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] 65-year-olds with $10k/month Optimize Income from $1.3M Portfolio (with increased spending in early years of retirement)​
2. ​The 3 Most Underutilized Tax Minimization Strategies in Retirement​
3. ​The Best Way to Maximize your Tax-free Retirement AND Leave Your Kids Tax-free Money​

Top Blogs of the Week (more in-depth)

[case study] 65-year old Couple Does (2) $250k Roth Conversions Before Taking Social Security (for tax-free wealth transfer)‼️ The Power of Paying Taxes NOW to maximize your future tax-free income (for you and for loved ones) Read article

How to Defer RMDs and Additional 12 Years & Reduce Your RMD Calculation by $200k‼️ A little known trick to prevent $200k of your retirement assets from being included in a FORCED liquidation. Read article

Investing for Safe Income + Long-term Market Growth in Retirement A 2-part Strategy that allows for safety & income maximization + long-term growth & net-worth building potential. 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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