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In this week’s Hidden Wealth Reviews, I teach about the two most important rules of retirement; rules that are more critical now than ever. Rule number one is simple, you must save enough. Rule number two is just as vital, you must have a plan to make that savings last. Unfortunately, most Americans only focus on saving and they overlook the need for a system to protect, grow and sustain the retirement they’ve built. The simple question to ask yourself is, do you have a portfolio or a comprehensive, holistic plan?
Right now, Washington is in turmoil. The extension of the Tax Cuts and Jobs Act barely passed the House and the Senate is pushing back over concerns about the national deficit. We’re looking at a proposed $5 trillion increase to the debt ceiling, with the Congressional Budget Office projecting $3.8 trillion in added deficits over the next ten years. This year alone, deficit spending is set to exceed $2.2 trillion. With the continued uncertainty about tariffs, rising interest rates and global instability, the risks to retirement are growing rapidly.
Now is not the time to gamble. Now is the time to prepare, protect and prevent. This why I teach that having a portfolio is not enough. You need a plan with a purpose; a strategy designed for sustainability and this strategy must include a system. The acronym I share often is SYSTEM: Save Yourself Time, Energy and Money. The missing rule for retirement is: “You do not rise to the level of your goals. You fall to the level of your systems.”
We recently helped a client who was averaging about 6% returns while facing the risk of losing more than 30% of her retirement in a downturn. We helped her cut that risk to just 10%, while almost doubling her return to over 11%! The best part is we did it all tax-free! Most importantly, her plan helps her simplify everything. She went from managing multiple portfolios to having a unified retirement strategy. That’s the kind of result you get when you have a real system instead of just a set of accounts.
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This coming Tuesday, I will teach you these same strategies during in my no-cost, no-obligation educational webinar. You may register for this financial educational event at www.RetirementProtected.com. On Tuesday, I’ll share how to reduce your risk, increase your returns and eliminate unnecessary taxes (just like we’ve done for hundreds of clients across the country). I’ll also explain how to use real deductions to offset Roth conversion taxes and how to protect your retirement from market downturns, rising taxes and Washington’s overreach.
Those who register for Tuesday’s webinar, will also receive a complimentary copy of the book, The New Holistic Retirement. This book dives deeper into the exact approach that’s helping proactive retirees create real security and simplicity in retirement. It also explains why accumulation alone is just not enough anymore.
A recent retirement study showed that only 4% of retirees say that they’re “living the dream.” Meanwhile, 15% admit they’re struggling and 63% wish they had done more planning. According to the study, nearly two-thirds of retirees feel unprepared. I want to change that and make sure you’re not part of that statistic.
If you’re serious about protecting your retirement from rising taxes and economic uncertainty, now is the time to act. I want to give you real solutions that have track records of measurable results. I want to teach you solutions that are designed to give you more control, more clarity and more confidence in your retirement.
Follow these steps to register for Tuesday’s no-cost, no-obligation webinar.
- Go to www.RetirementProtected.com.
- Select the webinar date/time you prefer.
- Enter your information thoroughly – make sure to double check your email address.
- Click “Reserve My Spot!”
Once you’ve registered, you’ll receive an email containing a personal access link to join Tuesday’s event.
The only thing certain about the future is uncertainty. The best way to beat uncertainty is with a system that you can count on. Retirement doesn’t have to be hard, but it does have to be smart. Let me teach you how to protect your wealth from Washington. Go to RetirementProtected.com and register now.
Note: We serve Baby Boomers and Retirees all over the Unites States. We have an efficient, supported process to meet online, as we have been doing for over 20 years. Our online meetings are private, the access is restricted and we never share our meeting link with anyone who’s not a part of the meeting.
Chuck Oliver
Wealth Strategist | Best-Selling Author
We help Baby Boomers and Retirees thrive in retirement through a clear retirement road map that provides market correction and tax protection to optimize income and assets!
www.TheHiddenWealthSolution.com
