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Welcome to the Peaceful Wealth Radio Hour for Saturday, June 27, 2009.  In today’s show, R. Scott Maxwell, MBA and wealth and income solutions expert at Talis Advisors and Brent Everett, Chief Investment Officer at Talis Advisors:

1. Identify the 7 essential questions that must be answered to design a successful retirement income plan
2. Define traditional income planning solutions and discuss the risks and rewards retirees must understand to craft a successful retirement income plan that outpaces inflation, maintains purchasing power and protects a lifetime of savings
3. List and discuss the 5 components of every successful income plan; current and future budget requirements,  emergency needs, the proper role of fixed income,   maintaining purchasing power, and matching the solution to a retirees’ personal comfort level
4. Discuss a planning tool known as Monte Carlo analysis, outline the proper use and specific limitations of Monte Carlo analysis and share how Monte Carlo analysis can help investors quantify the likelihood their retirement plan will match their individual needs
5. Introduce new and powerful ways to guarantee a lifetime of income. Scott and Brent define the benefits of these new solutions, outline specific examples of their use, name the limitations and count the costs ever investor and retiree must consider in their pursuit of Peaceful Wealth
6. Expose a glaring weakness of many guaranteed income solutions, explain and provide an example of how the commission driven focus of most sales representatives fails to address this weakness, and define a hybrid solution designed to match the twin requirements of safety and growth required to fund a long and enjoyable retirement
7. Teach investors how to eliminate the threat of future tax increases that may rob investors of a comfortable and enjoyable retirement by converting their traditional IRA, SEP IRA, Simple IRA, 401(k) or 403(b) into a Roth IRA
8. Outline 6 important reasons why everyone should consider converting their traditional IRA, 401(k), etc. into a Roth IRA and explain 2 powerful strategies to offset a significant portion of the taxes investors will incur in order to  receive the remarkable benefits a Roth IRA provides
9. Make one last invitation for listeners to call today and register for a Peaceful Wealth Workshop from Noon to 1:00 on either Wednesday, July 1 or Thursday, July 2 to learn and understand how to design a portfolio. Join Scott and Brent for a fun and enjoyable free lunch and leave with a thorough understanding of how markets work, how to build a portfolio suited to personal goals and individual comfort and a customized personal risk evaluation to guide your portfolio design.   Ideally suited for those still growing their wealth, approaching retirement or in retirement, the Peaceful Wealth Workshop will equip you with the knowledge you need to chart your path to Peaceful Wealth.

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