You deserve to spend the 2nd phase of your life doing what you want to do, not what you have to do.
Unfortunately, the goals and conflicts of interest entrenched within the financial industry and the media can create a financial fog which can leave you feeling anxious and confused about your ability to transition to retirement without the constant fear of running out of money.
Implement these 3 critical strategies so you can confidently transition to the life you’ve earned.
The unfair result of this Financial Fog is one of two paths that too many dedicated savers end up taking.
Discover the third path to living the life you’ve earned.
When dedicated savers approach The Paycheck Dependency Threshold™, they take one of three paths:
After 30+ years of hands-on work with hundreds of individuals and couples, I’ve witnessed how frustrated dedicated savers feel when they find themselves on path one or two.
I also know how liberating it is for them to discover there’s a third, clear option…a way to make confident, informed decisions during this transition which help them live life 100% on their terms.
Here’s the Bottom line: To free yourself from dependence on your paycheck and confidently transition to the life you’ve earned, you must have 3 critical strategies in place.
- 4 numbers you must know with 100% certainty to confidently transition to the life you’ve earned
- How two couples with the same savings, social security, and pension retirement income can have completely different results
- Tax saving strategies for withdrawing from your Retirement Bucket™ of Investments
- The one number you must know before you invest
- 3 key facts and principles every evidence-based investor must adhere to
- The key answer you must know to confidently spend what you’ve saved without fear
Jack Phelps, Relaxing Retirement Coach founder: Prior to developing The Relaxing Retirement Coaching Program™, Jack spent five years as a registered representative with Prudential Financial Services. In 1989, Jack graduated from Holy Cross College in Worcester, MA with a B.A. in Economics. Jack lives in Natick, MA and Chatham, MA with his wife, Colleen, and their two children, Caroline and Michael.