Inside:

  • Ditch the 4% rule for flexible spending.
  • Answer two questions for retirement spending bliss.
  • Explore the tradeoff between your planned spending in retirement and the need to reduce withdrawals to preserve your portfolio.
  • Know when it’s ok to withdraw more, and when it’s time to cut back.
  • Get more use from your money – increase spending earlier when you can.
  • Retirees spend more earlier in retirement, make sure your plan allows for that.
  • Better plans incorporate precise data points.

Is retirement in view, yet feel like something is missing?

This mini class is for you.
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In less than 17 minutes you’ll discover three things’ people wish they knew about taxes and Social Security during retirement. We call it a class because it contains wisdom and tips that took years of experience to acquire. 

You’ll be in a better position to avoid unnecessary add-on taxes that come from blindly assuming taxes go down during retirement.  The tax system changes for retirees because of Social Security income and capital gains.

Surprisingly these three things are straight forward and easy to understand. Many of us end up kicking ourselves for not becoming aware of them sooner. 

It’s free - and your information is safe with us, we’ll never sell it.  There’s no catch. In fact, I’m confident you’ll walk away with intriguing information you had never considered before, and you’ll want to share this with your friends and network. And if you need any help, my team is here for you.

Find out what you may be missing.

Get Access
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We’re on a mission to help you retire with calmness & clarity.
5899 Preston Road, STE. 1103
Frisco, TX 75034