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Scripture & Wallstreet

SCRIPTURES AND WALLSTREET – PREPARATION BEATS PANIC IN EVERY MARKET CYCLE

Millions of Americans have spent decades doing exactly what they were told to do. Work hard. Contribute to your 401(k). Max out your IRA. Wait until retirement. Collect Social Security. But what if the biggest retirement risks don't begin until after you retire? In this episode of Scriptures & Wall Street, Carlos Cortez Jr. takes a deep dive into one of the most misunderstood aspects of retirement planning: Social Security timing, retirement taxation, and the hidden rules that can dramatically impact your income. From earnings limits and tax consequences to inflation, banking systems, and market volatility, Carlos explains why many retirees unknowingly surrender control of their financial future simply by following the traditional retirement playbook. The conversation also explores the importance of stewardship, principal protection, and preparing for an uncertain financial landscape instead of reacting emotionally to headlines. Whether you're approaching retirement or decades away, this episode challenges you to think beyond returns and begin asking the questions that truly matter: Do you know what you own? Do you know how your retirement will be taxed? And do you have a strategy for when the rules change? Because retirement isn't just about growing wealth. It's about protecting it when you need it most. FREE tax calculator http://corteztaxbill.com GALLUP -The CliftonStrengths® 34 Report https://www.gallup.com/cliftonstrengths/en/403127/cliftonstrengths-34-report.aspx The Color of Money https://rumble.com/v73vhby-scriptures-and-wallstreet-the-color-of-money-replay.html?e9s=src_v1_s%2Csrc_v1_s_o&sci=e9473b97-5241-472d-a848-0bf18daac052 ———————————————————————————————————— Schedule a consultation today! https://cortezwm.com Learn More About America First Retirement https://americafirstretirementplan.com/ Get your own private insurance account! https://privateinsuredaccount.com/ Like & Subscribe our Channels ———————————————————————————————————— Rumble https://rumble.com/user/ScripturesAndWallstreet Youtube https://www.youtube.com/@ScripturesAndWallstreet Spotify https://open.spotify.com/show/0d0qrDco0pTfSjeaLEa6Ux?si=2M13CUTkQBC6mWa7B0vWrA X https://x.com/scrptrandwallst ———————————————————————————————————— Support the show! SCRIPTURES AND WALL STREET - WALLSTREET DOESN’T CARE ABOUT YOUR YOUR HEALTH - WITH JAY CAMPBELL https://rumble.com/v71mjik-scriptures-and-wall-street-wallstreet-doesnt-care-about-your-your-health-wi.html http://biolongevitylabs.com PROMO CODE - CORTEZWM https://jaycampbell.com Lose weight and more with Plant Base Peptides http://getmeleanusa.com Silver and Gold https://cornerstoneassetmetals.com Fluoride Free Alkaline water : www.AmericaFirstWater.com The views and expressions used in Scriptures and Wallstreet are for educational & entertainment purposes only. All though Carlos Cortez Jr. is a registered financial adviser this is not financial advice. Any information taken from the scriptures and Wallstreet is strictly for educational and entertainment. If you would like to pursue a personalized financial plan please contact Cortez Wealth Management and schedule an appointment by going to cortezwm.com.

2024.06.19-07.25-stewpeters-667287ed92994

Carlos Cortez Jr.

Wealth Manager

Carlos Cortez is an inventor of solutions, of ideas and of plans. You know what they say, necessity is the mother of invention. Carlos looked around the financial landscape and saw five things that were missing. #1 People’s money wasn’t safe. #2 People weren’t getting consistent rates of return. #3 The financial world wasn’t transparent. #4 Investments were not being kept in America and were being used to fund foreign economies, like China. #5 People didn’t have access to fiduciaries who believed in God, country, and family. His solution: the America First Retirement Plan. Like all good inventions, it provides a simple solution for a complicated problem. Carlos is dedicated to a conservative political and financial outlook. He values relationships with his clients over money because his integrity is not for sale. His America First Retirement Plan works not only because it focuses on helping people focus on protecting the safety of their portfolios—it also helps people connect with their financial advisor on a political, emotional, and social level. If you don’t trust someone’s opinions on those aspects of life, why would you trust them with your money?

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