax because this is where we separate ourselves and through taxis season this year. I can tell you, we've helped a lot of people understand taxes and what the Trump tax cuts were we shared it, and welcome everyone. Thanks for tuning into our show, the Maggie, tax and financial show, and we love doing. We do we Detroit really great when you sit there and help people reduce their taxes have more income, protect their money, generate a purpose with everything they have, and leave everything to their family or stay in the family instead of going through probate or to Sam. So welcome everyone, thanks for tuning into our show. And, you know, everyone thinks hey. It's tax seasons over. Well, it's not it's not over the deadline has passed for filing two thousand eighteen federal income tax return. But unless you have an extension this tax season was the first one where we saw the impact of the tax cuts and jobs act. You know, really play out wholesale changes to the tax code made this more interesting and unpredictable tax season than usual. Many tax payers, had lots of uncertainty about what a tax reform would mean for their two thousand eighteen federal income tax returns, and as we reached the tax filing deadline here to IRA lessons. We learn this tax season, let's talk, what number one, the big one here that a lot of people maybe missed a lot of advisors..

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"chris maggie" Discussed on Newsradio 970 WFLA

Newsradio 970 WFLA

01:33 min | 3 years ago

"chris maggie" Discussed on Newsradio 970 WFLA

"It's about education and we received a lot of calls from you folks out there, because it's about education. It's about things that we do in Chris, and I are going to talk about a lot today. So let me introduce my son and co host. And let's get started my son. Chris Maggie thanks for tuning in to our show. Love the in here and welcome everyone. And, you know, each and every day, we talk about retirement planning, we talk about income planning tax, planning investment, planning so security maximization planning, what about tax free retirement? That's what we talk about. We could do all these strategies you know, they're there for you to take account of an you can do it. You can put this together in your retirement plan just have to work with the right advisors. There's a lot of advisors out there. Some people are insurance agent. Some people are financial planner some people brokers. You know, some people just CPA's so it's very tough for the listener out there to really distinguish what an advisor does, and what they don't. Don't do. And that's why it's so important to me with a complete planner and also a fiduciary. So pick up the phone schedule time to meet with us. That's what we do here Maggie investment services Maggie tax advisory. We do complete planning eight three three Nagy tax. That's. I T A X and the best way to avoid paying taxes is my understanding how to make Texas work for you. And that's what Chris, and I do all year every year for years about power of leveraging your money, and we're going to show you how to do this, and in the process, it meaning to your money, and Chris, we had some interesting calls this week, we heard from some people that said, you know, our radio show on.

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"chris maggie" Discussed on Newsradio 970 WFLA

Newsradio 970 WFLA

01:35 min | 3 years ago

"chris maggie" Discussed on Newsradio 970 WFLA

"This report is sponsored by Trust cO Bank, Trust cO Bank. We know hometowns and the people in them from small communities to big cities suburbs to downtown trust. cO Bank provides the services they need to live the life. They always dreamed up. It's another reason we're hometown in every way, member FDIC NewsRadio. WFL a streaming on your Amazon echo and over two thousand devices via the iheartradio app. The following is a commercial program paid for by Maggie tax. The opinions viewpoints and promises made during the following program are not those of WFL AM it staff management or parent company. Iheart media Inc. All these years, you saved up planning, I secure retirement. But if you're not careful, it will be the IRS that's living it up when you retire by taxing your hard earned money. Welcome to the Maggie tax financial our with Robert and Chris Maggie of Maggie tax advisory and financial group with over thirty years of combined experience in tax, savings, income planning and investment opportunities. Robert and Chris Sherrod, vice and tax planning strategies designed to protect your retirement nest egg from Uncle Sam your questions and comments are welcome. During today's program by calling eight one three three two two twenty five twenty that's eight one three three two two twenty five twenty or visit Maggie tax dot com. That's M A G G. I tax dot com. And now your host for the Maggie tax financial hour on nine seventy WFL a Robert and Chris Maggie. Hello everyone..

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"chris maggie" Discussed on Newsradio 970 WFLA

Newsradio 970 WFLA

01:30 min | 3 years ago

"chris maggie" Discussed on Newsradio 970 WFLA

"Cold with added SPF thirty protection, I use it in the winter and in the summer to help protect against flare ups from sun damage, purpose anelle works when you have a cold sore workman. You don't uses direct lightning sharks tonight at six on News Radio. W F L A the home of lightning hockey, stop planning for SAM's, retirement and start planning for your retirement, as we return to the Maggie tax and financial hour with your host bothering, son. Robert and Chris Maggie for additional information on how you can create a tax free retirement. Visit Maggie tax dot com. That's in a G G I tax dot com or call eight one three three two two twenty. Five twenty that's eight one three three to two twenty five twenty. Now, your host for the Maggie tax and financial our father and son from Maggie tax advisory and financial group, Robert and Chris Maggie, welcome back. And you're listening to the Maggie tax and financial show. I'm Robert Maggie. And I'm here with my son and Chris Maggie don't forget to give us a call eight one three three two two twenty five twenty seven attacks appointment now starting at sixty nine dollars. We'll do a free tax analysis for you see if we can help you with the new tax cuts because a lot of people are confused. So give us a call eight one three three two two two five two zero. And I also want to talk about you know, we wrote a book a while ago, stopped funding, SAM's retirement and get a plan that simple and easy to understand. And it's available to all of you..

Robert Maggie Chris Maggie Maggie SAM sixty nine dollars
"chris maggie" Discussed on Newsradio 970 WFLA

Newsradio 970 WFLA

01:55 min | 3 years ago

"chris maggie" Discussed on Newsradio 970 WFLA

"Robert and Chris Maggie, welcome back. Thanks for joining us. My name is Robert MaGee and be with my son and co host Chris Maggie. And we're talking about the volatility on Wall Street and in the market, but also want to start by reminding all of you on January fifteenth. January seventeenth. We don't seminar to avoid the social security mistakes. And also on the biggest tax changes in history because we just talked about the volatility of the market and what you can do about it registered for the seminar. Give us a call eight one three three two two twenty five twenty. It's going to be at the Holiday Inn in Clearwater Tuesday. January fifteenth at seven o'clock and Also Thursday January seventeenth at seven o'clock. This is where you can learn what we're trying to explain here on the radio about social security and taxes and one other thing about the market because when bull markets, and it causes almost unimaginable pain, and Chris talked about that, you know, people lose their jobs. They lose their homes their life savings, and sometimes even in their marriages, and it's taken the market up to twenty five years to recover from a major market crash. The question is what are you doing about? It are you meeting with an adviser just putting you in the same stocks, bonds and mutual funds. You know, because it seems as though many people have forgotten the lessons learned in the last two. To market crashes that each wiped out maybe fifty percent, and some of you know, who I'm talking about or more of your portfolio. Why did you let that happen? And Chris we talk about red money. Green money. We talk about a product that we have that you can get up to fifty percent of the gains in the market think about the past couple of weeks we met with clients and they kept going down down down. What did they say? Yeah. Just like two thousand eight what are you doing? What are you doing about? That's the thing. I mean, if you have protection knowing that you don't have to lose anything, and you still get upside potential. Would you want to know about it brokers not going to tell you about it because they were limited? They're limited to what they can show you but a complete advisor or a fiduciary someone's going to the best thing for you. So we'll show you strategies like that..

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