The Secret To A Stress Free Retirement Plan
I often think back to the day I looked at my mother’s financial statements. She was working a minimum wage job, trying to make ends meet after my father passed away. She had invested her life insurance money with a big name firm, hoping for security. Instead, she got a front row seat to how the industry really works. She was paying fees on top of fees, and her balance was barely moving. It made me realize that most people aren’t being “advised” at all. They’re being harvested for management fees.
Retirement shouldn’t be a source of constant anxiety. It should be the reward for a lifetime of hard work. But if your money is tied up in the same volatile markets that caused the 2008 crash, you’re not retired. You’re just a professional gambler. I believe in a different approach that prioritizes safety over speculation. I recently discussed this shift in a new retirement documentary with Tucker Carlson because the world is changing fast. We’re facing a “reset” in how we handle money, and those who don’t adapt are going to be left behind.
Turning your savings into a paycheck
The biggest fear most retirees have is outliving their money. The “4% rule” is a gamble that assumes the market will always cooperate. I prefer something more solid. I help people move their funds into a Safe Retirement Income strategy that uses contractual guarantees. When I did this for my mother, she stopped worrying about the news. She knew exactly how much was hitting her bank account every month. She was able to raise my younger siblings and finally find the peace of mind she deserved.
A different kind of financial firm
I didn’t want to build just another investment house. I wanted to build a sanctuary for the underdog retiree. At our Franklin office, we focus on the “Relationship Sit-Down.” We talk about the movies you want to see, the places you want to travel, and the legacy you want to leave. We don’t use corporate fluff or complicated jargon. We use common sense. We look at things like tax optimization and Medicare planning to make sure your plan is multi-dimensional.
Putting your family first
I’ve had a lot of success in business, but nothing matters more to me than my wife and four kids. I decided years ago that I wouldn’t spend my life on airplanes chasing the next big deal. I’d rather be here, focusing on the quality of the service we provide to our 5,000+ clients. At Retirement Renegade, we aren’t just managing assets. We’re protecting futures. If you want a plan that is battle-tested and built on guarantees, it’s time to move away from the “standard” advice and join the rebellion against Wall Street’s status quo.
