Imagine getting into your retirement only realizing your partner, Uncle Sam, is taking 40%+ of what you thought you would have to spend after decades of hard work. The result? Less time with grandkids, less time to travel with your partner and more time with deep anxiety worrying about where your cash has gone.

However, in order to prevent your future self from living in retirement full of regret, you need to unlock the 2 money myths that will help you understand the devastating effect that taxes will have on your retirement without having to be an expert.

By the end of your time with Stephanie you will uncover what the 1% know about taxes, how you can accelerate your wealth and not live of life of scarcity in your retirement

Learning objectives:

  1. Discover the 3 steps to building a taxation plan that your future self will thank you for.
  2. Uncover the devastating truth about having all of your retirement “eggs” in a 401K basket.
  3. Uncover what the wealthy do to leverage bank money to generate tax-free income without taking market risk.

Stephanie Walter 

Stephanie Walter is a wealth strategist, capital raiser, syndicator, author and the CEO of Erbe Wealth. She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professional people to “unlearn” what most of us have been wired to think about money and she re-educates people to learn the secrets of the wealthy investor that can be life transforming.

Over years of working with her investors, Stephanie discovered that the very wealthy view and use money differently than the rest of us; they actively have their money working for them — sometimes in several places at the same time! They also strategically look at tax mitigation on every investment. They use leverage to accelerate their wealth and give them tax free income upon retirement.

Stephanie realized these strategies can be used by anyone, not just the rich. Her passion is teaching people these concepts on attaining lasting wealth. Stephanie’s goal is to connect her select group of investors, “her tribe”, with investment opportunities that she’s found and researched to be extremely desirable. And at the end of the day, Stephanie is looking to help her investors reach their financial goals.