E176 | How to Grow Your Money Smartly, Safely, & Significantly with Anna Felix

May 14, 2024

 In this episode, I sit down with Anna Felix, a leading money strategist with a background in education and linguistic intelligence. We dive deep into the intricacies of financial planning and tax strategies, especially in the context of retirement and entrepreneurship.

Anna analyzes the benefits of structuring retirement savings to be flexible and tax-efficient, leveraging the stability of growth tied to the S&P 500. She also shares valuable insights on how entrepreneurs can optimize their tax situations through proactive expense tracking and strategic use of Roth IRAs.

 Moving to a more personal vibe, Anna shares her journey from becoming a widow to empowering herself and other women in the realm of financial literacy. She emphasizes the importance of financial knowledge, advocating for its inclusion in educational curriculums, and highlights common financial missteps entrepreneurs often make. She empowers her clients to figure out the best way to grow their money using the 3 S's (Smartly, Safely, and Significantly).

 

In this episode, we explore:

• Understanding your financial health importance
• Spotting common entrepreneurial finance mistakes
• Smart tax planning strategies
• Insights into non-traditional retirement savings
• Learning to grow money tax-free
• How to feel empowered about financial decisions

 

 "When you understand and control your finances, you’re not just planning for tomorrow; you’re securing your ability to make choices for your future."
- Anna Felix

 

LINKS:
www.annafelix.com
https://www.linkedin.com/in/annafelix-smartmoney/

 

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