Retirement Recap.

Discover the essential strategies for managing healthcare costs in retirement effectively. From navigating Medicare options to maximizing savings, learn how to…

In this video, Matt goes through how to optimize your early retirement portfolio for long-term sustainability and how to maximize income while minimizing tax…

Discover effective strategies for minimizing capital gains taxes and maximizing your wealth. From understanding tax rates to implementing tax gain harvesting…

In this video, Matt teaches you how you can go about optimizing your Social Security Claiming Strategy for an early retirement.

Alex dives into the potential pitfalls of relying solely on the S&P 500 for income in retirement. Learn how diversification across various asset classes can…

Alex dives into retirement income strategy that go beyond the traditional 4% rule. Discover how optimizing your income sources can lead to substantial tax…

In this video, Matt goes through another case study of what a single individual can expect to spend if they retire at 60 and follow a dynamic distribution…

We get the question all the time: Should I pay off my mortgage or keep the money invested? We had a client pay off a 2.8% fixed rate mortgage… and they loved…

In this video, Matt goes through a case study around the pros and cons of Roth conversions for early retirement.

When they came to see us they had $2.3 million and wanted to know what was financially possible for them to really thrive in retirement and fulfill some of the…

In this video, Matt goes through an early retirement case study with a couple that that plans to retire in their late fifties.

The average retirement income. We will show you the numbers so you can see how you stack up.