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What is more important in building wealth – reducing costs or seeking a higher rate of return? In this presentation, Todd uses the Truth Concepts Maximum Potential calculator in this show-and-tell presentation to demonstrate:

  • how an investor’s full capability is impacted by taxes, debt service, lifestyle and inflation.
  • the problem with taking on more risk to earn more
  • the importance of saving more vs. chasing higher (and riskier) returns.

Note that Maximum Potential also has the capability to adjust for inflation. (Todd chose not to in this example for simplicity’s sake.)

Steps for the First Truth Concepts Meeting with a Client

Maximum Potential Calculator