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 You May Have Missed (all 1 min. or less):

1. [Case Study] We're 58 with $1.5M - Can We Retire at 62 and Travel With Our Kids?!​
2. [Case Study] My Wife and I Are 61 with $2.1M: What's the MOST We Can Spend in Retirement?! (and still sleep at night!)​
3. [Annuity 101] The 4 Primary Types of Annuities: Which One (If Any) Makes Sense for Your Retirement?!​

Blogs You May Have Missed:

Why “Beating the Market” Isn’t the Goal in Retirement

In this week’s post, I challenge a common misconception: that retirement success is about chasing returns. It’s not. Retirement is about income you can count on — not just growth.

I break down why market-based strategies alone can leave retirees vulnerable and how combining them with guaranteed income sources can create a smoother, more secure path. If you’re nearing retirement, this is a must-read.

👉 Read the full article​

he Top 5 Benefits of the New Long-Term Care Insurance (With Tax-Free Legacy Potential)

Let's face it—discussing long-term care (LTC) isn't the most thrilling topic. However, with nearly 70% of couples expected to need some form of LTC during retirement, it's a conversation we can't afford to avoid.

In my latest blog post, I delve into the shortcomings of traditional LTC insurance—think high costs, complex reimbursement rules, and the dreaded "use it or lose it" dilemma. Then, I introduce the new generation of LTC insurance options that not only address these issues but also offer the potential to leave a tax-free legacy for your loved ones.

If you're planning for retirement and want to ensure both your care and your family's financial future are secure, this read is for you.

👉 Read the full 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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​Website | My Testimonials | My Free Personal Development Books​

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