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] If You Need $5,000/month of Portfolio Income in Retirement - How Much Do You Really Need Saved!?​
2. ​The Truth About Working & Claiming Social Security Early (It's Not a Total Loss!)​
3. ​The Hidden Benefit of Safety-First Retirement Planning: A Rising Growth Portfolio Over Time​
4. [Social Security + Tax Tips] Delaying Social Security Allows More Taxable Money to Be Tax-free​

Top Blogs of The Week:

[blog 1] Case Study Spotlight:​
🛡️ How One 58-Year-Old Couple Protected Half Their Portfolio and Locked in $8K/Month of Guaranteed Income

This couple had $5.8M — but they didn’t want to risk their entire retirement on market performance. In this case study, you’ll see how they shielded 50% of their portfolio, created predictable lifetime income, and kept the rest invested for growth.

👉 Read the full breakdown here​

[blog 2] This Week’s Featured Read:​
👩‍🦳 4 Unique Retirement Challenges Only Women Will Understand

Retirement planning isn’t one-size-fits-all — especially for women. In this post, I break down the overlooked financial risks many women face in retirement (like outliving their spouse, rising healthcare costs, and Social Security timing) — and the simple steps to plan smarter.

👉 Read the blog here​

[blog 3] Mindset Shift of the Week:​
🧠 Retirement Planning: What WILL Happen vs. What MIGHT Happen

Markets might go up. They might go down. But your income shouldn’t depend on “might.” In this post, I share why focusing on what you can guarantee — like predictable income — leads to more peace of mind, better decisions, and a retirement you can actually enjoy.

👉 Read the blog here​

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.

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​