In-Depth Retirement Planning Strategies

On Instagram, I share weekly case studies and retirement tips with over 60,000 followers, helping pre-retirees and retirees think smarter about protecting their income, managing risk, and building a confident retirement.

But on my Medium blog, I take it even further.

My blog dives deep into real-world retirement strategies, offering in-depth analysis, practical guidance, and clear frameworks that go beyond surface-level tips.

Here, you’ll find:

• Expert breakdowns of income planning strategies
   
• Step-by-step case studies showing how retirees maximize security and flexibility
   
• Deep dives into topics like annuity strategies, tax-efficient withdrawals, Social Security optimization, and legacy planning
   
• Actionable checklists and tools to help you retire safer, smarter, and with greater peace of mind
   

Here are a few of my top recent blogs for quick access: 

• How a 62-year-old Couple Retired Early with $17,000/month in Income (without relying fully on the market)
• Beating the Market Isn't the Goal: Rethinking Retirement Income
• How Much Can a 60 & 61-Year-Old Couple Really Collect from an Annuity? (starting in 5 years)
• How to Pay Capital Gains Taxes INSTEAD of Income Taxes on your 401k
• Creating $6.5M of Tax-free Family Wealth with $51,000 of Leveraged Surplus Income

If you're serious about building a retirement plan that’s predictable, resilient, and aligned with your goals, you’ll feel right at home.

Be sure to follow my blog for practical insights that can help you retire on your terms — with more confidence, security, and lasting impact.