Lance Belline, CFP, ChFC, of Lighthouse Financial joins the Money Seed Podcast to talk about his retirement strategy that can potentially offer as much as $120,000/yr in retirement income with an effective tax rate of 2%. ( https://www.lhfinancial.net/ ) Lance outlines the bucket-strategy underpinning his method, and it's surprisingly simple and straightforward.
Lance is the author of More Wealth, Less Taxes, a book that explains his strategies as well as interesting stories he has come across during his two decades of experience working with his clients. ( https://lancebelline.net/ )
Lance founded Lighthouse Financial in 2005 in north west Arkansas, and the firm has since grown to a team of over 20 advisors and associates.
This podcast is for informational and educational use only. It is not intended as investment, financial, tax or legal advice and it does not constitute an offer, recommendation or solicitation. Please consult with your own tax or legal advisor regarding your particular circumstances. Investing involves risk, including loss of principal. You should seek personal advice based on your particular circumstance from an independent financial advisor prior to making investment decisions. Lance Belline is the author of the book, More Wealth, Less Taxes and offers securities through Equitable Advisors, LLC (NY,NY, member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory offered through Equitable Advisors, LLC. Lighthouse Financial is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. The Money Seed™ podcast is not affiliated with Lighthouse Financial, Equitable Advisors or its associates. PPG-5443269.1 (2/23)(Exp. 2/25)
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