Accessibility Statement Skip Navigation
  • Why PRWeb
  • How It Works
  • Who Uses It
  • Pricing
  • Login
  • GDPR
  • Create a Free Account
Return to PRWeb homepage
  • News
  • Resources
  • Contact
When typing in this field, a list of search results will appear and be automatically updated as you type.

Searching for your content...

No results found. Please change your search terms and try again.
  • News in Focus
      • Browse News Releases

      • All News Releases
      • Multimedia Gallery

      • All Multimedia
      • All Photos
      • All Videos
  • Business & Money
      • Auto & Transportation

      • Aerospace, Defense
      • Air Freight
      • Airlines & Aviation
      • Automotive
      • Maritime & Shipbuilding
      • Railroads and Intermodal Transportation
      • Supply Chain/Logistics
      • Transportation, Trucking & Railroad
      • Travel
      • Trucking and Road Transportation
      • View All Auto & Transportation

      • Business Technology

      • Blockchain
      • Broadcast Tech
      • Computer & Electronics
      • Computer Hardware
      • Computer Software
      • Data Analytics
      • Electronic Commerce
      • Electronic Components
      • Electronic Design Automation
      • Financial Technology
      • High Tech Security
      • Internet Technology
      • Nanotechnology
      • Networks
      • Peripherals
      • Semiconductors
      • View All Business Technology

      • Entertain­ment & Media

      • Advertising
      • Art
      • Books
      • Entertainment
      • Film and Motion Picture
      • Magazines
      • Music
      • Publishing & Information Services
      • Radio & Podcast
      • Television
      • View All Entertain­ment & Media

      • Financial Services & Investing

      • Accounting News & Issues
      • Acquisitions, Mergers and Takeovers
      • Banking & Financial Services
      • Bankruptcy
      • Bond & Stock Ratings
      • Conference Call Announcements
      • Contracts
      • Cryptocurrency
      • Dividends
      • Earnings
      • Earnings Forecasts & Projections
      • Financing Agreements
      • Insurance
      • Investments Opinions
      • Joint Ventures
      • Mutual Funds
      • Private Placement
      • Real Estate
      • Restructuring & Recapitalization
      • Sales Reports
      • Shareholder Activism
      • Shareholder Meetings
      • Stock Offering
      • Stock Split
      • Venture Capital
      • View All Financial Services & Investing

      • General Business

      • Awards
      • Commercial Real Estate
      • Corporate Expansion
      • Earnings
      • Environmental, Social and Governance (ESG)
      • Human Resource & Workforce Management
      • Licensing
      • New Products & Services
      • Obituaries
      • Outsourcing Businesses
      • Overseas Real Estate (non-US)
      • Personnel Announcements
      • Real Estate Transactions
      • Residential Real Estate
      • Small Business Services
      • Socially Responsible Investing
      • Surveys, Polls and Research
      • Trade Show News
      • View All General Business

  • Science & Tech
      • Consumer Technology

      • Artificial Intelligence
      • Blockchain
      • Cloud Computing/Internet of Things
      • Computer Electronics
      • Computer Hardware
      • Computer Software
      • Consumer Electronics
      • Cryptocurrency
      • Data Analytics
      • Electronic Commerce
      • Electronic Gaming
      • Financial Technology
      • Mobile Entertainment
      • Multimedia & Internet
      • Peripherals
      • Social Media
      • STEM (Science, Tech, Engineering, Math)
      • Supply Chain/Logistics
      • Wireless Communications
      • View All Consumer Technology

      • Energy & Natural Resources

      • Alternative Energies
      • Chemical
      • Electrical Utilities
      • Gas
      • General Manufacturing
      • Mining
      • Mining & Metals
      • Oil & Energy
      • Oil and Gas Discoveries
      • Utilities
      • Water Utilities
      • View All Energy & Natural Resources

      • Environ­ment

      • Conservation & Recycling
      • Environmental Issues
      • Environmental Policy
      • Environmental Products & Services
      • Green Technology
      • Natural Disasters
      • View All Environ­ment

      • Heavy Industry & Manufacturing

      • Aerospace & Defense
      • Agriculture
      • Chemical
      • Construction & Building
      • General Manufacturing
      • HVAC (Heating, Ventilation and Air-Conditioning)
      • Machinery
      • Machine Tools, Metalworking and Metallurgy
      • Mining
      • Mining & Metals
      • Paper, Forest Products & Containers
      • Precious Metals
      • Textiles
      • Tobacco
      • View All Heavy Industry & Manufacturing

      • Telecomm­unications

      • Carriers and Services
      • Mobile Entertainment
      • Networks
      • Peripherals
      • Telecommunications Equipment
      • Telecommunications Industry
      • VoIP (Voice over Internet Protocol)
      • Wireless Communications
      • View All Telecomm­unications

