Upcoming Webinars
Webinar Replays
Learn to Invest in Notes – A Better, Smarter, Safer Way!
Date: Tuesday, March 12, 2024 at 2:30 PM PST
Learn the ins-and-outs of investing Notes, secured by real estate, one of the most secure assets available.
Investing in Apartments via Private Placement
Recorded: March 5, 2024
Investing in real estate can be one of the best investments you can make. The challenges of investing in real estate can stop you before you even get started. With Private Placements, you can invest in real estate directly, but without all the associated difficulties. Join us for this educational webinar to learn how to invest in this potentially Better, Smarter, Safer Way!
2024 Market Outlook with Synergy Asset Management
Recorded: February 27, 2024
Synergy Asset Management’s CIO, Joe Maas, provides a comprehensive overview of our investment counsel’s capital market assumptions, covering both current trends and future projections for the 2024 Stock Market updates.
How to Avoid Running Out of Money In Retirement (Interview Part 3)
First Aired: January 31, 2023
A Fiduciary Financial Advisor provides insight into the subject of running out of money in retirement and how you can avoid this nightmare. This is Part 3 of a two-hour long interview that Paul J Paquin, the CEO at Golden Financial Services, had with Randy Luebke, the Independent Fiduciary Financial Advisor.
You’ve saved all of your life and are just about a millionaire, but now you’re retired and need the money to last the rest of your life and your family’s life, and you also want to leave wealth for your kids and continue growing it for eternity. Should you be scared to spend the money, especially with inflation soaring? What do you do during a down market, just keep spending it? Should you continue withdrawing 4-5% per year? What happens if 4-5% won’t cover your expenses and allow you to live comfortably in retirement? These questions and more will all be addressed in this interview with Randy Luebke.
Double Your Money Fast – Two Proven Methods (Interview Part 2)
First Aired: January 23, 2023
Fiduciary Financial Advisor–Randy Luebke–Explains How to Double Your Money With Stocks and Bonds. Two ways make doubling and even tripling your investment easy to accomplish and all within your lifetime! You won’t learn about this in high school, and probably not even in college. And don’t worry, we’re not about to talk about scams, gimmicks, or anything like that; fundamentally solid information from a financial advisor and one you normally have to pay to hear from is what you can expect!
Is Now a Good Time to Invest in Stocks and Bonds? (Interview Part 1)
First Aired: January 11, 2023
Find out if Now is a Good Time to Buy Stocks as of 2023 by Randy Luebke, a licensed Fiduciary Financial Advisor. Learn about some of the best investments and how to buy them for 2023. Get a simple, straightforward plan for anybody, including a beginner investor, to make money in 2023. Learn the financial planning fundamentals about investing in stocks and bonds, advice Mr. Luebke normally charges to give.
The Truth About Retirement Savings Plans: What Employees, Just Like You, Need to Know Now
Recorded: September 1, 2022
If you are an employee, watch this 1-hour webinar to get objective and educational information about Retirement Savings Plans (RSP’s). There are a lot of misunderstandings about RSP’s. Let us help you fully understand RSP’s so you can make the best choices when it comes to your retirement decisions.
The Truth About Retirement Savings Plans: What You Need to Know Now (for Professionals)
Recorded: April 2022
What you and your clients need to know now. Watch our 36-minute webinar to learn more.
Life After Work: How to Create a Less Stressful and More Fulfilling Life in Retirement, at Any Age
Recorded: March 18, 2022
Retirement Income Webinar for Pre-Retirees
Whether you plan to stop work all at once, or ease into retirement by working part-time, at some point you will need to arrange for multiple sources of income to replace your paycheck. What do you need to think about as you transition from work life to retired life? Where will your income come from? How can you make it last?
1-Hour to Cybersecurity: 10 Threats Every Person and Business Faces – And How to Fight Them Now, 2021
Recorded: August 26, 2021
Data breaches, computer hacks, phishing, and more. Identity theft is one of the fastest growing crimes. Learn the top ten tactics used by fraudsters and the ways you can protect yourself, your family, your clients, and your business today.
This one-hour workshop will acquaint individuals and business owners, as well as CPAs, attorneys, and other professionals with cybersecurity principles designed to stop the most common cybersecurity threats. CPAs may earn up to one hour of CPE credit for attending this educational presentation.
Real Estate Investing in the “OZ” for Tax Savings and Good Returns
Recorded: July 29, 2021
Opportunity Zones (OZ) have been created throughout the entire United States. Investing in real estate in the OZ can provide you with tremendous tax benefits as well as investment returns.
