Western States Financial & Western States Investments - Corona , CA John Weyhgandt, Financial Coach & Advisor
 For more information, call now: (951) 371-7608
  • Home
    • Schedule Appointment
  • About Us. . . . . . . What We Do
    • Western States Financial
    • Western States Investments
    • John Weyhgandt
  • Financial Services
    • Financial & Investment Management >
      • 401Ks, 401K Rollovers, 403Bs, 403B Rollovers
      • Annuities
      • AUM - Assets Under Management
      • Estate Planning / Living Trusts
      • Financial Coaching
      • IRAs, IRA roll-overs, Roth IRAs, Simple IRAs & SEP IRAs
    • 2020 Federal Tax Brackets, Tax Rates & Retirement Plans
    • 2021 Federal Tax Brackets, Tax Rates & Retirement Plans
    • 2020 State of CA Tax Brackets
    • 2021 State of CA Tax Brackets
    • 2020 Retirement Contribution Deadlines & Limits
    • Club vs. Swing
  • Insurance Services
    • Buy-Sell Agreements
    • Disability Insurance
    • Employee Benefits
    • Key Man Insurance
    • LIRPs
    • Life Insurance
    • Long-Term Care
    • Medicare
  • Debt Services
    • Types of Cases
    • Ordering Credit Reports
    • Actual Settlements
    • The U.S. Debt Clock
  • Forms, Blogs, Videos & More
    • Forms
    • Questionnaires
    • Blogs
    • Archived Blogs
    • Videos
    • Privacy Policy & Terms of Use
  • Contact Us
  • Escape the Retirement Tax Trap3

PUT YOURSELF IN CONTROL                    OF YOUR OWN MONEY



In the transfer of interested and its opportunity cost, you must put yourself in a financial position where you have the choice to use your money or someone else's money. 

Picture












By that we mean you must save to the point that you can choose to pay cash of finance. If you choose pay cash you should pay yourself back. As long as you use money from others they will require interest for that privilege. Once you have accumulated savings, there may be opportunity to use money from others at a rate less than your money is earning. Getting to that position will be critical to the growth of your Circle of Wealth.


Another important factor is capital. Capital is critical. Over the course of your lifetime the financial institutions you have had to deal with have been in competition for your money. The fact that you may be retired does not change their focus. It will be very important for you throughout your retirement years to understand the rules centered around the spending of your accumulated assets to make sure you are not transferring money away unnecessarily. As we work together, we will seek to put you in the best possible financial position to make your money last as long as possible.

For more information about how to put yourself in control of your financial situation, please contact us.

QUICK CONTACT

SUBMIT

FINANCIAL VIDEOS

Picture
Educate yourself with our financial videos!

CONNECT WITH US:

WSF Facebook
Missed Fortune - Financial Advisor

CATEGORIES:

​About
Financial Services
​Insurance Services
​
Debt Services
Process
Forms
Resources
Videos
​Blogs
Articles
Questionnaires

PROUD MEMBER OF:

Picture
Picture
Picture
Picture
Picture

LOCATION:

Western States Financial
​Western States Investments

2275 S. Main Street
Suite# 101-C
Corona, CA 92882
Phone: (951) 371-7608
Appointment: 
John Weyhgandt - Online scheduling (oncehub.com)
Fax: (951) 371-7084
Email: John@WesternStatesFinancial.com
​Email: John@WesternStatesInvestments.com

© 2021 Western States Financial &  Western States Investments.  All rights reserved.