Author: Jeff Anzalone
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Tax-Free Retirement Account: Income That Builds Wealth and Cuts Taxes
Tax-Free Retirement Account: Income That Builds Wealth and Cuts Taxes Imagine saving for retirement, watching your nest egg grow, and when the time comes to enjoy it, you get to keep every dollar. No IRS bill. That’s the promise of a tax-free retirement account. It’s one of the smartest ways to reduce your long-term tax…
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How to Grow Wealth: Simple Tips for Financial Success
How to Grow Wealth: Simple Tips for Financial Success What if the real key to building wealth isn’t about working longer hours, chasing endless side hustles, or waiting decades for retirement accounts to mature? What if it’s simply about what you do with the extra money you already have? In this YouTube video, I show…
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The Simple Path to Wealth Summary: JL Collins Book Breakdown
The Simple Path to Wealth Summary: JL Collins Book Breakdown If you’ve ever wished for a straightforward approach to money, basically something without jargon, gimmicks, or risky shortcuts then The Simple Path to Wealth by J.L. Collins delivers exactly that. It lays out timeless principles of personal finance, financial independence, and long-term investing in a…
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Cost Segregation Study: What Real Estate Owners Need to Know
Cost Segregation Study: What Real Estate Owners Need to Know If you own a rental property, chances are you’ve wondered how to squeeze more value from your investment beyond monthly rent checks. Here’s the good news: the tax code actually gives you a way to do just that. It’s called cost segregation rental property, and…
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Retirement Life: How to Adjust & Prepare Before It’s Too Late
Retirement Life: How to Adjust & Prepare Before It’s Too Late Have you ever wondered how long does it take to adjust to retirement? You’ve spent decades grinding it out—late nights, long shifts, managing patients, staff, and maybe even your own practice. You’ve saved, invested in your 401(k) or mutual funds, and told yourself, “Once…
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Should You Max Out 401k to Reach Retirement Goals?
Should You Max Out Your 401k to Reach Retirement Goals? So, you’ve stumbled upon the big question: should you max out 401k? It’s like standing at a buffet, eyeing that extra dessert—you know it might be a good idea, but should you really pile your plate high? For many retirement savers in the United States,…
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Bonus Depreciation 2025: What the Big Beautiful Bill Restores
Bonus Depreciation 2025: What the Big Beautiful Bill Restores Are you tired of watching the IRS take a massive chunk of your income every year? What if you could turn those taxes into cash flow you actually keep? Thanks to bonus depreciation 2025, that’s no longer a dream—it’s a reality. The new One Big Beautiful…
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VOO vs SPY ETFs: Key Differences to Know Before You Invest
VOO vs SPY ETFs: Key Differences to Know Before You Invest If you’ve been looking at ways to invest in the U.S. stock market without picking individual stocks, chances are you’ve come across two popular exchange-traded funds (ETFs): VOO vs SPY Both of these funds give you broad exposure to the largest companies in the…
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How to Build a Work Optional Lifestyle for Early Retirement
How to Build a Work Optional Lifestyle for Early Retirement Have you ever asked yourself: Do I really want to work the rest of my life, or do I just feel like I have to? I know I have shortly after starting my dental practice. That question is at the heart of becoming work optional.…
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Debt Free Lifestyle Habits for Financial Freedom
Debt Free Lifestyle Habits for Financial Freedom Are you chasing the debt-free lifestyle, thinking that once you’ve paid off all your debt, you’ll finally have freedom? No more monthly payments, no more financial stress, and total peace of mind. That’s what I thought too. By 38, I was 100% debt free. I had followed Dave Ramsey’s steps, paid…
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Die With Zero Summary: Bill Perkins Book Review on Money
Die With Zero Summary: Bill Perkins Book Review on Money What If You’re Saving for the Wrong Goal? What if you spent your entire life saving for retirement, only to realize you never actually lived? That’s the trap I almost fell into. After dental school, a financial adviser gave me what he called the “safe…
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How to Build a Passive Income Empire for Financial Freedom
How to Build a Passive Income Empire for Financial Freedom Picture this: you’re sipping coffee in the morning, sunlight streaming in, and instead of worrying about your next shift or client meeting, you check your bank account and see deposits from multiple passive income streams—all earned while you were still asleep. That is the power…
