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On this episode of Your Telecom Retirement, we’re taking an unfiltered look at the not-so-obvious truths that often get lost in the everyday noise.

We’ll unravel the realities of our lifestyles in comparison to our parents and grandparents, and debunk some of the most popular misconceptions about the state of the middle class and corporate taxes.

Does it feel like life was simpler, less expensive, and overall better in the “good old days”? Ever wondered if there’s more to the tax situation than meets the eye? Or perhaps, you’re just curious about why Big Macs cost more than they used to? 🍔

We take on these questions headfirst, revealing some hard-to-swallow truths, and simultaneously debunking some prevalent myths along the way. Tune in, get enlightened, and walk away with a fresh perspective that’ll leave you thinking and reevaluating your position on these issues!

What You’ll Discover:

📈 (7:50) The myth of the shrinking middle class and how our purchasing power has stealthily skyrocketed over the years.

📞 (13:30) The evolution of our homes and gadgets – a nostalgic trip from landline telephones to smartphones, black and white TVs to sleek ultra HD screens.

📺 (16:41) The exponential growth of our access to information and entertainment. How many TV channels did we have in 1970 versus now?

💰(19:39) A counterintuitive perspective on corporate income taxes – who’s actually paying for it? Hint: It’s not who you think!

Get ready to challenge the status quo, see the world through a fresh lens and, ultimately, better understand our progress as a society!

EPISODE LINKS
You can download a free digital copy of Dennis’ book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin

ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!

Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.

Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.

Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/

Visit Dennis’ website: https://www.successfulmoney.com/

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On this episode of Your Telecom Retirement, I unveil a little-known approach to maximizing your retirement wealth using Roth IRAs and Roth 401(k)s.

Based on my 30 years of experience in retirement planning specific to telecom employees, I’ll guide you through managing distributions effectively for a tax-free retirement.

Join me as I share my insights on the five-year rule, navigating tax brackets, using Roth accounts as a “slush fund,” and incorporating Roth accounts into your estate planning strategy.

Tune in and discover the hidden strategy that could transform your retirement savings!

In this value-packed episode, you’ll discover:

🎯 03:26 – The crucial five-year rule for Roth accounts and why it matters in your retirement planning

💼 07:35 – How understanding tax brackets can help you make informed decisions about Roth account withdrawals

💰 12:19 – The benefits of using a Roth account as a “slush fund” for significant expenses during retirement

📝 16:42 – Estate planning with Roth accounts: Maximizing wealth for your heirs and minimizing tax implications

🧠 24:02 – The importance of knowing your retirement numbers and working with a financial advisor to plan for the future

Ready to unlock the secrets of Roth distributions and maximize your retirement wealth? Hit the play button and let’s dive in!

EPISODE LINKS
How To Prepare For a Recession
Retirement in 1993 versus today –– the new reality

You can download a free digital copy of Dennis’ book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin

ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!

Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.

Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.

Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/

Visit Dennis’ website: https://www.successfulmoney.com/

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The longer your career, the wider your trail of various retirement and financial accounts littered behind you. This and other financial clutter makes focused saving and investment difficult, and can lead to costly misunderstandings of our positions and can slow your overall retirement savings. In this episode, we dig into the importance of “spring cleaning” your finances, what it means, how to do it, and why your future self (and heirs) will thank you.

EPISODE LINKS
You can download a free digital copy of Dennis’ book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin

ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!

Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.

Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.

Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/

Visit Dennis’ website: https://www.successfulmoney.com/

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Whenever there’s talk of a recession, people wonder what they should be doing. But how do you prepare for a future nobody can predict? In this episode, we discuss the false belief that we know what’s going to happen, what this means for retirement planning, and how to ensure you don’t fall for the trap of “timing” your way to a huge nest egg.

EPISODE LINKS
You can download a free digital copy of Dennis’ book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin

ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!

Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.

Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.

Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/

Visit Dennis’ website: https://www.successfulmoney.com/