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...

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

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

1. [NEW CASE STUDY] My Wife and I Are 60 with $2M: Can We Retire in 4 Years with $10,000/month?! (+ $25k/year vacation budget for 10 years)​
2. ​3 Reasons to Start Liquidating Your IRA(s) As Soon As Possible!​
3. [NEW RULES for 2025] Super 401k Catch-up Limits for Ages 60-63​

Top 3 Blogs of the Week (more in-depth)

[case study] 62-year old Couple Retires With 45% More income Using Inc Building some flexibility into the portfolio portion of your income plan can give you an additional stream of "safe" income in retirement. Read article

4 Critical Components To A Successful Retirement Income Plan Use this list as a guide to ensure that your retirement income plan has addressed these 4 critical components. Read article

3 Key Considerations for Retirement Income Planning Beyond Just Annuities Annuities can protect against the market & provide lifetime income, but there are many other considerations to a successful income plan. Read article

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

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