Lance Belline, CFP® and author, shares that his purpose in life is to give people financial peace of mind and clarity on how to accomplish their goals. He is passionate about helping people keep more of the money they make by implementing strategies to reduce the income taxes they pay over their lifetime. How great does that sound? In this episode he introduces the 3 categories in which we accumulate wealth, each with their own tax consequences.
Connect with Lance:
Website: lancebelline.net
Company: Lighthouse Financial
Book: More Wealth, Less Taxes
Connect with me:
https://www.instagram.com/its_coach_jess/
The content in this podcast is for entertainment purposes only. Consult with a financial professional for questions about your personal situation.
Disclaimer: Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Lighthouse Financial,
Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstance. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this podcast is not investment or securities advice and does not constitute an offer. Lighthouse Financial is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. PPG- 5887372.1 (8/23)(Exp. 8/25)
Lance Belline, CFP® and author, shares that his purpose in life is to give people financial peace of mind and clarity on how to accomplish their goals. He is passionate about helping people keep more of the money they make by implementing strategies to reduce the income taxes they pay over their lifetime. How great does that sound? In this episode he introduces the 3 categories in which we accumulate wealth, each with their own tax consequences.
Connect with Lance:
Website: lancebelline.net
Company: Lighthouse Financial
Book: More Wealth, Less Taxes
Connect with me:
https://www.instagram.com/its_coach_jess/
The content in this podcast is for entertainment purposes only. Consult with a financial professional for questions about your personal situation.
Disclaimer: Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Lighthouse Financial,
Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstance. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this podcast is not investment or securities advice and does not constitute an offer. Lighthouse Financial is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. PPG- 5887372.1 (8/23)(Exp. 8/25)