Wealth Energetics

Does your financial strategy give you confidence for meeting your income needs in retirement?

Does your strategy give you peace of mind of not losing money from market losses like we just experienced?

Most people we talk with have ZERO clue if they have enough money,

how to best meet income needs beyond what social security will provide,

or how to make their investment portfolio last longer and be able to safely withdraw more.

Many people worry they haven't built up enough of a nest egg.

Many people don't understand which financial products are best for growing money vs. which ones are best for drawing income in retirement (hint: they aren't the same tool 😉)

Even worse, many people's financial advisors have a narrow-minded, one-track solution that revolves solely on stock market performance.

But their advisory isn't accounting for the 5 years leading up to retirement and the first 5 years of retirement and how to manage the risks of market losses during those 2 critical periods.

Most advisors actually talk clients out of the very financial tools that will create a stable retirement for income, managing the top 5 risks in retirement!

How crazy is that!?!?!

If this is you and you need help strategizing for retirement so you feel safe and secure knowing your money is in alignment with what you want your money doing and what you want your retirement to look like, schedule a call at the link in the comments 👇

How do you feel about recent stock market losses?

How do you feel about your current financial plan?

If you're nearing or in retirement did you know the 5 years leading up to retirement...

And the first 5 years into retirement are the most critical to not have large losses in your portfolio?

Most people don't know that the tools that best grow our money are the least efficient for drawing income and require more money to give you the same amount of income in retirement.

Most people don't know how to transition a portion of their portfolio to guaranteed income in retirement.

Most people don't know how to take a portion of their portfolio and protect it from stock market losses during those critical 5 years before retirement and the first 5 years of retirement so they don't risk running out of money or have to go back to work.

If you need help planning for retirement and making sure you are safe from the five biggest risks that people face in retirement that many advisors are not aware of or plan for, comment "5" below 👇

How you show up today, the growth you embody, positively impacts other people...

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If you're building wealth and not addressing your inner work you're only doing part of the work.

If you think investments, insurances, businesses, etc are going to get you there by themselves, you're missing the vital piece of how to make permanent transformation in your life.

You have to change the master systems of the body...

Your nervous system from keeping you from success

Your energetics from not embodying your goals, dreams, and purpose.

If you skip the inner work, you'll likely default to your old patterns and continue to create a life less than you're aiming to.