Happy Friday Reader!

Below is a weekly recap of my most popular videos and blogs. As always, don't hesitate to reach out to me directly if I can ever be a resource for you (via email, or through any of my social media channels).

Also, feel free to schedule your free Retirement Income Analysis. And if it's been awhile since we chatted, let's reconnect & update things...

There have been a lot of changes in the industry, including some HUGE, upcoming Social Security changes in 2025 (that may benefit many of you greatly)!

(here's an example of a Retirement Income Analysis of mine below):

Top 3 Videos of the Week (all 1 min. or less):

1. ​The Top 5 Ways To Position Yourself for a Tax-free Retirement​
2. ​Yet Another Reason To Avoid Taking Social Security Early (the annual earnings limit)!​
3. ​Should You Roll Your Old 401k to Your New Employer's 401?!​
4. [NEW for 2025] Super 401k Catch-up Limits for Ages 60-63​

Top 3 Blogs You May Have Missed (more in-depth)

[case study] 67-year-old Couple Retires with $12,000/month ($6,400/month completely tax-free) Utilize the tax-free capabilities of Roth IRA's to push taxable income into lower tax brackets (for increase tax-efficiency in retirement) Read article

4 Reasons to Protect A Segment of Your Portfolio From the Market (in preparation for retirement) You shouldn't completely avoid the market as you approach retirement, but you should protect at least a portion of your wealth. Read article

4 Crucial Retirement Planning Concepts to Fully Understand The transition into retirement often requires a very different approach than simply accumulating assets for retirement. Read article

As always, thanks for allowing me into your inbox. If there is any way that I can be a resource for you, please don't hesitate to reach out.

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P.S.S. some helpful links & resources you might enjoy

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