Get Exclusive Access to SixĀ Unpublished Videos
There is no charge, but theseĀ videos are ONLY available to my email subscribers!
Here's what we'll cover in each video...
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The Most Important Part of Your Retirement Plan
You must get one critical piece of information right to ensure your retirement plan stays on track. Learn why this is so important and get access to a free tool to help you get started.
How ToĀ Avoid Running Out of Money
Learn how to determine if you have enough saved for retirement and address the number one fear of retireesā€”running out of money. This video provides basic guidelines and simple calculations to help you confidently plan your retirement income.
The RIGHT Age To File For Social Security
Discover the RIGHT age to file for Social Security by considering it within your overall retirement plan. Learn why the filing decision should never be made in isolation and see a real-life example of how integrating Social Security can impact your taxes and portfolio balance.
Choosing The RIGHT Withdrawal Sequence
Discover how to choose the right sequence to withdraw your retirement savings. Learn why the conventional wisdom may not always be the best approach and explore an optimized strategy that could save you thousands in taxes and extend the life of your savings.
Should You Consider Roth Conversions?
Learn whether Roth conversions should be part of your retirement plan. Discover three key reasons why a Roth conversion might make sense, and understand the potential tax implications for you and your heirs
Putting It All Together Into One Comprehensive Plan
Discover how to combine your Social Security filing strategy, optimal withdrawal sequence, and Roth conversions into one cohesive, easy-to-read plan.
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This is myĀ best retirement planning content. Anyone who is serious about planning their retirement - and has saved more than $1,000,000 - should watch (and rewatch) these videos!
