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Bob’s retirement plan felt like throwing darts blindfolded. Now, with a strategy in place, he enjoys golf worry-free, knowing he's covered.

Avoid costly tax mistakes: Plan Roth conversions, watch tax brackets, and rethink withdrawal strategies to reduce your lifetime tax bill.

Weird tax breaks: clarinet lessons for dental health, $10K whaling boat repairs, untethered hot air balloons = no sales tax!

Align your values, goals, and cash flow to build lasting momentum. Simplify financial decisions with expert guidance this year.

Start the year strong by aligning your goals, values, and cash flow. Build lasting momentum with clear plans and a financial strategy.

The only 2 times to change your investment strategy: when your goals shift or your portfolio was flawed. Patience builds true wealth.

Discover the value of real financial planning with holistic advice on taxes, cash flow, risk, and more.

Focus on the big three: taxes, housing, and transportation. Small changes there make the biggest impact on your cash flow.

The real question isn't the fee—it's the value you receive. Quality advice and a trusted advisor can add up to 3% in net returns.

Watch how Jonathan shares his approach to answering this all-important question using Elements®.

In this episode, Jonathan talks about the movement of money in and out of your finances and critical areas you can optimize cash flow.