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Plan Your Future with January Liddell

As a woman balancing a health-centric and active lifestyle, she is a devoted wife and mother in her family life. She balances the many joys and challenges that come her way with a very spirited and focused outlook in her business life, all while meeting the demands of an ever evolving career in the personal finance industry. Her passionate personality is heartfelt and January does not miss opportunities to invest in herself, her close relationships with family, along with her clients that she establishes lifelong friendships with. As her identity, knowledge and skill-sets evolved over time, January has become a valuable asset to the agency on so many levels. As a proud UC Berkeley graduate, January is a natural leader and she leads by her example. She enjoys traveling, learning new skills and then becoming the best at whatever she pursues. If you ever visit the island of Oahu, you may cross her path enjoying life to its fullest.

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January Liddell

Financial Professional

Plan Your Future
January Liddell has over three years of experience in the financial industry, dedicated to helping clients achieve tax-free gains and secure access to their finances. She focuses on the ERFT method, “Eliminating Risk, Fees, and Taxes.” With a focus on protecting money from market risk and volatility, January provides her clients with peace of mind, knowing that their hard-earned assets are safe. Her extensive knowledge of financial products is matched by her unwavering commitment to client success. January radiates positive energy and is a pleasure to interact with. She understands that communication is essential, regularly keeping in touch with clients to ensure their financial goals are on track. Most importantly, January makes her clients’ success her top priority, giving them the confidence that she truly has their back every step of the way.

January has been married for almost 20 years to a retired veteran and mom to a son and a daughter. She is also an author  of a children’s book about Financial Literacy, “Alina, The Super Saver,” the first book of The Honey Maker Series. This book is available on Amazon, Barnes and Nobles, and Walmart just to name a few. She is also co-host to Sexy Freedom Media Podcast. You can find her on ITunes, Spotify, iHeartradio, and Buzzsprout. In her free time, you can find her boogie boarding in the east side, having adventures with her 82 year old aunty, reading, at the gun or archery range, at the gym, or at church. January enjoys life and all that it has to offer.

January Liddell

Licensed Financial Professional

Plan Your Future

I’m January Liddell, a proud wife of almost 20 years to a retired veteran and a dedicated mom to two amazing kids—an intelligent, handsome son and a care-free beautiful daughter. My life has been a journey of resilience, growth, and passion, all of which I channel into my work as a Retirement Specialist at Ideas By Mike™.

My path into the financial industry was born from a deep desire to protect what matters most—not just for my family but for others striving to secure their future. With four years of experience, I’ve made it my mission to help individuals achieve tax-free gains and protect their hard-earned assets from market risk and volatility. My passion stems from personal values of stability and peace of mind, values I know are essential for any family planning for a worry-free retirement.

Beyond my professional role, I’ve embraced life’s adventures wholeheartedly. I’ve written “Alina, The Super Saver,” a children’s book inspired by my belief in teaching financial literacy early. I also co-host the Sexy Freedom Media Podcast,where I share stories, insights, and inspiration with a mostly female audience. Helen Edwards and I discuss mindset, growth, stepping out of our comfort zones, we have a resident psychiatrist, Dr Gretchen Gavero, and special guests: doctors, authors, publishers, and more.

In my free time, you’ll find me riding the waves boogie boarding on the east side, cheering my children who play hockey and who are aspiring actors, making unforgettable memories with my 84 year-old aunty, facilitate a women’s connect group, date day/night with my husband, or sharpening my focus at the gun or archery range. I also find solace in the gym, my faith, and the simple joys of family life.

I understand that every family has its own story, challenges, and dreams. That’s why I prioritize connection, communication, and trust in every relationship. My clients’ success isn’t just my goal—it’s my passion. I’m here to make sure you feel confident, empowered, and ready to embrace all that life has to offer.

Plan Your Future with January Liddell

January Liddell has over three years of experience in the financial industry, dedicated to helping clients achieve tax-free gains and secure access to their finances. She focuses on the ERFT method, “Eliminating Risk, Fees, and Taxes.” With a focus on protecting money from market risk and volatility, January provides her clients with peace of mind, knowing that their hard-earned assets are safe. Her extensive knowledge of financial products is matched by her unwavering commitment to client success. January radiates positive energy and is a pleasure to interact with. She understands that communication is essential, regularly keeping in touch with clients to ensure their financial goals are on track. Most importantly, January makes her clients’ success her top priority, giving them the confidence that she truly has their back every step of the way.

