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.
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It gives no year-by-year forecast.
It spends the capital you spent decades building.
One market correction can force permanent lifestyle cuts.
Introducing The Retirement Blueprint™
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.
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
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.
Lifetime. Rewatch anytime.
Our methods work best if you’ve saved $500k+ and earn $100k+, but the principles apply to any serious saver.
Yes. Use the Blueprint concepts to pressure-test your current plan.
Information presented is educational and not individualized advice. Results shown in case study are illustrative. Registration confirms consent to receive educational emails; unsubscribe anytime.