— Retirement Planning Resources

Retirement Resources Built for the Real World

Films, guides, and books covering income planning, Social Security, taxes, legal account structure, and what is actually coming economically. The education most advisors will never put in front of you — explained in plain language.

Books

THE JOSEPH STRATEGY

A 5-step financial game plan to achieve the retirement of your dreams.

ESCAPE TO TENNESSEE

The pros and cons of retiring in Tennessee.

HER SAFE RETIREMENT

Seven strategies for women. To retire safely and comfortably.

Guides

YOUR RETIREMENT INCOME PLANNING CHECKLIST

A step-by-step guide to securing your financial future.

TAX PLANNING IN TODAY’S ECONOMIC ENVIRONMENT

Smart strategies to keep more of your hard-earned money.

DON'T LET HEALTH CARE EXPENSES DERAIL YOUR RETIREMENT

How to plan for long-term care and protect your savings.

Films

The Retirement RESET

Every IRA. Every 401k. Every Brokerage Account. Vulnerable

The psychology of Retirement

The psychology of retirement is a thought provoking documentary style film.

The retirement deception

Exposing the myths and hidden truths about retirement planning.