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 + Tax Tips] 59-year-old Couple Converts $800k IRA Into $1.6M Tax-free Roth! (with no market risk & no fees)​
2. ​Increase Your Portfolio Income by 37.5% with This One Simple Strategy​
3. ​How Behavioral Investing Can Turn the 4% Rule into the 3% Rule (reducing retirement income by up to 25%!)​
4. [Tax Tips] 4 Ways to Access Money (Penalty-free) For an Early Retirement​

Top Blogs of The Week:

[blog 1] Should You Lock In Pension Income for Life? 🤔
Many retirees don’t realize just how permanent most pension and annuity income decisions are - often with limited flexibility and no turning back. In this post, I break down the irreversible nature of these choices… and explore a powerful alternative that can offer more income, flexibility, and control.

👉 Read Full Breakdown Here​

[blog 2] New 2025 Rule: Supercharged Retirement Contributions 🚀​
Starting in 2025, high-income earners turning 60–63 can make super catch-up contributions to their 401(k), 403(b), or 457(b) plans - but there’s a big twist. These extra contributions must go into a Roth account (and that has major tax implications).

👉 Here’s what you need to know before it catches you off guard​

[blog 3] Can This 60-Year-Old Couple Retire Comfortably with $1.1M? 🧐​
They’ve worked hard, saved consistently, and are hoping to retire at 65 - but with rising costs and market uncertainty, is $1.1M really enough?

In this real-life case study, I walk through their numbers, goals, and the strategy we used to create a clear and confident path to retirement.

👉 See how their plan came together​

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

Wanna chat finances? Schedule Some Time Here​

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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​