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Welcome to the Peaceful Wealth Radio Hour for Saturday, June 13, 2009.  In today’s show, R. Scott Maxwell, MBA and Wealth and Income Coach at Talis Advisors and Brent Everett, Chief Investment Officer at Talis Advisors:

1. List 3 reasons why investors are worried about their wealth and define the 3 key elements of a successful retirement plan
2. Answer a listener’s question about investing in an IRA with after-tax dollars.  Review the proper decision sequence, list the available alternatives and provide insight into the benefits and drawbacks of each approach
3. Evaluate stock and option picking schemes and software trading strategies in an attempt to define what real value they offer investors.
4. Expose the 5 fundamental flaws of most trading programs and provide personal stories to help listeners decide if a scheme or software program passes the Peaceful Wealth “smell test”
5. Explain the 5 essential laws of wise investing and explain why an investor’s behavior may be one of their biggest impediments to achieving Peaceful Wealth
6. Teach listeners how to develop and implement a tax plan to ensure their estate remains in the hands of those they most cherish.
7. Count the costly mistake 93% of fund managers and investors make in pursuit of short-term gains and explain 3 strategies designed to maximize portfolio tax efficiency and maximize real returns
8. Outline 4 basic estate planning tools every investors should consider
9. Review current Estate Tax exemptions and present 4 advanced estate planning concepts focused on solving complex client needs
10. Offer 2 examples describing the benefits of advanced estate planning.  One client implemented a charitable solution to reduce estate tax liability, create immediate income and ultimately fund a charitable giving initiative for her church.  A second client effectively doubled the size of his estate with an asset maximization strategy designed to reduce estate tax exposure and allow him to control the disbursement of his legacy to those he most cherished.  Brent summarizes the importance of proper tax and estate planning, concluding with a quote from Dr. Barry Baines, M.D., author of Ethical Wills: Putting your values on paper.  Dr. Baines writes, “It’s not just about valuables, but values; not just about principal, but principles.”

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