Dreaming of a retirement where you truly relax, without the fear of having to return to the grind? Embrace the StayRetired™️ planning model and your dream can become a reality. This book will introduce you to the ten StayRetired™️ steps, from “Establish a Spending Plan” to “Create a Lasting Legacy.”

Financial planning isn’t just about numbers on a spreadsheet or dollars in a bank account. It’s deeply intertwined with your aspirations, your dreams, your family, and the lasting imprint you wish to leave behind. Your decisions today can profoundly affect your loved ones’ tomorrow. In this book, you’re not just going to learn about numbers or market trends. You’ll discover the art of intuitive retirement planning: how to personalize your financial plan and address your unique needs. You’ll learn the ropes of informed decision-making and read a few stories of client successes (and cautionary tales). From breaking down Social Security strategies to navigating the challenges of aging, each chapter is designed to empower you to craft your own unique financial narrative. By the end, you’ll have a robust understanding of how to retire and – more importantly – how to StayRetired™️.

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