Skeptical? Not ready to move forward? I get it.
If you do not want to schedule a meeting... you choose to procrastinate. Again, I get it.
However if you want more info feel free to purchase my books on Amazon or gain free access to the books and the Digital Retirement toolkit (in exchange for your email)
Referenced in the Podcast
Important-Numbers-2022 (2) (pdf)
DownloadImportant-Numbers-2023 (3) (pdf)
DownloadWhat-Issues-Should-I-Consider-When-Reviewing-My-Estate-Planning-Documents-2023 (pdf)
DownloadWhat-Issues-Should-I-Consider-Before-I-Retire-2023 (pdf)
DownloadImportant-Milestones-2023 (pdf)
DownloadImportant-Dates-2023 (pdf)
DownloadWhat-Issues-Should-I-Consider-With-My-Social-Security-Retirement-Benefits-2023 (pdf)
DownloadWhat-Documents-Do-I-Need-To-Keep-On-File-2023 (pdf)
DownloadWhat-Issues-Should-I-Consider-When-Buying-A-Home-2023 (pdf)
DownloadWhat-Issues-Should-I-Consider-When-Purchasing-Long-Term-Care-Insurance-2023 (pdf)
DownloadWhat-Issues-Should-I-Consider-For-My-Aging-Parents-2023 (pdf)
DownloadWhat-Issues-Should-I-Consider-If-My-Spouse-Has-Been-Diagnosed-With-A-Terminal-Illness-2023 (pdf)
DownloadWhat-Issues-Should-I-Consider-With-My-Social-Security-Retirement-Benefits-2023 (pdf)
DownloadWhat-Accounts-Should-I-Consider-If-I-Want-To-Save-More-2023 (pdf)
DownloadWhat-Issues-Should-I-Consider-During-My-Divorce-2023 (pdf)
DownloadShould-I-Pay-Off-My-Mortgage-2023 (pdf)
DownloadAm-I-Eligible-For-An-IDR-Plan-For-My-Federal-Student-Loans-2023 (pdf)
DownloadWill-Healthcare-Change-As-I-Transition-Into-Retirement-2023 (pdf)
DownloadShould-I-Change-My-Medicare-Coverage-During-Open-Enrollment-2023 (pdf)
DownloadIf-I-Retire-Early-Should-I-Buy-Health-Insurance-Through-The-Health-Insurance-Marketplace-2023 (pdf)
DownloadAm-I-Eligible-For-Social-Security-Benefits-As-A-Surviving-Spouse-2023 (pdf)
DownloadWill-A-Distribution-From-My-Roth-IRA-Be-Tax-And-Penalty-Free-2023 (pdf)
DownloadWhat-Will-Have-The-Least-Tax-Impact-Harvesting-Capital-Gains-Or-Roth-Conversions-2023 (pdf)
DownloadShould-I-Establish-A-SEP-IRA-Or-A-SIMPLE-IRA-Plan-For-My-Small-Business-2023 (pdf)
DownloadCan-I-Make-A-Backdoor-Roth-IRA-Contribution-2023 (pdf)
DownloadCan-I-Make-A-Deductible-IRA-Contribution-2023 (pdf)
DownloadCan-I-Make-A-Mega-Backdoor-Roth-Contribution-2023 (pdf)
DownloadWill-I-Avoid-Medicare-Enrollment-Penalties-2023 (pdf)
DownloadCan-I-Contribute-To-My-Roth-IRA-2023 (pdf)
DownloadCan-I-Make-A-Deductible-Contribution-To-My-HSA-2023 (pdf)
DownloadTaxes In Retirement Educational
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