Tuesday Mar 18, 2025

How to Build a Tax-Free Wealth Strategy (The 93 Million Plan)

Could focusing on products rather than strategy be quietly undermining your financial future? In this episode of 93 Million with Doug Andrew, you'll learn how to build a powerful, tax-free wealth strategy based on principles of liquidity, safety, and rate of return, ensuring you're positioned for long-term financial success.

Join host Greg Duckwitz, along with financial strategists Doug Andrew, Emron Andrew, Aaron Andrew, and Brandon Johnson, as they explain why traditional approaches to retirement planning may be leaving you exposed to unnecessary risk and hidden costs. The team introduces the LASER Fund (Liquid Assets Safely Earning Returns) concept, emphasizing the importance of a solid financial foundation and a strategic focus over chasing "shiny objects."

Discover how properly structured Indexed Universal Life (IUL) policies provide a unique combination of tax-free growth, income flexibility, and robust protection against market downturns. The panel dives deep into the mechanics of indexing, sharing insights on how to select and manage various indexes to maximize your financial growth safely and effectively.

Tune into this detailed discussion and equip yourself with the tools to build your own secure, tax-advantaged retirement strategy, empowering you to reclaim control and enjoy greater peace of mind in your financial future.

Key topics covered: Indexed Universal Life (IUL), LASER Fund concept, tax-free income strategies, financial liquidity and safety, retirement income planning, indexing strategies, financial leverage.

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