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The Wealth Protection Project

By tanyataylor / April 4, 2025

Course Content

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Meet Tanya 2 Topics

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Lesson Content

0% Complete 0/2 Steps

Successful Retirement Your Way

Lifetime Income 9 Topics

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Lesson Content

0% Complete 0/9 Steps

The Wealth Hieararchy

Perform a stress test of your finances

Questions assumpitons about path to your financial goals – do the exericis – fianncial mentor – 6.3

Your Asset Classes

Diversify within asset class and across asst class but because each take time, you must detrmien hwo to balance it out – chapter 6 of financial mentor

Your Retirement Planning Budget

Long Term vs short term investment trend

investing for your children – infinite banking, paying them a salary

Assembling your weallth plan

Extended Care 9 Topics

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Lesson Content

0% Complete 0/9 Steps

Successful Aging

Employers Tax deferred accounts

Retirment Accounts

Health Savings Accounts

Major deductions

Bonus 1 : Estate Planning 6 Topics

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Lesson Content

0% Complete 0/6 Steps

Estate Planning & Trust Module

inherited ira rules

Bonus 2 : Legacy Building 7 Topics

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Lesson Content

0% Complete 0/7 Steps

Risk Management Practices

bond laddering and roth withdrawals without penalties

balancing investments with real estate and or creating othe streams of income

withdrawing from your retirement (downturn)

Ultimate Retirement Calculator

Real Estate and Rental Property

My mission is to help one million people grow their wealth through sound financial planning.

One Million Strong

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