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Ways to Help Navigate Tax Challenges and Roadblocks and Help Minimize Unnecessary Expenses


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Through this video course you will learn:

Insightful strategies to use exemptions, exclusions, deductions and credits to help reduce your tax bill.


Discover ways to manage your IRA, 401k, and other retirement plans.


Strategies to help minimize the amount of taxes you owe on your Social Security benefits.


A common strategy for potentially creating tax-free income from your taxable investments.


Understanding the Roth IRA conversion and why it could potentially save you thousands in taxes.


And much, much more!


Course Breakdown

3 Videos that will help you minimize your taxes, and maximize your own savings

Video 1

Your Tax Planning Optimization Course

Video 2

Overcoming Common Tax Planning Myths

Video 3
Tax Planning Optimization Case Studies

About the Advisor

Joe Casey, RFC
Co-Founder / Chief Financial Consultant

Joe Casey is founder and president of Casey Wealth Consultants. Joe’s investment discipline is to help his clients protect their assets, take income and grow their nest egg in the most efficient way. Joe’s areas of focus include: Retirement Income Strategies for lifetime paychecks, Social Security Optimization to help clients get the most monthly benefits, Wealth Preservation to protect what clients have spent a lifetime accumulating, Comprehensive Wealth Management that is designed for low volatility avoiding the major shifts in the market, Tax Planning Strategies that reduce and/or eliminate taxes, Health Planning Strategies that helps protect assets from a Long Term Care event, and Legacy Planning Strategies to efficiently transfer assets to the next generation. Joe and his team have helped hundreds of individuals retire using fundamental principles through The Fast Track Retirement Process.

After earning his theology degree from Valor Christian College, Joe went on to complete post-graduate work at Kaplan University where he earned a business degree. He is a Registered Financial Consultant (RFC) with the International Association of Registered Financial Consultants which required coursework in a broad range of financial subjects. He is a licensed Insurance Professional and Investment Advisor Representative.

Away from work, Joe is an active member of his local church and assists in many community outreach programs. In 2002, Joe married the love of his life Candice Casey and together they have two sons Will and Ben Casey. Joe & Candice work alongside each other providing the perfect husband and wife team. With their combined experience and varied skills, Joe and Candice Casey form a versatile team capable of providing the personalized, comprehensive, services retirees and pre-retirees need in order to achieve financial independence.
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