Step 1: Watch The Video
Recently, John spoke with a person who got in contact with us through the free questionnaire below, and they asked if it mattered when they started their social security benefits.
So in this video, John reveals the shocking differences between two retirees who started with identical savings, yet one ran out of money at 68, while the other is still thriving in retirement.
Through our work with hundreds of retirement clients, we’ve identified the critical decision points that separate these two paths – subtle differences that most financial advisors might not discuss with their clients.
That’s why we created this video – to show you:
- the invisible retirement traps that cause financial failure even with substantial savings
- the key turning points that determine retirement success
- and how to position your portfolio to follow the path of the thriving retiree rather than the depleted one.
Click the video above to watch.
Step 2: Fill out The Questionnaire Below
And Receive Your Personalized Assessment Video
How Much Do You Need To Retire?
Out of our thousands of hours of consultations with clients, we always got one question more than any other:
“How much do I need to retire?”
So we made this short quiz that lets anyone, by taking 3-minutes to fill it out, get completely personalized and professional video feedback on this question.