  • Lifestyle & Health
      • Consumer Products & Retail

      • Animals & Pets
      • Beers, Wines and Spirits
      • Beverages
      • Bridal Services
      • Cannabis
      • Cosmetics and Personal Care
      • Fashion
      • Food & Beverages
      • Furniture and Furnishings
      • Home Improvement
      • Household, Consumer & Cosmetics
      • Household Products
      • Jewelry
      • Non-Alcoholic Beverages
      • Office Products
      • Organic Food
      • Product Recalls
      • Restaurants
      • Retail
      • Supermarkets
      • Toys
      • View All Consumer Products & Retail

      • Entertain­ment & Media

      • Advertising
      • Art
      • Books
      • Entertainment
      • Film and Motion Picture
      • Magazines
      • Music
      • Publishing & Information Services
      • Radio & Podcast
      • Television
      • View All Entertain­ment & Media

      • Health

      • Biometrics
      • Biotechnology
      • Clinical Trials & Medical Discoveries
      • Dentistry
      • FDA Approval
      • Fitness/Wellness
      • Health Care & Hospitals
      • Health Insurance
      • Infection Control
      • International Medical Approval
      • Medical Equipment
      • Medical Pharmaceuticals
      • Mental Health
      • Pharmaceuticals
      • Supplementary Medicine
      • View All Health

      • Sports

      • General Sports
      • Outdoors, Camping & Hiking
      • Sporting Events
      • Sports Equipment & Accessories
      • View All Sports

      • Travel

      • Amusement Parks and Tourist Attractions
      • Gambling & Casinos
      • Hotels and Resorts
      • Leisure & Tourism
      • Outdoors, Camping & Hiking
      • Passenger Aviation
      • Travel Industry
      • View All Travel

  • Policy & Public Interest
      • Policy & Public Interest

      • Advocacy Group Opinion
      • Animal Welfare
      • Congressional & Presidential Campaigns
      • Corporate Social Responsibility
      • Domestic Policy
      • Economic News, Trends, Analysis
      • Education
      • Environmental
      • European Government
      • FDA Approval
      • Federal and State Legislation
      • Federal Executive Branch & Agency
      • Foreign Policy & International Affairs
      • Homeland Security
      • Labor & Union
      • Legal Issues
      • Natural Disasters
      • Not For Profit
      • Patent Law
      • Public Safety
      • Trade Policy
      • U.S. State Policy
      • View All Policy & Public Interest

  • People & Culture
      • People & Culture

      • Aboriginal, First Nations & Native American
      • African American
      • Asian American
      • Children
      • Diversity, Equity & Inclusion
      • Hispanic
      • Lesbian, Gay & Bisexual
      • Men's Interest
      • People with Disabilities
      • Religion
      • Senior Citizens
      • Veterans
      • Women
      • View All People & Culture

  • Hamburger menu
  • Cision PRWeb provides efficient communication tools to continuously engage with target audiences across multiple online channels
  • Create a Free Account
    • ALL CONTACT INFO
    • Contact Us


      11AM ET Sunday – 8PM ET Friday

  • Send a Release
  • Sign up
  • Log in
  • Resources
  • RSS
  • GDPR
  • News in Focus
    • Browse All News
    • Multimedia Gallery
  • Business & Money
    • Auto & Transportation
    • Business Technology
    • Entertain­ment & Media
    • Financial Services & Investing
    • General Business
  • Science & Tech
    • Consumer Technology
    • Energy & Natural Resources
    • Environ­ment
    • Heavy Industry & Manufacturing
    • Telecomm­unications
  • Lifestyle & Health
    • Consumer Products & Retail
    • Entertain­ment & Media
    • Health
    • Sports
    • Travel
  • Policy & Public Interest
  • People & Culture
    • People & Culture
  • Send a Release
  • Sign up
  • Log in
  • Resources
  • RSS
  • GDPR
  • Send a Release
  • Sign up
  • Log in
  • Resources
  • RSS
  • GDPR
  • Send a Release
  • Sign up
  • Log in
  • Resources
  • RSS
  • GDPR

Tax and Retirement Specialists Barry H Spencer and Scott Noble Provide Insights To A More Abundant Retirement
  • USA - English


News provided by

Barry Spencer

Mar 05, 2015, 13:00 ET

Share this article

Share toX

Share this article

Share toX

Atlanta, Georgia (PRWEB) March 05, 2015 -- Barry H Spencer and Scott Noble, authors, financial educators, tax reduction and retirement planning specialists who work with millionaire individuals, couples, and families, will be sharing time tested tax reduction strategies at their special briefing in March. They will share proven methods for decreasing taxes on retirement money and increasing the predictability of retirement income.

Spencer and Noble, the creators of The Wealth With No Regrets® Retirement Planning Process and http://www.specialbriefing.com, find that while many individuals and couples have been successful at accumulating wealth, they often fail to protect, preserve, and pass on their wealth efficiently.

