Since 1983, David Swanson has worked diligently to ensure that every one of his clients has the correct information, products, and tools necessary to create an ideal retirement lifestyle. Working the trading floors in New York and Chicago for one of the world's most prominent investment banking firms, David experienced firsthand the volatility [...]
Texas-based wealth and income planner Rick Dennis knows that for recently retired people and anyone thinking of retiring in the next few years, these are perilous and stressful economic times. Dennis, a Certified Financial Fiduciary®, says that off-the rack, cookie-cutter planning is not the answer to the 21st Century’s unique retirement challenges. [...]
Manoj (Mike) Patel- Comprehensive asset protection and growth for every phase of your financial life. One of Chicagoland’s most respected insurance specialists for over 30 years, Mike Patel’s passion is helping Americans discover how to manage their liabilities, safeguard their assets, and avoid shortfalls in income when they retire. Considered a top expert in the [...]
Dead or Dead Broke? Is there another option for retiring Americans? "Only 4% of Americans are financially successful by age 65. What's gone wrong with modern retirement planning?" -Jon Bellman Texas native Jon Bellman spent most of his working life as an educator, including a 13-year stint as a high school Agricultural Science teacher. [...]
More popularly known as the “Economic Ninja”, Travis Bajema is much more than a dude with a brohawk and a dream. Having packed the experience and wisdom of ten lifetimes into one, he is a sought-after seminar speaker, content creator, and podcast guest. Ninja’s main YouTube channel is approaching nearly a HALF MILLION subscribers with [...]
Do you have a written plan for turning retirement savings into INCOME? Is your current advisor trained on how to successfully design an effective spend-down plan? Is maintaining a desirable lifestyle in retirement and not running out of cash when you no longer work important to you? Michigan-based Rick Sparkman is a passionate advocate [...]
Real life isn't always a bed of roses, but with a retirement life designer like Katie Benson, you can avoid some of the thorns. At first, the connection between floral design and retirement plan design may seem a little hard to grasp. However, once you understand the elements of putting together a visually stunning, emotionally [...]
A bestselling author and founder of The Financial Dignity Movement. ®, Christine Luken has a passion for helping high-earning professionals pay off crippling debt and dramatically increase their net worth. Christine’s books, Money is Emotional, Manage Money Like a Boss, and Dignity After Divorce have made her a popular podcast, television, and radio guest, as [...]
After many years of servicing retirees and pre-retirees, Jeff Stupar has retired. His business is now in the uber-capable hands of Sean Sparkman and Pathfinders Wealth. Here's what Sean Says: We’re happy to announce that Jeff took some of the same great advice he’s been giving you for years and is now ready to retire. [...]
Montana-based retirement specialist, author, and podcast host Bryan J. Anderson grew up in a family where competitiveness and the desire to achieve excellence were required and promoted. As a boy, his parents told him he wasn't allowed to get his driver's license unless he achieved Eagle Scout status in the Boy Scouts. Brian achieved this [...]
An experienced retirement lifestyle designer, Robert Messinger is on a mission to help Americans create their ideal post-work lives. Bob believes that no matter what economic and social challenges seniors face along the way, a safer, more prosperous retirement is still possible as long as you’re flexible and well-planned. Robert Messinger feels that the one-size-fits-most, [...]
Watching the Great Recession of 2008 negatively impact his 401k plan, Jimmy Hernandez knew he needed to learn more about retirement planning, investing, and other aspects of personal finance. In 2010, the San Antonio, Texas native began his journey as a passionate financial advocate, helping both private and public sector retirees and pre-retirees protect their [...]
