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In this ebook guide, you’ll learn important retirement facts, that many advisors don’t share, that will determine your financial happiness in retirement. The book covers more than just saving money and covers how to manage market and life risks that can wipe out your retirement. Life happens and we’ll guide you to dialing in the optimal retirement so you can move forward with confidence.

Get a copy of the FREE e-book and start planning your happy retirement today. Put the FUN back in planning for your retirement.  

Retire Happy Planning Guide
In the e-book and workshop, we show you how to create the optimal retirement plan for you that puts you in the drivers seat.

We cover in the e-book and workshop things that many advisors won’t share with you.

Best Retirement Planning Book
Wake up and smell the coffee!

Below are a just few retirement facts that are the reason you need to take control of your retirement today.

  • US Debt – $28.8 Trillion – Real-time debt clock:
  • 2021 Inflation 5.4% and rising.
  • US median home prices are at an all-time high.
  • If you experience a 20% loss you need to achieve 25% gains to restore the loss.
  • Based on historical returns of the S&P 500 Index over the past 40 years, a loss of 35% will require several years to recover.
  • 64% of Americans are not prepared for retirement — and 48% don’t care
  • #1 reason people file for bankruptcy is due to medical expenses and 72% of people had some form of medical insurance.
  • Almost one in four American cancer survivors said they struggled to pay medical bills, according to a new CDC report, and one-third have worried about their out-of-pocket medical costs.
Retire Happy Planning Guide
Ultimate Retirement Planning Guide