Posts



Marc Glickman interviews Phil Lubinski who has been a retirement income practitioner for many years. He helps client using his personal portfolio segmentation …



One of the biggest retirement planning decisions you will ever make is whether or not to take a lump-sum pension buyout or keep your regular monthly pension …



In my last video, I brought up the question, Is a 0% retirement tax rate possible. Today I take that topic a few layers deeper to show you 7 Strategies That Can …



Should you pay off your mortgage before you retire? The short answer to that is yes! In today’s video, I’m talking about: *The benefits of paying your mortgage off …



Today’s video I continue the retirement tax topic and explore just how low we might be able to get our tax rate in retirement. David McKnight, from the Power of …



Isaiah reviews ideas and thoughts around attracting your ideal patients to your practice and reveals how he has built his marketing and brand to attract his ideal …



Pilialoha Yarusi is a (Wonder)ful Woman, Amazing Wife, Loving Mommy and Awesome Human. She has partnered with her equally awesome Husband, Jason, …



In this video, we will explore with a case study how you can use real estate as a retirement tool. Learn MORE about Singapore Real Estate with GC Click this to …



Are you planning to retire or already in retirement? Do you have a strategy for how you plan to take withdrawals from your retirement assets? In this video, I help …



Efficient Wealth Management is an independent, fee-only, fiduciary wealth management firm located in The Woodlands, Texas.

At Efficient Wealth Management, we have developed a consultative approach where we work with a team of experts to help clients manage their complex financial lives. Not only do we help protect their wealth through investment consulting, but we work with them to develop advanced planning solutions to mitigate their taxes, take care of their heirs, protect their assets from being unjustly taken and maximize the impact of their charitable planning.

To ensure excellent service, we limit our practice to a select number of clients for whom we can have a tremendous impact.

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