January has been married for almost 20 years to a retired veteran and mom to a son and a daughter. She is also an author  of a children’s book about Financial Literacy, “Alina, The Super Saver,” the first book of The Honey Maker Series. This book is available on Amazon, Barnes and Nobles, and Walmart just to name a few. She is also co-host to Sexy Freedom Media Podcast. You can find her on ITunes, Spotify, iHeartradio, and Buzzsprout. In her free time, you can find her boogie boarding in the east side, having adventures with her 82 year old aunty, reading, at the gun or archery range, at the gym, or at church. January enjoys life and all that it has to offer.

Services I Offer...

As a dedicated financial service professional, I am committed to providing comprehensive financial solutions tailored to meet the unique needs of each client. With a focus on personalized service, I offer a range of expertise including financial planning, investment management, retirement strategies, and wealth preservation. My goal is to empower clients with the knowledge and tools they need to achieve financial security and prosperity. By taking the time to understand your individual goals and circumstances, I develop customized strategies that align with your aspirations, ensuring a path toward financial success and peace of mind. Take a loot at the services I offer if you want to learn more.

Health Insurance Services

Tax-Free
Strategy

I specialize in a method Xtreme 1 Financial has coined, “ERFT” Eliminating Risk, Fees, and Taxes. Our mission is to keep 30-40% of your hard-earned income in your pocket instead of giving it to Uncle Sam.

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Estate Planning Services

Estate
Planning

Estate planning involves the strategic management and organization of your assets to ensure their efficient distribution and preservation for future generations.

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Debt
Elimination

A strategic service designed to help individuals and businesses effectively manage and reduce their debt, ensuring a clear path toward financial stability and freedom.

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Business Solution

Business
Solution

Small business owners, invest in your future with Owner X and retire with confidence. Owner X provides you 6 figure tax deductions every year, and guaranteed income for life when you retire. 

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Alina Book 1

Alina The Super Saver is on Amazon!

Book 1 of the series is available and you can get your copy from Amazon.

FRESH OFF THE PRESS! ALINA THE SUPER SAVER IS ALREADY OUT! 

Inspired by a need to educate children on money matters and financial literacy, I wrote and published a book called “Alina, The Super Saver.” With 77% of Americans in debt, it’s clear to me that we need to start teaching our young ones health money habits. I wasn’t taught money matters as a kid, and I made a lot of mistakes. As a Licensed Financial Professional, I know that we all need help in this department, why not start when our children are younger so that they will be successful in their future. 

FREE worth $20 Goodies plus signed copy of Alina. Get your hands on Alina The Super Saver for only $20 and receive a special signed copy along with a bundle of fun goodies! Perfect for inspiring kids (and even adults!) to become smart savers, this engaging story is a great addition to any library. Don’t miss out on the chance to get this exclusive package—order your copy today and take a step toward a brighter financial future!
FREE worth $20 Goodies plus signed copy of Alina. Get your hands on Alina The Super Saver for only $20 and receive a special signed copy along with a bundle of fun goodies! Perfect for inspiring kids (and even adults!) to become smart savers, this engaging story is a great addition to any library. Don’t miss out on the chance to get this exclusive package—order your copy today and take a step toward a brighter financial future!
January Financial Professional

January is passionate about serving others. She leads with her heart and with transparency. People that surround her feel appreciated and heard given her positive vibe and energy.  She has a background in the health and wellness industry and was a consultant to many, guiding them to have a better overall body, mind, soul and now their finances. January has had the privilege to experience living in various locations in her life. From Papua New Guinea, to the San Francisco Bay Area and now in Oahu- Hawaii, which she currently calls home with her husband and two children.

Schedule a complimentary call if you want to talk about your future!

January Liddell

January Liddell
Licensed Financial Professional

During our discussion, we'll explore your financial goals and identify strategies to help you achieve them. This no-obligation consultation is a great opportunity to ask questions and gain valuable insights into your financial situation. Together, we can create a personalized plan that sets you on the path to financial success.

Listen and Subscribe to My Podcast 

Podcasting serves as a powerful platform for me, enabling the delivery of rich, valuable content directly into the lives of listeners. It's not just about broadcasting information; it's about creating a connection, sharing insights, and sparking conversations that matter. Through each episode, I strive to bring forward thought-provoking discussions, expert opinions, and real-world solutions that resonate with people everywhere. It's more than just a way to communicate—it's a way to engage, inspire, and empower individuals across the globe.

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