HAPPINESS IN RETIREMENT™
“Financial freedom is available to those who learn about it and work for it.”
- Robert Kiyosaki
The program is based on 10 core financial philosophies:
Optimism is the only mindset that agrees with history.
Everyone should have full replacement value asset, income and life protection.
Wealth is meant to be enjoyed. Spend down your money, and more in the early retirement years, in a rational and methodical manner.
Stocks, and, in retirement, dividend paying stocks, should make up the bulk of your portfolio at any age.
Every stock market decline is a buying opportunity.
Pay no more in income, real estate and death tax then you legally owe.
Use trusts and will substitutes whenever possible.
Everyone should have a written life plan, and everyone’s retirement plan should be based on the life plan.
Focus on the things that you can control and pay no heed to what is out of your control.
Opportunity cost should be considered in every financial decision.
-
About Happiness in Retirement?
Our clients make up a community of fascinating people with work-optional lifestyles.
-
Program Steps
Your wealth is meant to be enjoyed and we have an approach designed to give you the best chance of maximizing your retirement happiness.
-
Contact us to find out more
To find out if we might be a good fit for you, please contact us to have a confidential conversation
“Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.”
— Pablo Picasso