Stop Guessing—See Exactly How Your Money Lasts Through Retirement

Free 20-minute training reveals the math-driven plan high-earning pre-retirees use to lock in lifetime income, slash taxes, and retire with confidence. 

What You'll Learn:

  • Turn Savings into a Personal Paycheck: Build a pension-like income stream that covers essential bills for life.

  • Slash Your Lifetime Tax Bill: See the tax map that can keep six figures in your pocket—legally.

  • Crash-Proof Your Portfolio: Stress-test a 2008-level downturn and discover how to keep withdrawals flowing.

  • Protect Against Inflation & Healthcare Costs: Guardrails that adjust income and earmark funds for Medicare & long-term care—before the bills arrive.

Get Instant Access

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45 minutes • Zero cost • Immediate actionable insights

The Hidden Problem

The 60-40 “Plan” isn’t a plan at all. You’ve been told a balanced portfolio and a 4 % withdrawal rate will see you through. Reality? 

  • It gives no year-by-year forecast.

  • It spends the capital you spent decades building.

  • One market correction can force permanent lifestyle cuts. 

Until you have a true, numbers-driven roadmap, anxiety will keep whispering: Will we be okay?

Introducing The Retirement Blueprint™

A Math-Driven Roadmap—Not Another Guess The Retirement Blueprint™ is Kasey Byrd’s step-by-step system that: 

  • Locks in an Income Floor before a single investment dollar is at risk.

  • Stress-tests your portfolio against every major crash since 1929. 

  • Maps taxes 20 years forward, so the IRS gets less while you keep more.

  • Integrates healthcare, long-term-care & legacy goals into one projection.

All refreshed annually—so your plan adapts as life and markets change.

Case Study Snapshot

Inside this free training, you'll learn how John & Jane turned a $2,500 gap into a $1,500 surplus through strategies like:

  • Optimized Social Security timing → +$7,200 per year

  • Created a $3,000/mo guaranteed income stream from IRA funds

  • Re-engineered portfolio for +1.9 % higher historical return with lower risk

  • Four-year Roth-conversion ladder projected to save $95,000 in taxes 

Result: A projected $1,500 surplus every month—through age 95—even after a stress-tested market crash.

About Kasey Byrd

Your Guide to Mathematical Certainty

Kasey Byrd, Fiduciary Advisor, has spent 8 years helping successful professionals aged 55–65 retire on their own terms. A fiduciary advisor overseeing more than $65 million, he’s been featured in Educational events for turning complex retirement puzzles into simple, actionable roadmaps.

Is this a sales pitch?

No. It’s 25 minutes of strategy and proof. At the end you’ll have the option to book a personal call—only if you want deeper help.

How long do I have access?

Lifetime. Rewatch anytime.

Do I need a million dollars saved?

Our methods work best if you’ve saved $500k+ and earn $100k+, but the principles apply to any serious saver.

I already have an advisor—should I watch?

Yes. Use the Blueprint concepts to pressure-test your current plan.

Your Retirement Clock Is Ticking—Start Watching Now

20 minutes • Zero cost • Immediate actionable insights

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Information presented is educational and not individualized advice. Results shown in case study are illustrative. Registration confirms consent to receive educational emails; unsubscribe anytime.