Do Any Of These Sound Like You?
- Hoping to retire within the next 5 years?
- Wanting answers to retirement questions?
- Needing to know if you will have enough money?
- Wishing for answers about retirement income planning?
- Hoping for a comfortable retirement without unreasonable risks?
If you can relate to any of these questions, we would like to send you a free subscription to our new video series, Countdown2Retirement. Twice a month, you will receive an email with an attached video where we will discuss insights, strategies, and techniques to help you pursue a more successful retirement. Click the picture on the left for a video introduction.
Here's how it works. About every two weeks you will receive an email from me that says "Countdown2Retirement" in the subject line. It will contain:
- A link to an educational video on an important topic relating to your retirement. Topics will range from when and how to pull the trigger on retirement to what to do with your insurance and how to invest your retirement funds right now.
- Interesting and helpful materials related to the subject of the educational video.
- Recommendations of things to do that can give you an extra edge in your personal "countdown" to retirement.
Best of all — Countdown2Retirement is free.
You get all the videos, all the emails, and the recommendations without any charge. Yes, we hope you will become a client someday, if and when the need arises. But in the meantime, this is our way of showing you the value of real financial planning—especially as you approach retirement. We believe that the strategies and insights you learn from these educational videos and emails will prove to be the best coaching you will receive as you prepare to retire.
I personally pay out over $20,000 per year for the privilege of spending an exclusive hour per week with some of the best investment and financial planning experts in the country. And I am willing to share the relevant parts of what I learn from them with you—for free. That's a lot of value wrapped up in these Countdown2Retirement emails and educational videos.
These are not professionally produced videos. They are just me sitting at the desk or writing on the whiteboard, just as I would do if you were here in the office with me and we were having a conversation across the desk.
Do you want to retire before age 80?
Of course you do! Or at least you want to be able to retire before then.
Not long ago, a man came to our office for a free initial consultation and said that he had figured out the solution for his retirement savings, which had been steadily dwindling for the last two years. He said, "No problem, I'll just plan to work until I am 80."
Well, working until 80 is fine if you enjoy the work. But having to work is not my idea of a comfortable retirement.
So what can you do now to raise the probability of having a comfortable retirement at the right age for you?
Your best strategy is education.
Knowledge is the key. You need to know what is really going on, and understand the overall picture of our economy. You need to know where you should position your investments to reduce your level of risk but still have the potential for growth.
In the upcoming editions of Countdown2Retirement, look for answers to important retirement questions like:
- How have retirement fund investors been making a reasonable return in today's roller coaster markets?
- How can investors potentially lower the risk exposure of their savings and investments without giving up the potential for growth?
- Are there investments you should change, so that you have a greater potential to make money during the market crisis?
- What strategies can you use to raise your level of confidence for your financial future?
- What are the best techniques to help prepare you for a productive and meaningful retirement?
If you want to feel more confident about your retirement plan, you'll want to carefully watch each and every one of these educational videos.
Congratulations on your goal to retire successfully! I am looking forward to continuing to work with you.
Yours for a prosperous retirement,

Certified Financial Planner™
Email us at info@fsiplanners.com to subscribe.