Rosie Poliquin - Wealth Money Mindset

08/04/2024

I'm excited to announce the launch of a new website! Here you will find retirement planning solutions that match your goals. Achieve greater financial security with the confidence that your balances will not lose during a down market.

It's time to retire old non-performing 401k's and other tax deferred accounts.

If you have an old Annuity and want to see what the new rates are offering, it may be time to "Refi" to a better rate.

Check out the available options today!

My name is Rosie Poliquin, a licensed insurance agent with years of experience in bringing you the most suitable options available. My goal is to find the right annuity for you now, so you can worry less about your retirement. Explore best annuity options today!

07/11/2024

Learning from one of the best in the industry.

Business mindset mastery with Brad Lea 🚀

07/06/2024

Every business owner needs a mentor and a coach. I’m so grateful to be in a business that attracts giants into our industry.

In person and on zoom with this guy next week. Can’t wait!! 🔥🔥🔥🔥

Text 408-607-9340 if you’d like to join us.

06/22/2024

If you’re ready to make a difference in your career and lifestyle, I invite you to check out what GFI has to offer.

Connect with me for more information📱📞📲☎️

06/03/2024

If you are curious about GFI but haven’t had time to ask me about it, check out tonight’s webinar with guest speaker and business partner Andy Elliot.

If you’re an entrepreneur in sales you should already know who this guy is. If you don’t, you’re in for a real power lift of your mindset. Get ready because Andy is intense💥💥💥

Join me tonight on this power packed webinar. Reply Zoom and I’ll send you the meeting ID.

Big Success!!

Rosie

05/27/2024

05/26/2024

Cherish those who care about you ✨✨

04/06/2024

Making Moves 🚨 Offboarding in process at
eXp Realty

11/18/2023

Just like this headline says, an Annuity is the one of the best way to turn your 401k into a pension.

More specifically, the Fixed indexed Annuity offers guarantees, protection from market drops, high rates of return, and a pension-like income that will last for the rest of your life.

You’ll have peace of mind knowing that you will not outlive your money and it will not be exposed to the market.

Plus, our plans offer BONUS MONEY 🤑💰🤑 added to your balance.

Want to see if your account could qualify to be rolled over?

DM for more info or text 408-607-9340.

Over the past 40 years, 401(k)s have supplanted pensions. Now some asset managers are trying to make these retirement savings plans act more like pensions.

08/23/2023

House tour?

Yes, please.

It’s like an F. Scott Fitzgerald novel come to life.

08/16/2023

In California all real estate agents have been sent several warnings this year about scammers going after vacant land and homes.

The fake homeowners contact real estate agents to sell their properties. The home goes on the market and the home sells without the real owner ever knowing what’s going on with their property.

This was almost the case with my neighbor. As soon as I found out his land was posted on the market for sale, I immediately contacted him. He couldn’t believe it. After a quick call to an attorney at the CA Department of Real Estate, I was able to point my neighbor in the right direction. A couple calls later, he was able to get things in motion to stop the sale which included filing a police report.

He’s going to be okay and I’m glad we got this handled within minutes. And now there is a process in place to stop these scammers.

I sure hope this scam doesn’t start for the homeowners on Maui. I pray the district attorney puts a stop to all burned homes and lots from being sold. Otherwise, it would be one devastation on top of another.

Island residents said they have seen people stealing gas from tanks and have gotten calls from real estate investors looking to buy their property.

08/09/2023

🚨🚨🚨 Vacant Property and Land Owners 🚨🚨🚨

Be on the lookout for recent real estate scams going on in California. Scammers are pretending to be the property owners. They sign listing agreements with unsuspecting real estate agents who then put the property on the market for sale.

Be very careful. If you suspect your property is being sold contact the title company or the local police.

08/02/2023

Hi Everyone!! So here is the podcast I did last week. Check out my personal story about loss, suddenly being a widow, and learning how to navigate finances after the loss of a spouse.

I hope my story inspires you to take a look at where you are with securing your family’s financial future. Let me help you fill the gaps with guaranteed financial protection.

For those who have recently experienced a loss, consider reaching out to Traci for support. She’s amazing!

Wishing you peace, light, and prosperity. ✨🦋😇

Like 👍 and share this post.

In this thought-provoking interview, Traci Arieli, an end-of-life doula and founder of Comforting Closure, sits down with Rosie Poliquin from Pinnacle Elite/...

07/14/2023

We are now offering home security systems and more!

Discounts and specials available.
📲 DM for info

07/10/2023

An interesting read for and

With slab foundations you just have to remember to never ever cut into the slab as it will ruin the structural integrity. Especially never cut the rebar.

