David Steiner reaches out to Johnny FD about his recent $60k windfall after selling his dropshipping store last month. David as over 22 years of experience in a wide variety of business and information technology environments including over 17 years of SAP, 15 years of SAP Business Warehouse and 3 years of BusinessObjects. In this episode we talk about how to safety plan a retirement portfolio over a 15-20 year period to produce maximum profit.

Contact David – LinkedIn

Roth IRA Potential Return – IRS Government

Gift Tax Issues – IRS Government

SEP Plan FAQ’s – IRS Government

Vanguard Predictions – Spreadsheet

Time Stamp  Topic

(00:03:30)       Obama’s “MY IRA” Plan
(00:06:00)       Paying Taxes on a $60k Paycheck
(00:11:40)       David’s Qualifications and Expertise
(00:14:35)       Moore’s Law with Small Companies
(00:16:45)       Sector Funds with Vanguard
(00:18:00)       S&P 500 and Total Stock Market Index
(00:21:00)       Small Company Index Mutual Funds over 30 Years
(00:24:30)       Equity and Keeping Expenses Low
(00:25:30)       When the Market Drops over 5%
(00:27:45)       Big Risks in Energy Market Funds
(00:29:10)       Fifteen Year Retirement Plan
(00:30:00)       College Financing Options
(00:31:52)       Obama Care – Healthcare Savings
(00:37:50)       Up to $54K in a Tax Deferred Investment
(00:42:00)       Roth and Traditional IRA’s Options
(00:47:00)       SEP Withdrawal Fee’s
(00:51:00)       Turn $50k into $3 Million
(00:58:00)       Certified Financial Planners for Professional Advice
(00:59:00)       Real-estate and Sector Funds with Vanguard

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