Playing It Too Safe With Retirement Planning?

Are you someone playing it too safe with retirement planning? In our financial planning, we see many people at or close to retirement spending way too much time being worried about what’s going to happen with their retirement money instead of planning what they’re going to do with it. The entire concept of retirement is the phase of your life where you are supposed to enjoy the fruits of all of the hard work. Unfortunately, many of you spend your mornings and days reading or watching the news trying to figure out how to keep your dreams from being killed by the market taxes, inflation, and political events.

More recently, most people have been worried about the Coronavirus. Some of you have decided enough is enough. You ignore this part of your life and stick your head in the sand like an ostrich, hoping your investments will get better. Many of you have your entire life savings parked in money markets, CDs, or even under your mattress. After all, it’s safe, right? Well, you are right, it’s safe, but it’s doing nothing to guarantee you a lifetime of income.

It’s our mission to point you in the right direction based on your goals. That should be every financial advisor’s job. You see, there’s one thing that I know that many financial professionals don’t. I know that your retirement money belongs to you, not me. Working together, we can secure your guaranteed growth and a lifetime of income you can’t outlive. You can do something else, work with us or do nothing.

If you want to do something, we invite you to work with our financial planning team and open an account that will give you up to a 10% bonus on your initial deposit up to 7% compounded interest. Most importantly, we will help provide you with a lifetime of income you will never outlive. You can even make sure your lifetime income lasts for the life of your spouse. Part of our RetireSHIELD Wouldn’t it give you peace of mind to know that your spouse also won’t outlast your money?

Listen to Casey Marx, Smart Money episode “Smart Money – No Losses, Annuities, Guessing Game, Black Swan” on the player below or on your Apple Podcast App or Android device.