How Much Money Should You Keep in Your Business?
Introduction “My advisor keeps telling me to diversify. Why would I move money from a business earning 25% into something […]
Videos
I Stopped Saving at $1M… Here’s What Actually Happened
Reaching $1 million in retirement savings is a major milestone, but what happens if you stop contributing at that point
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1 Decision at 60 is All You Need To Make Your Savings Last
Age 60 is a pivotal retirement milestone, and making the right decision at this point can dramatically extend how long
I Have $2 Million in One Stock and I Can’t Make Myself Sell
One of the most common conversations I have with executives goes something like this: “I know I should sell some
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9 Retirement Goals You Should Look To Achieve Whilst Still Working
Most Americans are behind on essential retirement preparation, and missing key pre-retirement goals can create long-term financial risk. In this
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What a $750K Retirement Gets You If You Never Want to Work Again
Many people assume $750,000 isn’t enough to retire comfortably, but when structured correctly, this nest egg can provide lasting retirement
Only 20% of Businesses Listed for Sale Actually Sell. Will Yours?
One of the more surprising statistics I’ve come across in recent years is that only about 20% of businesses that
Videos
The Unbelievable Statistics about Average Retirement Savings
Most “average” retirement savings statistics are misleading and can create anxiety instead of clarity. In this video, we break down
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I am 61 with $1,400,000 in Savings. Can I Spend $10k a Month?
If you’re 61 with $1.4 million saved, can you realistically spend $10,000 per month in retirement? In this video, we
Why People With $3 Million Still Feel Financially Unsafe
One of the strangest things about retirement planning is that people with $3 million often feel almost as anxious as
