The Secrets of the Wealthy Podcast

Have you made your 2023 New Year’s resolutions yet? If you’re approaching retirement or are already retired, one of your resolutions should be to protect your assets.

In this episode, John Mints emphasizes the importance of taking the time to protect your finances, investments, and ultimately, your lifestyle in retirement. He compares the current market to previous years and provides some insights on why you want to focus on protec...

Taxes are on everyone’s mind these days. One of Biltmore Financial’s three core pillars is tax planning and management, and we have a secret to share about it.

In this episode, John shares the details about the one-of-a-kind tax planning and tax management software Biltmore Financial uses to serve their clients. He explains how this technology is helping their clients potentially save money in tax dollars.

John discusses:

Did you know you can appeal the property tax assessment from the county appraisal district? Many property owners don’t.

As a result, they end up overpaying in property taxes.

In this episode, John Mints speaks with Francis Kafor, property tax consultant at Texas Tax Protest, about the process of filing a protest for your property taxes.

Francis discusses:

The new Inflation Reduction Act of 2022 comes as a promise to reduce the high inflation that the country is currently experiencing.

However, do we know if this bill could achieve its intended objectives?

In this episode, John Mints outlines the new Inflation Reduction Act and why it could significantly raise taxes and potentially have no effect on controlling inflation. In addition, he stresses the importance of being prepared for ...

Have you heard that inflation can ruin your retirement plans?

Curious as to how that can happen?

In this final installment of Top 10 Questions You Should Be Asking Your Advisor Right Now, John Mints adds two bonus questions that can help you learn a lot more about your financial advisor. 

Inflation is still increasing so those who are retiring or looking to create a guaranteed income to hedge against inflation should look into find...

Inflation is affecting almost everything in our lives, especially for those retiring soon.

For those facing retirement, inflation can cause a huge impact on your retirement savings with every percentage increase. In this episode, John Mints continues his discussion on the top 10 questions you should ask your advisor. Bringing these questions to your advisor’s attention can hopefully find alternative strategies to help save more dur...

During times of a market downturn, people tend to reach out to financial advisors more often because of the added financial stress from the economy. 

In this episode, John Mints answers questions that you may have right now.

John discusses:

Resources:...

When markets are uneasy and the world seems more chaotic as days go by, you want to make sure you are secure in your portfolio and have confidence that you know how to manage your finances in a volatile market.

In this episode, John Mints discusses the projection of the economy due to the current state of the world, and how to prepare for that possibility with confidence, so that you and your family are protected in the upcoming ye...

Investing in a Roth is a great way to save on taxes, but it often comes with a number of handcuffs that limit the amount you can contribute.

But what if there was a way to invest that would give you most of the benefits of a Roth without the limitations?

In this episode, John Mints continues his discussion about a “Roth on Steroids”. He shares the key points that you should know before getting started to ensure it works for you and...