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This free 50-page PDF download reveals...

• The biggest risk you face in retirement. Pg. 6

• How Social Security works and when you should claim. Pg. 12

• How to sustainably spend from your investment portfolio. Pg. 23

• The preferred cash flow strategy of retired millionaires. Pg. 28

• How to minimize taxes in retirement with strategic asset location. Pg. 35

• What you need to know about RMDs. Pg. 37

• The often overlooked Roth conversion process. Pg. 40



• Much, much more!

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The costs you should cut if you're retired. Or if you hate throwing money away.

Find out the four numbers you should know if you are retired.

Do you need a financial advisor? Probably not, but listen in to be sure.

The 4 things you should know about dollar cost averaging.

Ep 2: 7 things you need to know about Social Security

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

What this podcast is, why your retirement shouldn't be an average retirement, and a few other things.

Here's the link to my newsletter: https://lp.constantcontactpages.com/sl/i5menoe

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.