“Rewards, cashback, that's a game, right? These credit card companies, they use that as a marketing tactic to give them business… Use that to your advantage, we get a lot of free money, but don't just turn around and give them that money back because you're paying a bunch of interest on that debt.” - Daniel Blue
In this episode of Tactical Friday, Daniel Blue goes back for more tactics to apply in creating your financial plan, particularly towards establishing a solid retirement blueprint. He advises the proper way to use credit cards to our advantage and how to make the most out of the existing retirement accounts.
Daniel is a regular contributor to Forbes.com and the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt, and use self-directed retirement accounts to invest in alternative assets. With over 10 years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances that lead to life-changing results. Under Daniel's leadership, Quest Education has reached the 7-figure mark two years in a row with a thousand customers throughout the United States. His story is unique in the sense he had a daughter when he was 19 years old and overcame an addiction to Oxycontin at 20 years old. Those two life-changing moments helped shape Daniel into becoming the man he is today.
[00:01 - 00:39] Opening Segment
[00:40 - 07:18] Steps to Take in Crafting Your Retirement Plan
[07:19 - 10:52] Beware of High Taxes and Penalties
[10:53 - 13:27] Closing Segment
Key Quote:
“Investments in the real estate space or the business lending space… A lot of the customers like these kinds of investments because, you know, they're fixed investments, they don't go up, they don't go down. There's just a fixed rate of return… [the] stock market is going up and down.” - Daniel Blue
Connect with Daniel
Check out his website to find out how he can help you access your retirement account penalty and tax-free.
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