How The Wealthy Create Tax-Exempt Wealth

I believe the IRS tries really hard to take the fun out of being successful.

If you believe the same, then I have a question for you: if it were up to you, how much of your retirement income would you want to share with the IRS?

I hope you said "None of it!"

Our current tax code allows you to make this possible and I demonstrate how the wealthy have done it for years...and all I need is a notepad to show you.

Yep, I'm a financial guy...but so what? This information is typically reserved for individual clients; however, I believe you deserve the opportunity to get what you want (which is to keep the IRS off your money).

Doesn't matter if you ever meet me or not...just educate yourself!

You can also get my audiobook of this class for free by texting "uncommon" to 720.807.5919.

All the blessings,

Kelly O'

PS: If you'd like to schedule a call with me (not an assistant or associate, but me personally) then feel free to do so via this link: https://www.financialcaffeine.com/calendar

• Welcome Video
• 01 Pie and Mountain
• 02 Three Types and Check Story
• 03 Qualified Plans
• 04 Four Buckets
• 05 The Financial Teeter Totter
• 06 Additional Information Part I
• 07 Additional Information Part II
• 08 Debtor vs Saver
• 09 Client Case Study
• 10 Brother A vs Brother B
• 11 Household Income and The 1%