Your Relaxing Retirement Transition Begins Here…
Over the last 30 years of intense research and hands-on work with hundreds of individuals and couples, the intriguing and complex phenomenon we discovered is that the small percentage of Americans who exercised the most discipline and took pride saving and investing a large portion of their earnings during their working years is the same minority who has the hardest time “flipping the switch” and relying on and spending The Retirement Bucket™ of investments they’ve taken a lifetime to build.
“It just feels weird” is the phrase we hear the most!
If you’re like these disciplined accumulators, you likely lack the financial confidence to freely spend what you’ve saved when your income from work ends.
Unfortunately, all those years of discipline and saving, of building up money and investing it, are of no value to you now if you don’t have the financial confidence to spend and enjoy it.
For the Confidence to Liberate What You’ve Saved And Start Living the Life You’ve Earned
e-book and other resources including:
In this episode, we discuss the KEY difference I’ve discovered over the last 30 years of research and hands-on work between the tiny percentage of Americans who retire successfully to exciting lives, and the overwhelming majority who don’t.
In this episode, I reveal the 5 Big Stumbling Blocks You Hit in Your 60s, and how you can avoid them.
In this episode, I share a very funny scenario I experience with many new members, and a critically important strategy you can implement today to put you in complete control of your future.
In this episode, we’re going to discuss how you can determine if the advisor you’re working with, or considering working with, is acting in your best interest 100% of the time vs. their own, or the large companies they work…
Discover the unique predicament successful savers face when transitioning to retirement today
In this episode, we’re going to cover the very first question everyone I meet wants to know: Do We Have Enough in Our Retirement Bucket?
Investing on the other side of The Employment Dependency Threshold when you no longer have income coming in from the work you do requires a completely different mindset and strategy. In this episode, I reveal the 5 Answers You Need …
In this episode, we’re going to discuss a critically important investment strategy which has both practical and psychological benefits.
Conflicts of interest are everywhere in the financial services industry. Discover if your advisor is legally sworn to act in your best interest 100% of the time.
In this episode, I’m going to share a little known, but extremely costly problem awaiting your family when they inherit your IRA, and the simple steps they can take to avoid it.
In this episode, we’re going to talk about 3 Questions you must use to combat your risks in your retirement years.
In this episode, I’m going to share a story with you about the completely unnecessary anguish a woman went through who was referred to me by an existing Relaxing Retirement member after suddenly losing her husband of 45 years.