Retirement Plan Customization Is KING

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Retirement Plan Customization Is KING By: Walter Storholt August 12th, 2021 . We discuss how a customized retirement plan is king. We also discuss the 4 important retirement statistics worth understanding.Get Your Guaranteed AnnuityGet Access To The IFL Manual VaultClick here to […]

2021 Fidelity Couples & Money Study

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. 2021 Fidelity Couples & Money Study By: Walter Storholt July 27th, 2021 . Fidelity conducts an annual study where they analyze retirement and financial expectations among couples who are either married, or in a long term relationship. Matt and Nick will take […]

Where Crisis & Opportunity Meet

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Where Crisis & Opportunity Meet To write the Chinese word for “crisis,” you combine elements of two different Chinese characters. One character means “danger” while the other one means “opportunity.” Translated into English, it means “opportunity riding on a dangerous wind.” Let’s […]

The Things That Don’t Matter… Until They Do

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. The Things That Don’t Matter… Until They Do Fire extinguishers, airbags in your car, and smoke alarms in your house are all examples of things in life that don’t really seem to matter until they’re the only thing that matters. On that […]

The Great Resignation

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. The Great Resignation We discuss how many are learning about their retirement through ‘uncommon sense’ and also how the Great Resignation is hitting the American workplace right now in a big way.Get Your Guaranteed AnnuityGet Access To The IFL Manual VaultClick here […]

The Ridiculousness Of Google Searches and ‘Secure 2.0’ Goals

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. The Ridiculousness Of Google Searches and ‘Secure 2.0’ Goals On today’s show, we discuss how ridiculous some Google searches for retirement planning can be and what red flags you should look out for. We also talk about the current Secure 2.0 Bill […]

Financial Planning In Biden’s America

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Financial Planning In Biden’s America We’ve surpassed the first 100 days of Joe Biden’s presidency and, so far, it has already provided plenty of fodder for discussion in the financial planning realm. Let’s look at some of the top issues of the […]

March Madness & Retirement Planning

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. March Madness & Retirement Planning With March Madness about to come to a close and the NBA Playoffs around the corner, basketball is still on the mind for some people. What can we learn about retirement planning by exploring some concepts in […]

The Roth Conversion

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. The Roth Conversion Is a Roth Conversion right for you? There are many different financial firms advertising this strategy right now, but it can be difficult to know this is truly something that will work well with your plan. We dive into […]

Elections & The Market

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Elections & The Market This year’s election is on the horizon and many people have strong emotions and opinions going into it. It’s common that we hear one candidate will make the stock market crash, while the other one will be beneficial […]

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Colton G.
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Love the way this company uses its expertise to help others and use its platform to help others to become familiar, and a part of, Fold of Honor!
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Delightfully professional, persistent, and really absolutely excellent communication .