Broker Check

Are You A Retirement Rockstar?

Do you meet the rockstar criteria? Listen and find out!

Every week on Straight Talk on Retirement we discuss individuals that meet rockstar status. As Jeff likes to say, "our clients bring us a diamond and our job is to polish it."  We had nothing to do with the success our clients have had in the past, but our goal is to help them preserve, protect and prudently grow their assets, help them do the things they want to do in retirement, and support them every step of the way – we are their biggest cheerleaders.  That being said, we want to make the process fun, because it is.  It is exciting to know that what you have worked your entire life to accomplish can potentially become a reality.  Our clients trust us with their lives' work and we take that responsibility very seriously – but we also are invited along on the ride, and it should be a fun one – because they have earned it!

Are you ready to become a Retirement Rockstar?  


They've reached WHO status, baby! Tune in! 

The case studies are situations are hypothetical situation based on real-life examples. Names and circumstances have been changed. The opinions voiced in the material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.


The case studies are situations are hypothetical situation based on real-life examples. Names and circumstances have been changed. The opinions voiced in the material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.


Bill and Hillary's main concerns: do they have enough money and WHAT to do with healthcare. They're not sure where to start. See what Jeff and Erin recommend.

The case studies are situations are hypothetical situation based on real-life examples. Names and circumstances have been changed. The opinions voiced in the material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.


DANG - Jack and Diane are almost Mick Jagger status! They will be retiring comfortably, but how comfortably? 

This is a hypothetical situation based on real-life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.


They are READY to go and plan to retire in August. Joe has a pension of $900 a month, both social securities are about $3700 a month. How did they come up with that number and what are their cash flow needs to make their retirement happen? Jeff and Erin break down the rules and regulations regarding their benefits to see if they meet Rockstar criteria.

This is a hypothetical situation based on real-life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to
provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.


David emailed in wanting to know how to become a rockstar. He is thinking he should move his investments to cash to save his gains. Is this the right move?

This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing


Tom and Louise are continuing to work until their Medicare eligible. As most folks know, healthcare is expensive. Jeff breaks down their monthly expenses, social security, and pension, and decides if they are on the right track to confidently retire.

This is a hypothetical situation based on real-life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.


Paul, Sales Manager, is retiring alongside his wife, Linda, Computer Analyst. They are super savers - don't have pension plans, not taking social security benefits until normal retirement age with no mortgage debt, no credit card debt, and - oh my god - no student loan debt they are paying for children! Find out why they are Retirement Rockstars.

The case studies are situations are hypothetical situation based on real-life examples. Names and circumstances have been changed. The opinions voiced in the material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.