Retirement Done Right
Keep your lifestyle. Keep your peace of mind. The research says you can have both.
The Problem
You've been told to save as much as possible, invest aggressively, and hope the market cooperates. But what happens when it doesn't?
Sequence of returns risk, market volatility, and longevity uncertainty can devastate even the most carefully planned portfolios. There's a better way.
"Will I run out of money?"
It's the question that keeps retirees up at night. But it doesn't have to be.
The Films
We travelled across America to document families who locked in their lifestyle—and transformed their retirement experience.
Exposing the myths that put your retirement at risk and revealing the research-backed strategy top economists recommend.
Following real families who conquered their retirement fears and achieved the peace of mind that comes from financial certainty.
The Method
Four steps to mathematically increase your odds of a successful—and peaceful—retirement.
Identify and categorize your current income sources, assets, and existing guarantees to understand your starting point.
Structure guaranteed income to cover your essential monthly expenses—housing, food, utilities, insurance—no matter what.
Build in increasing income streams so your purchasing power keeps pace with rising costs over a 20-30 year retirement.
Plan for the other retirement risks—sequence of returns, longevity, healthcare costs, and market volatility.
The result: Your essentials are covered for life. Everything else becomes upside.
From Those Who've Locked In
"We finally stopped worrying about the market. Our basic expenses are covered no matter what happens."
Robert & Linda M.
Scottsdale, AZ
Take The First Step
See the research and real stories that prove this approach works.
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