3 Simple Steps To Build A Triple Tax-Free Million Dollar Retirement with Greg Phelps
Entrepreneurs on Fire
John Lee Dumas
4.8 • 4.1K Ratings
🗓️ 21 August 2017
⏱️ 24 minutes
🧾️ Download transcript
Summary
Greg is a certified financial planner, investment advisor, and fiduciary. In 2005 he hated how wall street treated investors so much, he formed his own registered investment advisor firm. Over the last 22 years he's helped thousands of people define and achieve their financial goals and dreams.
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Transcript
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| 0:00.0 | What's shaking fire nation J L D here and welcome to episode 1765 of EO fire where I chat |
| 0:11.1 | with entrepreneurs on fire seven days a week goals equal success fire nation and with the |
| 0:18.8 | freedom journal you'll be accomplishing your number one goal in 100 days. |
| 0:24.6 | Alice chat with today's featured guest Greg Phelps. Greg are you prepared to ignite J L D |
| 0:31.5 | I am pumped and I am ready. Let's light it on fire. Greg is a certified financial planner |
| 0:36.8 | investment advisor and fiduciary in 2005. He hated how Wall Street treated investors so much. |
| 0:44.4 | He formed his own registered investment advisor firm and over the last 22 years he's helped |
| 0:50.0 | thousands of people define and achieve their financial goals and dreams. Greg take a minute |
| 0:56.1 | fill in some gaps from that intro and give us a little glimpse to your personal life. J L D |
| 1:01.1 | Well first I've got to say just thank you so much for having me on the show. Probably the |
| 1:05.7 | the biggest honor of my career so far so thank you. I would like to I guess just explain a little bit |
| 1:12.0 | my personal life. I am married to the most wonderful woman in the world who has the hardest job in |
| 1:16.4 | the world because she takes care of me and our twin 14 year old boys and we've got two lab |
| 1:21.1 | ridiculous running around and we live in Las Vegas. All of those things sound like the American |
| 1:26.0 | dream and one thing that I kind of want to move into Greg before maybe your dogs are given |
| 1:30.2 | in the background which by the way I love what's your area of expertise today. I mean we kind |
| 1:35.3 | of touched upon in the intro but where do you excel? You know as a certified financial planner |
| 1:41.2 | our practice is relatively broad I mean from taxes to investments to insurance it's very very |
| 1:47.4 | broad I would say that our specific focus or my specific focus is those that are you know kind of |
| 1:52.7 | towards that retirement transition mode that's probably where we focus the most where we can add |
| 1:57.0 | the most value and part of that I think is being a great educator which I have a huge passion for. |
| 2:02.0 | So what is something that we don't know in that area of expertise that as entrepreneurs we really |
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