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Understanding the Six Financial Storms – Part 2: Fear of Outliving Money (Ep. 6)

Understanding the Six Financial Storms – Part 2: Fear of Outliving Money (Ep. 6)

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One of the most significant concerns for retirees is the fear of running out of money. This fear often overshadows other financial worries, such as falling victim to scams or trusting the wrong financial advisor.

In this episode, John Iannucci discusses the fear of outliving assets in retirement and the importance of creating a comprehensive plan for protected lifetime income. He explains the factors contributing to this fear, such as increased life expectancy, rising costs of long-term care, and the risk associated with a sequence of returns. 

John discusses: 

  • The need for a more conservative approach to retirement planning
  • The importance of integrating different products and strategies into your retirement plan
  • The concept of a “volatility shield” to avoid market losses in retirement
  • And more

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The Greatest Threat to Your Wealth: Understanding the Six Financial Storms – Part 1 (Ep. 5)

The Greatest Threat to Your Wealth: Understanding the Six Financial Storms – Part 1 (Ep. 5)

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While we’re vigilant about weather warnings, let’s not forget the financial storm signals. From government overspending to unseen trends, this episode is your financial survival guide. Stay informed and fortified against potential economic turbulence.

In this episode, John Iannucci discusses the critical financial challenges that families face. Discover the ominous warning signs and gain insights into safeguarding your wealth against historic overspending and other economic shifts. 

John discusses: 

  • The big six financial storms 
  • The importance of tax management strategies for high net worth clients
  • The lack of movement within the financial profession and how that affects client strategies 
  • And more

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Unlocking Hidden Potential: Creative Solutions for Real Estate Retirement (Ep. 4)

Unlocking Hidden Potential: Creative Solutions for Real Estate Retirement (Ep. 4)

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Real estate can be an excellent investment, providing consistent income and tax benefits for retirement. But let’s talk about the catch.

In this episode, John Iannucci discusses the challenges and implications of owning rental real estate for retirement. He highlights the burdens of managing rental properties, such as tenant calls and repair expenses, and the diminishing tax benefits over time. As clients age, the demands become overwhelming, but selling the properties can trigger significant tax consequences. 

But remember, there’s no one-size-fits-all investment. We’ll dive into the realities of managing properties and handling financial challenges.

John discusses: 

  • Tax management strategies to mitigate impacts
  • The need to consider outstanding liabilities 
  • How you can effectively break down sales proceeds 
  • The importance of understanding the impact on adjusted gross income
  • And more

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The Financial Leverage Point: Coming Soon!

The Financial Leverage Point: Coming Soon!

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Welcome to The Financial Leverage Point hosted by John Iannucci, founder and CEO of ILG Private Wealth. In this podcast we dive deep into the world of financially successful families.  We offer candid advice on how to navigate the maze of strategies and products designed to protect, grow, and transition your wealth to your family, friends and the causes you care deeply about. Join John and his guest experts as they unveil the crucial elements of comprehensive tax, estate, business succession and financial planning.  Strategies designed to give you sleep-through-the-night confidence while maintaining a steady flow of wealth for you and your heirs.

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