FREE TRAINING - SAVE $$ FROM THE IRS: Tuesday July 15th @ 1pm EDT, 11am MDT

ATTENTION HIGH ACHIEVERS - STOP GIVING YOUR MONEY TO THE IRS

TAX SAVINGS SECRETS - LEARN HOW TO LEGALLY AND ETHICALLY AVOID TAXES AT RETIREMENT

How To Avoid The 5 Financial Mistakes High Achievers Make When Planning For Retirement

If you’re making $100K+ a year and are still following traditional financial planning advice, you could be leaving Hundreds Of Thousands on the table when you reach retirement.

We’ll show you how to make your money work smarter, not harder, so you can keep more of it when you reach retirement, and keep all your government benefits too!

When: Tuesday July 15th @ 1pm EDT, 11am MDT

Join Financial Experts, John Dwyer and Kelly O'Connor in this revolutionary masterclass, with over 40 years experience combined, you're going to want to hear what they have to say.

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PROVEN

Taxes are the biggest legal scam out there… unless you know how to play the game.

We can show you how to keep more of the money you make (legally), so you can prepare for retirement, without the IRS pounding on your door.

SEE WHAT OUR CLIENTS ARE SAYING:

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"Kelly was excellent to work with. His different approach at looking at money was an eye opener to us. We will continue to work with Kelly in the future and highly recommend having Kelly involved when it comes to investing.”


— Greg Peterson, Founding Partner

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"Kelly has exceeded all of my expectations. He provided education, experience, excellence and integrity! This is so important when working with a client's personal finances. As a school educator I appreciate his focus on education so that I could make the most informed financial decisions. I have a much clearer understanding of banking, finance, and investment now, and this will help my family currently and in the years to come. Thank you Kelly and kudos to the Mountain Financial team!”


— Edward Hilton

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WHO IS THIS WEBINAR FOR?

You're Part of the Top 10% of Wage Earners (saving for retirement)

You're preparing for retirement, but unaware of Post-Retirement Tax Strategy.

You want to not only save and accumulate cash, but also be able to USE it while you're young.

You’ve got a 401(k) or IRA (amazing) but aren't aware of the "worst debt Imaginable".

You want to know how the wealthy legally and ethically get around taxes the middle class has to pay.

In just 60 minutes,

you’ll learn how to…

Avoid The 5 Financial Mistakes High Achievers Make When Planning For Retirement

Keep more of your cash (without sketchy tax tricks)

Set up your money strategy for consistent, stress-free growth (even during retirement)

Build a financially-solid legacy you can be proud of

Get most (or all) of your hard earned government benefits at retirement (hello Medicare and Social Security

Create 'Options' to utilize your cash NOW so you can live life now, and retire later without sacrificing your lifestyle.

Here’s What We’ll Cover

01

Financial Planning Myths (Why the wealthy do it different)

Learn the most common (and costly) tax mistakes high earners make

02

Smart Money Moves of the 1% (Don't take common Advice)

How the wealthy save on taxes and grow their wealth—without doing a lot of heavy lifting (if at all)

03

Your Legacy Plan (How to create Tax Free Legacy Planning)

How to protect your assets and make sure it consistently grows (without the IRS breathing down your neck)

A Message From Financial Caffeine Founders:

Kelly O'Connor, and John Dwyer

​​Hey Friend,

Let’s be real: taxes suck. They’re confusing, annoying, and somehow always take a bigger chunk than you expect. But what if you didn’t have to just “accept” it?

Here’s the thing: there are specific financial programs that the government doesn’t want you to know about. These strategies, often referred to as "the wealthy’s best-kept secrets," are designed to reduce tax burdens, protect assets, and ensure a stable retirement—but they’re not widely advertised.

Why? Because thought leaders and financial institutions assume the public won’t understand them.

Instead, they continue to push outdated and inaccurate advice that leaves people overpaying in taxes, underprepared for retirement, and unaware of their options.

The worst part? Most people have no idea they’re being misled. They don’t know about the financial loopholes that can secure their retirement and ensure their legacy isn’t snatched up by the government when it’s passed on to the next generation.

Imagine pouring hundreds of thousands of dollars into retirement plans, only to discover you’ve been playing the game all wrong. It’s frustrating, disheartening, and frankly, unnecessary.

That’s why I’m hosting this webinar. I’ve spent years helping high achievers like you outsmart the system—legally—and keep more of what they earn. My approach is simple, straightforward, and (dare I say) kinda fun.

We’ll cover real strategies that work for real people—no fluff, no jargon, no weird pyramid schemes.

Join us on Tuesday July 15th @ 1pm EDT, 11am MDT You’ll bring the coffee, I’ll bring the tax-saving and money-generating hacks.

See you there!

Kelly O'Connor & John Dwyer

Every dollar you’re losing to taxes is a dollar you could be using to build your dream life. Don’t let another year slip by. Real financial freedom is a click away!

Register To Join

Please click here if you agree to receive communication about these trainings and other topics which we feel may be helpful for you. We will process your data in accordance with our Privacy Policy and Terms of Service. We never sell or distribute your data.

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