Amplified Digital

A breakdown of the 3 different stages of retirement planning and the tools, strategies, and philosophies that are best leveraged in each.

What if a segment of your retirement income is only needed for a shorter time period?! How does that change the “safe” withdrawal rates?!

If you come up a little bit short of your retirement income goals, you do have options. Here are the 4 best ways to make up the gap.

Case study outlining a market-proof income strategy with a significant tax-free legacy plan (without life insurance).

3 specific examples of how taking the Social Security Spousal benefit at different ages impacts total lifetime, retirement income.

Don’t completely avoid the market going into retirement and don’t OVER-invest in the market either. You have to strike a perfect balance.

Don’t leave potential retirement income uncollected just because you don’t know all the rules! Unfortunately, a lot of people do!

Having too much market exposure puts you at risk of having to delay your retirement date back if you happen to get unlucky in the market!

Comparing the retirement income results of retiring right now and waiting just 3 years… Which can make a significant difference!

Taking Social Security Income as soon as it’s available is tempting, but it’s often not the best, most strategica retirement income…

Full real estate income analysis to determine the best income plan moving into retirement (+ maximizing favorable wealth transfer)

4 key questions that will help you determine if you are fully prepared for retirement (or not)!