Steve is joined with special guest Shawn O'Keefe, and they explore a crucial tax strategy for maximizing wealth. Discover how this unique approach allows sellers of highly appreciated assets to defer capital gains taxes, keeping more money working for them. Whether you're a small business owner, entrepreneur, or investor, this strategy offers a game-changing exit plan while preserving your hard-earned wealth. Shawn delves into the intricacies of this tax-saving method, shedding light on its applicability to various asset types and its potential for estate planning.   

If you would like more information about this Tax Deferred Strategy call Steve today!  

<a href="https://hoylfinancialgroup.com/">Steve</a> is joined with special guest Shawn O'Keefe, and they explore a crucial tax strategy for maximizing wealth. Discover how this unique approach allows sellers of highly appreciated assets to defer capital gains taxes, keeping more money working for them. Whether you're a small business owner, entrepreneur, or investor, this <a href="https://hoylfinancialgroup.com/">strategy</a> offers a game-changing exit plan while preserving your hard-earned wealth. Shawn delves into the intricacies of this tax-saving method, shedding light on its applicability to various asset types and its potential for estate planning.   
<a href="https://hoylfinancialgroup.com/">If you would like more information about this Tax Deferred Strategy call Steve today!  </a>

Steve Hoyl and Derrik Caldwell have worked tirelessly to craft personalized, high-quality financial services to a diverse group of clients at all income levels. As a lifelong resident of the Texas Panhandle, Steve has a unique insight into the passions, motivations and concerns of his client. It’s this connection with community — alongside more than three decades of industry experience — that allows Steve and Derrik to create retirement strategies that are as unique as the clients they serve and the places they live.

Learn more about Steve, Derrik and the rest of the team here.

Don't miss an episode. Subscribe or follow wherever you get your favorite podcasts!

For more helpful insights follow on social media: Facebook and X

Steve Hoyl and Derrik Caldwell have worked tirelessly to craft personalized, high-quality financial services to a diverse group of clients at all income levels. As a lifelong resident of the Texas Panhandle, Steve has a unique insight into the passions, motivations and concerns of his client. It’s this connection with community — alongside more than three decades of industry experience — that allows Steve and Derrik to create retirement strategies that are as unique as the clients they serve and the places they live.
Learn more about Steve, Derrik and the rest of the team <a href="https://hoylfinancialgroup.com/podcast/">here</a>.
Don't miss an episode. Subscribe or follow wherever you get your favorite podcasts!
For more helpful insights follow on social media: <a href="https://www.facebook.com/HoylFinancialLLC">Facebook </a>and <a href="https://twitter.com/HoylFinanacial">X</a>

Retire Texas Style!

For over 30 years, Steve has worked tirelessly to craft personalized, high-quality financial services to a diverse group of clients at all income levels. As a lifelong resident of the Texas Panhandle, Steve has a unique insight into the passions, motivations and concerns of his client. It’s this connection with his community — alongside more than three decades of industry experience — that allows Steve to create retirement strategies that are as unique as his clients and the place they live.

Maximizing Wealth: The Power of Deferred Tax Strategies with Shawn O'Keefe

In this episode, Steve and Derrick dissect the impact of the upcoming 2024 election on retirement finances, discussing market volatility, potential recessions, and the looming specter of Social Security uncertainty. From analyzing the aftermath of Tesla layoffs to dissecting the nuances of annuities and tax-saving strategies, Steve and Derrick offer invaluable insights and actionable advice to safeguard your financial future. 

Call Steve today for your FREE Portfolio Review! 

In this episode, Steve and Derrick dissect the impact of the upcoming 2024 election on retirement finances, discussing market volatility, potential recessions, and the looming specter of Social Security uncertainty. From analyzing the aftermath of Tesla layoffs to dissecting the nuances of annuities and tax-saving strategies, Steve and Derrick offer invaluable insights and actionable advice to safeguard your financial future. 
<a href="https://hoylfinancialgroup.com/">Call Steve today for your FREE Portfolio Review! </a>

Navigating Retirement Planning Amidst Political Uncertainty and Economic Volatility

Many Americans are retiring early, but this poses challenges such as healthcare costs and the lack of social security income. Planning for retirement is crucial to address these challenges. A 401k is only one part of the financial puzzle, and there are many other aspects to consider, such as social security, insurance, long-term care, and different investment options. Having a tax strategy is important to minimize the tax burden on inherited assets. It's essential to have a comprehensive plan and consider different strategies to protect and grow your retirement funds.

Get your FREE Tax Planning Analysis! 

Many Americans are retiring early, but this poses challenges such as healthcare costs and the lack of social security income. Planning for retirement is crucial to address these challenges. A 401k is only one part of the financial puzzle, and there are many other aspects to consider, such as social security, insurance, long-term care, and different investment options. Having a tax strategy is important to minimize the tax burden on inherited assets. It's essential to have a comprehensive plan and consider different strategies to protect and grow your retirement funds.
<a href="https://calendly.com/hoyl-financial/15min?month=2024-04">Get your FREE Tax Planning Analysis! </a>

Strategies to Minimize Taxes on Inherited Assets

The conversation focuses on retirement planning and the importance of generating income during retirement. Steve and Derrick discuss the misconception of relying solely on a specific savings number and emphasize the need for guaranteed sources of income like Social Security. They also highlight the benefits of fixed annuities and the potential risks and fees associated with variable annuities and 401(k) plans. The conversation concludes with a discussion on the importance of controlling taxes and fees and the need for a comprehensive retirement plan.

Call Steve today for your FREE Income Review! 

The conversation focuses on retirement planning and the importance of generating income during retirement. Steve and Derrick discuss the misconception of relying solely on a specific savings number and emphasize the need for guaranteed sources of income like Social Security. They also highlight the benefits of fixed annuities and the potential risks and fees associated with variable annuities and 401(k) plans. The conversation concludes with a discussion on the importance of controlling taxes and fees and the need for a comprehensive retirement plan.
<a href="https://hoylfinancialgroup.com/">Call Steve today for your FREE Income Review! </a>

Maximizing Wealth: The Power of Deferred Tax Strategies with Shawn O'Keefe

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Retire Texas Style!

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