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Biggest Risks In Retirement
Never Run Out Of Money
Should You Retire at 62?
Should You Retire Later?
Ok... So Who Am I?
I'm an Enrolled Agent by the US Treasury (the highest credentials on taxes by the IRS), an Amazon Best New Release Author on Taxation who specializes in retirement, and a son who loves his father and watched him struggle in retirement. And here's my credentials in black and white.
Here's My Story
I left for Europe in 2014 with my young family as my father was entering retirement. As any dad would do to protect his son he told me he was fine. When I came back in 2020 I came back to a beat-up house and he was struggling. My father is my best friend, my best man at my wedding and this was incredibly painful.
My father would never let me do his taxes so I wouldn’t see his financials. I strive to give exact advice I would give my father as I know the mistakes retirees do to try to get enough money to retire and what to avoid.
My father has made a lot of bad decisions trying to get enough money to retire. Mistakes thousands of retirees make because they are afraid their plan won't work.
I've made it my goal that people retire happy, take the biggest risks they have off the table, and enjoy their retirement instead of trying to outsmart it.
No matter how smart the planning for your retirement, or how well you plan or create models you can't answer the only 2 questions you need to know if you can be happy when you retire: how long you will live and what the market will do tomorrow, let alone 5 years or 10 years from now. To me the stress, frustration, and almost genius-like intellect needed to pull off that model for the majority is a recipe for depression and never living the retirement you promised yourself.
No matter how many people I've helped I've come to the same realization: the retirement that let's you have an epic retirement and boring money is the best plan. It's not just the economic and scientific facts for an optimal retirement, it's also the human side of relaxing.
My grandfather and my father are 2 perfect examples of modeling retirement. My grandfather focused on income and my father on assets. When my grandfather wanted to go on trips, take winters off to Florida from NY he could. My father focused more on asset building and worry. My grandfather retired young and happy. My father with the worries he could never relax.
My goal is to tell you I truly care about your retirement, about you, and the life you created for yourself and only do what is best for you. I promise to be a straight-shooter who is compassionate for your situation.
If you need help in retirement I'm happy to help you along the way succeed in retirement which is best for you.
You need to follow economic and mathematical facts for an optimal retirement
What you don't need is pie-in-the sky simulations, probabilities, and (let's be frank) guesses if you will make it to the end with enough money. There is only 1 goal you need in retirement: to make it to the end.
We focus on taking your biggest risk of retirement off the table: LONGEVITY
What you need is someone who not only cares about you and what's best but has the scientific and economic facts on the best way to retire. That's what we do and how we'll treat you.
What We Can Do For You
1. We do a courtesy 15 min call. Our only goal is to see what your goals are and to see if we can help you reaching your goals.
2. We do a free longevity risk assessment to make sure you are tax optimized and how we can best help you lower one of your biggest expenses.
3. We give our feedback to see how you want to proceed. There is no risk or cost to you to get a free evaluation.