According to Spencer and Noble, “We show retirees and soon-to-be retirees how to identify tax deductions they didn’t even know were available to them; and as result, we show them how to finish abundantly - having more income and the ability to pass on more wealth to family and causes that matter to them. First, we show them the biggest obstacles standing in their way of a more abundant retirement. Then we identify the biggest hidden opportunities that allow them to do more of what matters most to them now.”

They believe strongly that the financial and estate planning industries are the ones to blame for individuals, couples, and families not accessing more of the opportunities that apply in their particular situations. Not all situations are created equal, and every retirement lifestyle and legacy is unique and personal. They find that most retirees and soon-to-be-retirees are frustrated with the advice available by the “professionals” whom they look to for advice about their tax saving and income enhancing opportunities.

Spencer and Noble recommend that proper planning is done with a custom-tailored approach, where each situation is given strategies that fit the specific goals and needs of the particular situation. They continue to suggest that solutions are best discovered through a proven process that delivers a highly relational planning experience.

In their experience, it is vitally important to not start with solutions or even goals, as the majority of the financial and estate-planning industry does. Rather, they suggest starting with enhanced clarity about the future, which is the idea of Beginning With The End In Mind, a Steven Covey principle from The 7 Habits of Highly Effective People. They go on to add that this is not done in the industry. The closest the industry gets to doing this is by talking about goals, which is a just a by-product of having a clear wealth picture of the future that is based on a personalized vision and priorities.

“People accumulate wealth over their career in a number of ways including disciplined saving, hard work, being in the right place at the right time, getting a big payday, and frugal living; therefore, they should keep as much of what they have earned for what they want to do and when they want to do it. To pay too much in tax, to live with a retirement lifestyle less than they hoped, or not being able to give to the people and causes that matter to them is like being on the 1-yard line of a football game, with four downs and a three man advantage, then walking off the field with time still left on the clock,” says Spencer.

Noble adds, “Retirees can - in most situations - have more income, give more to family, and benefit causes that matter to them deeply beyond what they’ve been told is possible. But it’s a highly relational, proven process, that gets beyond the asset values on the balance sheet, that allows people to use the opportunities available to them and overcome the obstacles that are holding them back from enjoying the hard-earned wealth they’ve accumulated.”

They emphasize that it is the financial and estate-planning industries that are educating professionals in the wrong way about accessing solutions and strategies that will benefit the wealthy. The financial and estate-planning industries continue to train in old methods of a generation ago when times were less complex than they are today.

One piece of evidence of the increased complexity is the number of words in the tax code that has tripled in the last thirty years. This is in addition to now the more than thirty-seven thresholds in the tax code that taxpayer’s must navigate to minimize the taxes on their income.

“As people work they create a lifestyle that they are comfortable with and save money so that one day they have enough set aside in a "freedom fund" that is secure, allowing them to not work because they have to, but because they want to, or they can choose to not work at all. Yet uncertainties are holding people back, even though in most cases there is a capacity to enjoy a retirement of doing what they want, when they want, with the people they want to do things with,” says Spencer.

Spencer and Noble’s fast-paced, easy to understand, educational briefing includes the five most common dangers that hold people back from enjoying a more comfortable and confident retirement. They also share a real case study of a couple who thought they had done all they could do to pay less in taxes and have more income in retirement but were missing opportunities because they had never been exposed to the integrated solutions that would allow them to do more with their wealth.

Find out more about how you can benefit from their tax reduction and retirement income briefing at: http://www.specialbriefing.com

Barry H Spencer and Scott Noble, CPA/PFS, are recognized authors, financial educators, consultants, wealth and tax reduction planning specialists who have been heard on radio including WAFS biz1190 and 680 WCBM, with books that include, The Secret of Wealth With No Regrets, Giving Transforms You!, and The Serving Leader. They are passionate about educating wealthy business owners, executives, and women on their own with wealth about the opportunities available to reduce taxes legally in order to enjoy more lifestyle freedom and security now, and in retirement.

Barry Spencer, Barry Spencer, http://www.donormotivationgeorgia.com, +1 (678) 278-9632, [email protected]

Modal title

Contact PRWeb

  • 11AM ET Sunday – 8PM ET Friday
  • Contact Us

About PRWeb

  • About PRWeb
  • Partners
  • Partnership Programs
  • Editorial Guidelines
  • Resources

Why PRWeb

  • Why PRWeb
  • How It Works
  • Who Uses It
  • Pricing

Accounts

  • Create a Free Account
  • Log in
  • Contact Us

Do not sell or share my personal information:

  • Submit via [email protected] 
  • Call Privacy toll-free: 877-297-8921

Contact Cision

Products

About

My Services
  • All News Releases
  • Online Member Center
  • ProfNet
Cision Distribution Helpline
888-776-0942
  • Legal
  • Site Map
  • RSS
  • Cookie Settings
Copyright © 2025 Cision US Inc.