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Radio Show: Tax Proof Your Nest Egg

Radio Show: Tax Proof Your Nest Egg

Saturday, August 17, 2019

Hosts Phil Cannella and Joann Small talk about the Red Zone Retirement formula, part two of the interview with Dallas Salisbury from Employee Benefit Research Institute (EBRI) and tax proofing your retirement nest egg. Their #1 goal is to increase your financial literacy and to help you Crash Proof your retirement with the proprietary Crash Proof Retirement System®.


Phil discussed what’s called the Retirement Red Zone, an important milestone as for those close to retirement. In football terminology, it’s the final 20 yards before reaching the end zone, and here is where the game can be won or lost.

The same goes for your retirement investment strategy. You’ve worked 80% of your life and what you do with the last 20 percent of your retirement nest egg can reverse – even wipe out your savings if you’re not careful. Crash Proof Retirement® developed an exclusive Red Zone Retirement formula to help you calculate what age your 20 percent begins.

It is here, that you want to focus on capital preservation for your retirement savings. The best thing you can do to protect your capital is to develop an exit strategy if you’re invested in the stock market. Why risk your hard-earned money on Wall Street’s volatility, especially if the market crashes?

When you Crash Proof your retirement nest egg, you are securing those funds should the market tank.

Tune in to learn more about the Retirement Red Zone.


Phil brought back special guest Dallas Salisbury, President and CEO of the Employee Benefit Research Institute (EBRI) for part 2 of this exclusive interview about skeptical stock market practices and how to prepare for a stock market crash.

Here’s some interesting information from Dallas Salisbury:

“There are always market crashes and they live on a regular cycle. It is the reason an individual needs to be prudent and always assume there’s going to be another market crash.  As a result, they need to make sure they have their emergency savings and significant emergency savings. If they’re buying at exactly the wrong time, how will they come out the other end? And, if they can’t be safe, then they shouldn’t do it,” said Salisbury.

This is an interview that cannot be missed!


Phil and Joann break down the three truths of tax proofing your retirement accounts:

  • The Internal Revenue Service is in control of your retirement accounts because income taxes can go up and lower your nest egg’s value.
  • Retirement years are all about income. That is the number one issue and people tend to forget that.
  • Tax proofing your IRAs and your retirement account. This essential for getting the maximum income.

Listen and learn more about these important principles.


Phil and Joann explain that a Crash Proof Retirement® plan takes about 20 to 40 hours because we are using  multi-financial guaranteed products. We’re tying your retirement goals to hundreds of provisions with five or six contracts. And, strategies can be switched up each year allowing flexibility to give you more market opportunities to adjust for market conditions, all without ongoing fees.

Therefore, 100% of your money is working for you 100% of the time. That is why we are a consumer-advocacy firm.

Don’t just take our word for it. Listen to these informative client testimonials who are glad they Crash Proofed their retirement nest egg https://crashproofretirement.com/crash-proof-retirement-events/.

Click here for an upcoming event in your area and don’t forget to RSVP https://crashproofretirement.com/crash-proof-retirement-events/ or call 1.800.722.9728 for more information.

Listen here for more details about our next Crash Proof Retirement® educational event.


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