With crawl space there will always be updates needed with older homes. Don’t fear foundation costs when buying a home, it’s just part of the maintenance.

Which foundation type do you prefer?

A strong foundation is essential to the safety and longevity of any home. In most cases, the type of foundation contractors use will depend on the style of the home and the geographic location. Two of the most common types are slab foundations and crawl space foundations.

07/02/2023

Saturday July 1st was Bobby Bonilla Day. Check out the video to learn why it’s so special 👇👇👇👇

Here’s an example (major league baseball size) of what an Annuity does for your retirement. My favorite is a Fixed Indexed Annuity because it’s guaranteed to never lose money.

Unlike Bobby Bonilla’s contract that ends on 2035, the FIA will last for the rest of your life.

Want to see what your retirement savings will look like in this type of plan?
DM for info.

https://www.espn.com/video/clip?id=34169011

06/28/2023

You are invited 🌈🏳️‍⚧️ Join our special presentation that addresses the needs of the LGBTQ community.

Tonight only!! Text or DM your name and email to get the zoom link.

06/23/2023

I’m so proud to be a part of this organization!!! We are teaching middle America what the wealthy know about money, because everyone deserves a financial education, not just the few.

06/05/2023

I'm so happy for my sellers on getting multiple offers on their home. They accepted an offer within a week of getting it on the market!!

Are you thinking of selling? Let me and my team get your home ready. They'll consult with you on everything to know like capital gains taxes, net proceeds, home care, mortgage protection, insurance and more.

Contact me at 408-607-9340 to schedule an appointment.

05/26/2023

🚨 📣Attention Homebuyers. Be sure to stop by my OPEN HOUSE SAT & SUN 1-4PM 🏡

Free info on finances, loans and incentives.

Hello Hollister! This home has what you are looking for in a great location. The welcoming family room includes lots of space for relaxing and entertaining. Sit next to your showpiece of a fireplace or at the breakfast bar while working from home. Home includes plank-style flooring, elegant window c...

05/02/2023

📣📣 ATTENTION REAL ESTATE INVESTORS AND BUSINESS OWNERS 🗣🗣

Watch this! Learn how to reduce your SEP TAX by changing from an LLC to an S-CORP.

Then let my team and I show you how you could make your salary and your key employee's salary a 💯 TAX DEDUCTION/WRITE-OFF. 😲

LLC:
Net Income $100k
Fed & State Tax $30,000
SEP TAX $15,300

S-CORP:
Net Income $100k
Net Income Salary $30,000
SEP TAX $4,590

To schedule a free consultation and learn how this could work for you comment below or contact me at 408-607-9340.

TODAY on Tax-Free Living, Carter goes over his most controversial opinion yet....your LLC is making you lose up to TENS OF THOUSANDS every year simply becaus...

03/30/2023

Why you need a TRUST and not just a WILL. 📜📝

Check out my estate attorney's video on the Knives Out movie as he explains the case for Marta.

If you need estate advice, contact me to schedule an appointment with Intervivos and receive my discount.

To make an amazing estate plan today visit:https://www.becauselifeplan.com/youtube.htmlUse promo code deathandtaxesKnives Out is one of the best whodunnits t...

03/03/2023

Understanding the bigger picture in the real estate market can lead to better decision making.

The national outlook may be glum, but the local market is bright skies and sunshine.

Need help understanding your home’s current value? DM for info or contact me at 408-607-9340.

02/21/2023

Here’s a common article written about capital gains taxes. What you rarely find written about are the other 3 ways to avoid, offset or defer the gains on your primary residence.

That’s because most real estate agents are not educated in these strategies. Not their fault, there are no attorneys or CPA’s that show up in our offices to share how these plans can benefit homeowners and their families for generations.

When I first learned about these plans, I immediately thought of my mom and my friend’s parents who will soon be needing to downsize. The fear of selling a home because of the high tax often holds people back from moving closer to their grandchildren.

I’m offering free education to homeowners and their families to learn about the legal strategies available to save money.

Want to know how you can reduce or eliminate your liability when selling a home?

DM to get on my calendar for a 20 minute zoom chat or type INFO in the comments below 👇 and I’ll reach out to you.

Learn how the newest tax laws apply to the proceeds you earn.

02/17/2023

Open House Alert 🚨 Saturday 2/18 @ 12-3PM

The real estate market is making moves this week. If you are looking for your next home, stop by on Saturday. Our loan agent will be on-site to help guide you through today's rates.

I'll guide you through the property and answer any questions you have about market conditions and strategic negotiations.

Receive valuable financial information to help you from the start to beyond getting the keys to your new home.

See you there!