Free Training For Bedford Retirees, Soon-to-be-Retirees, and Those Saving for the Future

How To Ensure That You’ll Never Run Out
of Money in Retirement

(Regardless of Whether the Stock Market is Up, Down, or Sideways)


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What You're Going To Learn:

The 5 fears most retirees (or soon-to-be retirees) have and how
to eliminate them in retirement

What rate of return your investments REALLY get (hint: It's not
anywhere near the 12% you've been told)

How Your Greed and Fear play into your investing behavior

The most devastating risks you face in retirement and how to
plan around them (#1 is an absolute portfolio KILLER)


How would you like to eliminate the five fears most retirees have and make certain you never run out of money in retirement?
Our goal is simply to structure a plan for you that will alleviate your fears and allow you to retire with confidence.
Our hope is that in designing a retirement plan that ensures you can't outlive your income; you will have the freedom to dream and to pursue what you've always wanted to do - those things that you couldn’t do because you had to work nine to five. Just because you stop working doesn't mean that you stop living and that you don't have other ambitions that you want to see to completion.
What having a solid retirement plan like this does is allows you to focus on the big things in life. When you don’t have to worry about money, you'll have an attitude of abundance vs. scarcity while enjoying your retirement years. You will have a confidence about yourself in retirement knowing that no matter what, you're not outliving your income, and no matter what, your assets are growing. You’ll sleep better at night knowing that you have control of those assets. So many retirees live in a world of scarcity once they step into retirement because they have no idea what's going to happen to their money or how long it's going to last.
One question I ask my Bedford clients is, "In retirement, how much of your assets are you okay with having at risk?" The majority of people say, "Well, if I don't have to have it at risk, I would love a 100% of it not to be at risk. Or maybe a small sliver I'm okay with it." You see, the reality is that most people don’t want to take any unnecessary risk with their money; however, so many people have been told the only way to get ahead is to in fact rachet up the degree of risk if they want to ensure they’ll have money in retirement, and that’s just not that case.
The most critical time to avoid market volatility is the five to 10 years before retirement, and the five to 10 years after retirement. To put it in standard retirement ages, the five to 10 years before and after your retirement date, is essentially ages 55 to 75 for many people, and that 55 to 75 is your “Retirement Red Zone”. That is when your portfolio cannot sustain double-digit losses consecutively, or you WILL run out of money. It's an extremely important time in life, and there are ways around it, there are ways to ensure that the “Red Zone” doesn't have to be so red.
So, creating a retirement plan can be complex. You have many goals to achieve. We have to guarantee income, we have to make sure that there is a check coming in every single month for the rest of your life no matter what, a check that allows you to pay your bills and do whatever it is that you want to do. We have to beat inflation. We have to minimize taxes. We have to maximize returns because we can't stay stagnant. We can't expect a zero rate of return for 30 years. We have to minimize risk so that we can truly in retirement with peace of mind and we have to leave a legacy - whether that legacy is a surviving spouse or a family legacy that is near and dear to us. 
When you decide to work with me and my team at White Rhino, we have the tools to tackle these complex issues and create a retirement plan that will meet your emotional and financial needs for a lifetime.

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