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. [Case Study] How This Couple Increased Retirement Income By Almost 20% to $16,000/month (without relying 100% on the market!)​
2. ​7 Questions You MUST Ask Yourself As You Plan Your Transition INTO Retirement​
3. ​Delay Now. Turn On Anytime. Why Social Security is Your Retirement Safety Valve!​
4. [Bonus Case Study] My Wife and I Are 62 with $1.1M, Can We Retire at 67!?​

Top Blogs of The Week:

[blog 1] Are you waiting too long to tap your IRA? In this week’s post, I break down 3 smart reasons why starting early withdrawals—before the IRS forces your hand—could save you thousands in taxes.

Don’t miss this if tax efficiency is part of your retirement plan.

👉 Read the full article​

[blog 2] Are you 60 with $2M sitting in the bank? This case study breaks down how one couple plans to retire in just 4 years with $10K/month for everyday living plus $25K/year for vacations—while balancing safety and growth.

Can it work for you?

👉 Read the full article​

[blog 3] Is naming a trust as your IRA’s beneficiary complicating things—and costing your heirs? This post uncovers 3 key pitfalls: accelerated payout deadlines that could erase tax advantages, payouts based on the oldest trust beneficiary’s life expectancy, and the need for a narrowly drafted “see-through” trust to even qualify—plus how a spouse might lose spousal rollover benefits.

Want clarity on whether a trust fits your plan—or how to avoid costly traps?

👉 Read the full article​

Helpful Tools & Resources:

• New Roth Conversion Calculator Now Live!

Curious how much to convert — and when — to minimize taxes and maximize long-term growth? I built a simple tool to help you map it out.

Grab a Copy of My Free Calculator Here

• 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.

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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​

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