Happy Friday Reader!

Just a quick reminder from last week — I quietly rolled out a brand-new website that I had built as a free, growing resource hub for smarter, more confident retirement decisions.

It brings 300+ of my blogs into one place (no paywalls), lays out my retirement income philosophy in more detail, answers many of the FAQs I get every day, and includes real client stories, and resources I’ll keep expanding over time.

👉 Your New Retirement Resource Hub​

Now as usual, all of the new resources (videos and blogs) of the week, are linked below. Enjoy!

Popular Recent Videos (all 1 min. or less):

1. [Case Study] How Early Can This 59-year-old Couple Retire on $15,000/month?!​
2. [Annuity 101] Never Buy An Annuity for THIS Reason​
3. [Social Security] 5 Powerful Reasons to Delay Your Social Security! (but review your strategy every year)​

Top Blogs of the Week:

Featured Blog of the Week

2 Ways to Leverage Guarantees to Protect Your Principal & Live Off the Interest

What if income didn’t require market risk or principal erosion? Here are two safety-first strategies designed for predictable interest and protected capital.

👉 Read more here​

How Should a 65-Year-Old Couple Spend $1 Million Over a 30-Year Retirement?​
​(Three Income Strategies — Three Very Different Outcomes)

This case study compares three ways to turn $1M into retirement income — from guaranteed safety to aggressive growth — and shows how dramatically outcomes can change based on where the risk lives.

👉 Read the case study​

How a 62-Year-Old Couple Secured $10,000/Month of Guaranteed Income in 5 Years​
​(With income safety + market growth potential)

This case study shows how one couple built a market-proof income floor while still keeping their portfolio positioned for long-term growth.

👉 Read the case study​

Tax-Smart Income Planning

Tax planning - like all retirement planning, is something that should be reviewed annually (because tax laws change as do your retirement and legacy goals).
​
But, the 🔑 components to really take into consideration are:
​
✅ Average lifetime tax rate
✅ Total lifetime taxes paid
✅ Total net income collected
✅ AND total net legacy for your loved ones
​
It’s an ongoing process but proper tax planning can be worth MILLIONS to you and your loved ones 👏

Here's a snapshot of how much the right income strategy can save you (and your loved ones) in lifetime taxes (based on a case study I did this week):

This shows a very significant decrease in lifetime taxes, an increase in overall income, and a larger legacy for loved ones (as compared to traditional distribution/income strategies)!

Review Your Tax Distribution Strategy

Helpful Tools & Resources:

• NEW Roth BluePrint Analysis

💡 Want to see how a Roth conversion could work for your retirement? My new Roth Conversion Blueprint shows the long-term tax savings, income benefits, and legacy potential — all without reducing your account value or bumping you into a higher tax bracket. 👉 Let’s run the numbers together.

Instant Download: Roth BluePrint Example

• 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 while it may be a good estimator for your situation, there may also be a better option with a different company (and a higher payout) for you

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​