Mid Year Tune Up & Reset

_{In this week's newsletter:}

• Latest Good News: I’m Hosting a Webinar With My Mentor—Join US!

• Education: Why Retirement Planning Must Include Taxes (video)

• Industry News: Quarter 2 Wrap-Up: A Look into the Markets

• Lifestyle Tips: Best Places to Visit Where the Dollar Is Strong

I’m Hosting a Webinar With My Mentor—Join Me!

Happy Winsday!

I pray you're doing well.

What time is it?👂🏽

GOOD NEWS TIME!!!🎉🎉

This week, I’m beyond excited to share an event that’s deeply meaningful to me because it’s led by someone who shaped my financial and entrepreneurial journey.

Join us for a free, 45 minute virtual webinar: “Tax Diversification and Retirement”, featuring Patrick Kelly, the National NY Times bestselling author whose guidance first ignited my passion for proactive, tax-smart retirement planning.

If you have’nt heard my personal story, After reading his book in 2010, I was so inspired that I wanted to share the info with everyone I knew. The person who gave me the book said “Jovan you are really passionate about this, you should get your license so you can share it yourself”

And the rest is history!!!! Now I want you to get it from one of the best sources just like i did!

In this session, Patrick will show you:

• Why families can be at risk of unexpected taxes in retirement

• Which income streams are most vulnerable and how to protect them

• Smart strategies to diversify tax liability, safeguarding your nest egg

I’ll be attending live and wouldn’t want you to miss it.

If you’ve ever wondered how to keep more of what you’ve worked so hard to build, this is the kind of insight that makes a real difference.

📅 Register here to save your spot and join us live:
https://taxdiversification.rsvpattend.com/tdr-1

Whether you're actively saving for retirement or already planning distributions, this webinar offers clear, simple guidance to protect your future.

Hope you can join me and ask your questions live—let’s continue growing, together!

📖Money Motives Education

***This Week***

 In this installment, we'll explore

“Why Retirement Planning Must Include Taxes”

In a world filled with negative headlines about economic struggles and market volatility, we focus on the positive aspects shaping our financial landscape.

"Money Motives" aims to change the narrative with fresh perspectives on money and investments.

Tune in every Wednesday for a new installment of Good News from the World of Finances. Grab your pen and notepad, and join us for some financial inspiration!

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Quarter 2 Wrap-Up: A Look into the Markets

From chaos to calm. How markets weathered Q2’s political storms and came out stronger.

After a shaky start to 2025, the second quarter reminded us of one key truth: markets can adapt quickly, even in the face of political pressure, tariff threats, and media noise.

To read the full Q2 Market Report, click the link below.

Best Places to Visit Where the Dollar Is Strong

Looking to make your travel budget go further this year?

Thanks to favorable exchange rates, there are incredible destinations where your U.S. dollar packs extra punch.

Whether you're dreaming of beaches, culture, or cuisine, these top spots offer more value and adventure for every penny.

Well thats it for this week, hope you found something valuable in this newsletter. Please share your Good News or anything you’d like me to include in our upcoming newsletter.

Please share with a friend and if you have any questions or comments just reply to this, it comes straight to me:-)

Have a blessed week till next time....

Kind Regards,

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