Jan 23, 2018
Understand the fallacy of the magic number that you need to retire. Learn the dangers of looking at retirement as a dollar amount that you need to get to. Having a certain amount saved doesn’t mean that you will retire successfully or be able to stay retired. What you do with your retirement money is...
Jan 12, 2018
Learn how to have a rock solid plan to generate income and
understand where you should take income from first and when to
trigger pensions and social security.
Main Questions Asked:
- Where should you take income from first?
- When should you trigger your pension?
- When should you trigger social security?
Key Lessons...
Jan 5, 2018
Learn about the forgotten little things or hidden gems in your life and financial life. Along with understanding what your biggest assets are and how to weave them into your financial plan.
Main Questions Asked:
- What are some of the overlooked financial hidden gems in your life?
- What are your biggest assets?
Key...