Episode 231 - Control Your Future - Building Wealth That Never Runs Out with Lance Mays
Lance Mays transitioned from a financial strategist to an author helping retirees protect their hard-earned wealth. He identifies three critical risks: dying too soon, getting sick, or living too long. By focusing on "zero" taxes and losses, he teaches us to build stress-free, tax-free income through smart, proactive planning strategies.
Key Takeaways
-
Aim for zero taxes and zero market losses to protect your retirement portfolio.
-
Plan for the what-ifs by securing funding for long-term healthcare needs early.
-
Convert existing qualified plans to Roth IRAs while current tax rates remain low.
-
Use a Life Insurance Retirement Plan to handle death, sickness, and longevity.
-
Stop spending more than you make to ensure your wealth lasts a lifetime.
Resources
Lance A. Mays is a financial strategist who helps retirees reduce taxes, protect wealth, and achieve stress-free, tax-free retirement income through smart planning strategies. He is the President of WCI Brokerage.
Lance A. Mays's Book: ZERO IS YOUR HERO! https://www.amazon.com/dp/B0FYJJ4QM4
WCI Brokerage Website: https://wcibrokerage.com
Lance A. Mays's LinkedIn: https://www.linkedin.com/in/lance-mays-3816951a
Lance A. Mays's Instagram: https://www.instagram.com/authorlancemays
Connect with Jeanne
I believe that Anything is Possible and that people have the genius within them to find and live in their Genius Zone, their ultimate potential, and to live in abundance without burnout and without burning those who surround them.
For more information on Jeanne's coaching programs for coaches and consultants:
● https://jeanneomlor.com/reviews
For elite coaching for CEOs, celebrities, and icons:
● https://jeanneomlor.com/private-label-advisory
Follow Jeanne on Instagram:
● https://www.instagram.com/jeanneomlor
