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.

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

1. [Tax Tips] The Top 5 Strategies to Minimize Taxes & Maximize Your Pre-tax Retirement Accounts​
2. ​The Most Overlooked Risk for Soon-to-be Retirees (and why it could derail everything you've worked for...)​
3. [Case Study] My Wife and I are 56 with $1.5M: Can We Retire at 62 & Give Our Daughter $10k/year?!​

Top Blogs of The Week:

[blog 1] How They Locked In $8K/Month for Life — And Still Kept Growing Their Wealth 💰📈

This 59-year-old couple didn’t want to gamble with retirement. Learn how they secured $8,000/month of guaranteed lifetime income and kept building their portfolio for the future.

👉 Read their full retirement income game plan here​

[blog 2] What 3 Back-to-Back -10% Market Losses Could Do to Your Retirement 😨📉

It’s not just how much you lose — it’s when you lose it. Discover why a few bad years early in retirement could unravel your income plan… and what you can do to protect yourself.

👉 Read the full breakdown here ​

[blog 3] She Locked In $10K/Month of Market-Proof Retirement Income 🔒📆​
At 58, she wanted predictability without sacrificing growth. Here’s how she secured $10,000/month of guaranteed lifetime income and stayed invested for the long haul.
👉 See full strategy here​

Helpful 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.

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.

P.S. if you find this email helpful, forward it along to friends & family (and if you were forwarded this email, you can join the list here)

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

Wanna chat finances? Schedule Some Time Here​

Let’s Connect:​
​Instagram | YouTube | TikTok​

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

Shop Simplified Life Insurance Solutions (on your own) + Free Estate Planning Tools Here​