Welcome to the home web-site for my new book Retiring Without Risk. 

If you've been wondering where "the best" place to build wealth for retirement, you've come to the right place.

In the first half of Retiring Without Risk, I break down the math of various traditional wealth building tools (such as stocks, mutual funds, IRAs, and 401(k) plans) for those that are 25-55 years old.  Then I compare these traditional tools with Retirement Life™ (which is one of the most protective and tax favorable tools that few know about).  

In the second half of Retiring Without Risk, I break down the math of various traditional wealth building tools (such as stocks, mutual funds, IRAs, and 401(k) plans) for those that are 55 and older.  Then I compare these traditional tools with guaranteed return tools that are coupled with a guaranteed retirement income for life that cannot be outlived.

While I think the written material and charts/numbers in my book does a good job of conveying the concepts so readers can Retire Without Risk, I thought offering a few educational videos on this web-site might be helpful.

The videos you can view by clicking on the links below give a brief overview of two of the tools covered in my book.  If you like the protective and/or tax-favorable ways these tools can help you build wealth, I recommend you buy a copy of my book to learn more about them. 

If you can’t wait to receive the book and want more information now and would like to speak with a locally trained professional about one of both of these tools, please click here fill out the request for help form (or you can e-mail info@retiringwithoutrisk.com.

Videos:

1) How to earn a 7% guaranteed rate of return (accumulation value) coupled with a guaranteed lifetime income stream.

Click here to view the educational video.

2) How to grow wealth in a tax-free manner with no downside risk when the stock market goes negative using Retirement Life.

Click here to view the educational video.

I’m pleased to announce that my new book has been a real hit with advisors of all kinds (financial planners, insurance advisors, CPAs, attorneys, CFPs, etc).

I suppose it makes sense since the book is the only for public book written to date that covers the use of Retirement Life to grow wealth in a tax-free manner where for retirement and the very useful FIA with the guaranteed income rider.

I train advisors through The Wealth Preservation Institute (www.thewpi.org) and my CWPP, CAPP, and CMP certification/educational courses (the only “advanced” course in our industry today).

If you are an advisor looking to attract and provide the best advice to “affluent” clients, taking the CWPP course is an absolute must. 

Having said that, taking the CWPP is not a mandatory to learn the concepts covered in Retiring Without Risk.

I put on multiple training seminars every year.  If you are an advisor and would like to be added to my educational e-newsletter so you can keep up to date on my training seminar schedule, please click here.

After you sign up, you will start receiving weekly newsletter covering topics such as:

-Asset protection
-Income tax reduction strategies
-Stock market risk mitigation strategies
-Advanced estate planning strategies
-Corporate structure issues

And much much more…

If you are a consumer (non-advisors) and would like to be added to my bi-weekly e-newsletter list, please click here.