Savvy Social Security Planning Workshop for Professionals
What CPAs, Attorneys, and Other Professionals Need to Know About Claiming Strategies
Recorded: July 15, 2021
Social Security can be far more complicated than people realize. The decisions your clients make now can have a tremendous impact on the total amount of benefits they receive over their lifetime.
This one-hour workshop will acquaint CPAs and attorneys with rules and strategies for claiming Social Security benefits. An emphasis will be placed on coordinating the various types of benefits (retirement, spousal, and survivor) in order to maximize benefits over a client’s lifetime.
The Delaware Statutory Trust with Joe Maas of Synergy Financial Management
Recorded: June 16, 2021
Join us for this interactive webinar to learn about Delaware Statutory Trusts (DST). Joe Maas, President of Synergy Financial, will provide a high-level overview of how DST’s work and why they can be a great investment in real estate.
Is a Captive Insurance Company a Good Fit for Your Business?
Recorded: June 15, 2021
All businesses have uninsured risks. Join us during this 45-minute webinar and learn how a micro-captive insurance company uses pre-tax dollars to insurance business risk in a very low cost-effective way. Find out if your business is ready for a micro-captive insurance plan.
The Year In Review and a Look Ahead: Six Planning Ideas for 2021 and Beyond
Recorded: March 18, 2021
There are specific actions to consider in the coming year. For example, recent legislation such as the SECURE Act and Tax Cuts and Jobs Act will impact planning this year and next.
Join us for this webinar, which will cover:
- 5 financial themes and lessons from 2020
- Market and economic predictions for 2021
- 6 planning ideas you need to be aware of this year
- The importance of a “three-legged stool” portfolio
- Tax and estate planning strategies you need to know
Stop Your 401(k) from Turning Into a 201(k)
Recorded: May 12, 2020
It is always wise to have a well-diversified portfolio, but it is even more imperative in uncertain times like these. Join us on this webinar as we discuss powerful options to fortify your investments so you can continue to grow your wealth now and into the future.
In This Webinar We’ll Discuss:
- The Perfect Investment – Does it Exist?
- Commercial Real Estate as an Investment Alternative
- Adding Safety, Security, & Stability to your Investment Portfolio
Saving Taxes in Retirement
Recorded: June 4, 2020
Which Statement Do You Believe To Be True?
Taxes in the future will be lower than they are today.
Taxes in the future will be higher than they are today
In This Webinar We Discuss:
- Lowering Federal Income Taxes Today and Forever
- Lowering Your Social Security Benefit Taxation
- Lowering Your Medicare Premiums
How To Access & Utilize SBA COVID Cash Stimulus Funds
On this Webinar, Lance & Randy interview an SBA lending consultant, Naomi Pennion, on how you can access and utilize the $2 Trillion stimulus package as a real estate investor, business owner, or independent contractor.
The 2019 SECURE Act Webinar
Recorded: March 5, 2020
Will It Impact Your Retirement?
Learn What You Can Do About It Now
In This Webinar You Will Learn About:
The 3 New and Distinct Groups of Beneficiaries
The Post-Death Distribution Rules for Stretch IRAs, 401(k)s and Other Retirement Accounts
A New Category of Beneficiary that is EXEMPT from the New Rule Changes
The Benefits of Partial Roth Conversions
This webinar is going to help you to decide if a Roth conversion is a smart decision for you. It’s going to help you to understand the benefits and the downsides of making a conversion.
Randy Luebke
President, Lifeimte Paradigm, Inc.
Randy is a Registered Financial Consultant and an Independent Fiduciary Investment Advisor. Working mainly with successful business owners, real estate investors, CPA’s and attorneys, Randy’s firm provides them with their unique and proprietary real estate-integrated and self-directed financial planning system called, The 4×4 Financial Independence Plan ˢᵐ.
“I have been helping my clients with their finances for over 30 years, and what I’ve found is that all of my best clients have one thing in common. That is, every single day they struggle because they want more. Not because they’re greedy. They just want more time and more money, to do more of the things they really enjoy. They want to spend more time with the people they love and give more money to the causes they care about most. They struggle because they want less stress and more fulfillment in their busy lives and, frankly, who doesn’t?
Essentially, I’m no different. I’ve been an independent entrepreneur for most of my adult life and, over the years, I’ve been fortunate to have learned a lot through both my personal experiences as well as my professional training. So now, I teach my clients how to do the things that have helped me to improve my life, so I can help them to improve theirs.”
— Randy Luebke
