Happy Friday Reader!

Below is a weekly recap of my most popular videos and blogs. As always, feel free to reach out to me directly if I can ever be a resource for you (via email, or through my social media channels).

Or, if you'd prefer schedule your free Retirement Income Analysis.

New Tools & Resources:

• Complete Guide to Long-term Care Planning (New One-pager)

Long-term care isn’t just a future concern—it’s a planning opportunity today. This all-in-one guide breaks down the costs, risks, and strategies to help you protect your wealth and leverage LTC solutions before you need them.

Instant Download: LTC One-pager

• Retirement Income Insider (free VIP group)

Here I'll share additional retirement planning tips + exclusive access to future Masterclasses, live Q&A's, and many other retirement resources!

Join Retirement Income Insider Here

• Future, Guaranteed Income Calculator (free)

Run your own retirement income projections to see approximately how much, guaranteed income you can secure (now or in the future).

Access Free Guaranteed Income Calculator

Note: this is done through 1 company I work with, so it's a good estimator, but there are often companies with higher payouts.

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

1. [CASE STUDY] Amber & Devin's $23k/month Retirement Income Plan (including a market-protected guardrail strategy)​
2. ​The 3 Unique Phases of Retirement Planning (....and why your strategy must evolve in each one)​
3. ​3 Unique Retirement Portfolios That Will Actually Support Your Income & Legacy Goals!​

New Blogs This Week:

🧾 Want to Leave More Behind—Tax-Free?​
Most people focus on building wealth for retirement—but forget to plan for what happens after. This week’s post covers 3 smart ways to maximize your legacy and leave more to your loved ones, tax-free. From Roth strategies to life insurance hacks, these tips can help you pass on wealth efficiently and intentionally.

👉 Read the full article​

💸 Can You Retire at 67 with $1.4M?​
Jess & Ethan had a dream: summers in Europe, guaranteed income, and no market stress. With the right strategy, they made it happen. See how they created $11K/month of guaranteed income—plus a $46K/year travel budget—with zero market risk.

👉 Read their full retirement plan​

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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Additional Resources:​
​Website | My Testimonials | My Free Personal Development Books​

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