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 Market Can Cause a Real Tax Bracket Problem in Retirement​
2. Retirement Planning: What WILL Happen vs. What MIGHT Happen?!​
3. ​3 Reasons to NOT Name a Trust as an IRA Beneficiary​
4. [NEW RULES for 2025] Super 401k Catch-up Limits for Ages 60-63​

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

[case study] 53-year-old Couple Retires Early with $8k/month (and no penalties) Couple retires early by strategically utilizing their most favorable, penalty-free assets first (while still providing future security). Read article

Don't Overestimate Your Risk Tolerance in Retirement (growth vs. income) Many people think they will be the same type of investor in retirement as they were saving for retirement.... but that's often not true. Read article

Social Security Income: I Want it Now But Should I Wait?! A full comparison of the real pros and cons of taking social security early (vs. waiting). 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

Wanna chat finances? Schedule Some Time Here​

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