How to Fix Your Finances Before Procrastination Makes You Retire Broke with Robert Cannon

Robert CannonRobert Cannon is the Managing Director of Cannon Wealth Solutions, a team of Registered Investment Advisors who help their clients understand their finances and make sound investment decisions. The team at Cannon Wealth Solutions considers it the highest legal and ethical duty to represent clients’ best interests regarding their total asset portfolio management.

Robert has more than three decades of experience working with affluent investors, businesses, and hedge funds across the United States. He places a key focus on creating lifetime income plans for retirement. In doing so, he guides his clients through a very distinctive wealth management and investment process designed explicitly for financially successful individuals, couples, and families.

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Here’s a glimpse of what you’ll learn:

  • The big difference between Robert Cannon’s services and other investment advisors.
  • Why most financial advisors sell you short on the best investments — and how they do it.
  • How does Robert charge for his services, and how can he help you as a trusted advisor?
  • The different ways people set themselves up to struggle financially in the future
  • How Robert helps entrepreneurs
  • The mistakes people make with their taxes— and when you need to hire a CPA
  • The importance of managing your finances with the help of professionals

In this episode…

Retirement comes quickly. You can either save for it now, or risk retiring broke— or in debt— because of procrastination. Even worse, if you’re earning north of 100,000 dollars with retirement savings, you may get into trouble with the IRS when trying to do your taxes and make investment decisions by yourself. So how do you avoid getting into financial trouble and retiring broke?

Listen to this episode of Allan Rolnick’s Tax Resolution Ninja Show as he talks with Robert Cannon, Managing Director of Cannon Wealth Solutions, about starting your retirement savings now. Robert discusses how most big investment firms sell you short, how to avoid typical investment and tax mistakes, how to work with professionals to manage your wealth, and more. Stay tuned.

Resources Mentioned in this episode

Sponsor for this episode…

This episode is brought to you by TriState Tax Resolution LLC, a tax consulting firm based in New York City.

Founded by Allan Rolnick who has been a trusted tax professional since 1992, TriState Tax Resolution LLC helps their clients resolve debt issues with the IRS and provides tax planning services and resolution to all of their tax-related issues.

TriState Tax Resolution LLC provides a 3-step process for the various services they offer to help free their clients from their tax debt.

Visit their website at and book your free and confidential consultation with them today to find out how they can help you stop the IRS from knocking at your door.