Carlos Dias Jr.

President

Dias Wealth

Country or state

United States (Florida)

Available to

North America

City

Orlando

Fee

Languages

...

Volunteer

No

Personal Details

Bio

Carlos Dias Jr. is a financial advisor, public speaker, instructor, and president of Dias Wealth LLC, in the Orlando, Florida, area, with over 16 years of experience in the financial services industry. He also teaches attorneys and accountants through live webinars or in-person seminars.

Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured, or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. He's frequently interviewed on television and radio pertaining to retirement planning, long-term care, annuities, life insurance, estate planning, and a variety of other financial topics.

Carlos is trilingual, fluent in both Portuguese and Spanish.

To read or learn more about Carlos, please visit his website: https://carlosdiasjr.com/

Current position (3)

President

Dias Wealth

President

Dias Financial

Speaker/Instructor

Carlos Dias Jr.

Presentations

Presentations (9)

Retirement Planning

Preserving assets in retirement after accumulation with a focus on sequence of returns risk and longevity.

Estate Planning

Effectively transferring assets to future generations while saving money on taxes after death.

Long-Term Care

Healthcare for the incapacitated not covered by Medicare which may include government benefits.

Financial Planning

A comprehensive evaluation of current and long-term financial objectives to effectively plan.

Tax Planning

Analysis of a current financial situation in order to maximize tax deductions and minimize liability.

Asset Protection

Legally protecting the assets of an individual or business before a lawsuit or creditor claim arises.

Budgeting, Debt, and Savings

Part of financial planning involving the monitoring of expenses and reallocate to reserves.

Charitable Planning

Supporting a charity or cause while maximizing tax deductions and income for future generations.

Annuities and Life Insurance

Regulatory changes and properly implementing strategies while mitigating conflicts of interest.

Past talks (1)

What to Know About Annuities

Michigan Association of CPAs

Online

June 30, 2021

All (2)
Videos
Photos
Slides (1)
Press information (1)

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Bio Carlos Dias Jr., Wealth Adviser

Books & Articles (40)

What to Know Before Purchasing a Long-Term Care Rider

Avoid These Mistakes with Your Retirement Income Plan

Retirees: Don’t Make the Same Mistakes Before a Market Correction

5 Charitable Planning Options That Can Save You Money on Taxes

What to Know Before Purchasing an Annuity Income Rider

7 Secrets Financial Advisers Won't Tell You

Choosing Between a Private Foundation vs. Donor-Advised Fund

Critical Choices for IRA Beneficiaries

7 Financial Tips for College Athletes

5 Ways Financial Advisers Misrepresent Themselves

Are Annuities a Solution for Baby Boomers in Retirement?

7 Questions to Ask Before Hiring a Financial Adviser

Tax Rules on 10 Different Retirement Accounts and Investments

Pension Possibilities: IRA Rollover? Buy an Annuity? Or Take the Payout?

Going for broke: Many pro athletes still struggling with finances

5 Ways To Make Your Money Last Longer in Retirement

4 Tax-Free Income Sources to Supplement Retirement

Avoiding the IRA Beneficiary Tax Trap

How a Roth Conversion Can Save You and Your Heirs Thousands

4 reasons why critics tell you not to buy annuities

It’s critical to avoid these required-minimum-distribution mistakes

What are the differences between CDs and annuities?

6 things you can do in your 20s and 30s to retire wealthier

Don't rely on the 4% rule for your retirement

Why Retirees Should Consider Indexed Annuities

5 things to know about a financial advisor

4 Pro Plays for Athletes to Avoid Going Broke

5 must-dos after winning the lottery

4 important retirement account changes for 2016

6 retirement-planning mistakes to avoid

Should I convert my traditional IRA to a Roth?

5 tax strategies to boost your retirement savings

What All Pro Athletes Should Learn from Gilbert Arenas' $2.1 Million Mistake

3 ways to get retirement ready in your 20s

Why it pays to be charitable

Have a Roth IRA? Avoid these common mistakes.

3 Tax Tips for Investors to Save Big on Their 2014 Tax Bills

Avoiding the 60-Day IRA Rollover Rule

401(k) Mistakes That Can Cost You

Many unprepared for the needs of aging parents

Expertise (48)

Financial services

Skills & Trades

Choosing a Financial Professional Consumer Financial Education Couples & Family Financial Dynamics Economics and Financial Markets Empowering Financial Freedom Financial retirement Are You Ready For Retirement?: 3 Pillars To Build Upon For A Successful Transition Rejuvenate Your Retirement Retirement Businesses Retirement Coach Retirement Coaching Retirement Planning Estate Planning Estate Management estate tax Real Estate Long Term Care Long Term Goals Long-term care insurance long-term investment Financial Planning financial planner Financial Planning and Asset Management Financial Planning for Entrepreneurs Financial Preparedness Linking financial planning to asset management Strategic Financial Planning Tax income tax changes in tax law changing area of taxation Debt Debt Elimination Debt Finance Debt Management Debt-free Eliminating debt Alternative Assets asset allocation Asset Management Charitable Planning 401k IRA Anti-Fraud Education and Training