Rick Santelli, Boston College Center, Cnbc discussed on Coach Pete Financial Safari


Planner, not we're also gonna give you copy this investment returns defined benefit I define contribution planned workbook from the Boston College center for retirement research there. But what we'll do is is we're going to help you take that mystery out of the financial planning process by mapping out for you where you are right now in your financial planning process, if let's look at where you are for your retirement plan. Let's look at where you are for how much income you're going to get for the rest of your life. And what's also make sure you're never going to outlive that income number one boy people have as outliving their money. Now, we're gonna we can counteract that we can get rid of that we can eliminate that worry whilst going to run a fee report. Now, this report is very very important because it helps you untangle what working with your current planner or plan or adviser is really costing you. We can show you buy. How you could simply protect your retirement investments by using the right, tools and strategies, and if you do that, you could experienced dramatic growth potential in other words, let's look at where you are. Now, let's make sure that you're not doing the wrong thing. Let's isolate in a dentist by places where you may be overpaying fees and not realize it. Yeah. Let's also look at your standard deviation. How much risk you're taking? I how much return you're getting. Well, let's see if the sacrifice between that is to garbage. And as we get close to that financial red zone ten years out of retirement, fifty two or older, basically, if you're fifty two or older need to look at your standard deviation, you may be taking way too much risk to get way too. It'll return, so let's let's eliminate or tame down some of that risk to make sure that our retirement does not go away. Right. When we need it the most. Okay, we're also going to tax analysis that could reveal to you how you could possibly this is a novel concept, reduce your taxes. Always fun to do legally, by the way, absolutely now, the most important part of this whole process, so as we'll custom design an income plan for you that utilizes strategies and techniques which could turbocharged your retirement income and take the Warri out of living in retirement in short will help you take the guesswork out of the financial planning process for the next twenty callers, that's a comprehensive financial review there. We're going to give away at no obligation nine hundred ninety nine dollars value. I'm also going to give you a copy of a brand new report financial and political curves making money in the new world. This report by me and Rick Santelli. If you've ever seen CNBC Rick Santelli is on their excellent report, everyone needs their hand on this as well..

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