News

20
Aug

Theory of Opportunity Cost

Theory of Opportunity Cost Savers should always be concerned about counting their costs when it comes to retirement saving. Trying to save when fees and taxes are eating away at returns is like trying to fill a leaky bucket.   Let’s Get Started! Source: WorryFree Retirement Theory of Opportunity Cost

13
Aug

Back To School Financial Guide For 2019

Back To School Financial Guide For 2019 In a recent study conducted by the ‘National Retail Federation and Prosper Insights and Analytics’, it was found that the average American family will spend just south of $700 for back-to-school costs in 2019. Is your child soon to be a college student? The same survey reported you should be ready to spend

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13
Aug

Real World vs. Perfect World 401(k)

Real World vs. Perfect World 401(k) As I always say, the 401(k) is a GREAT savings tool, but a lousy planning tool in retirement. Check out this video from the latest episode of The WorryFree Retirement® where Tony explains how saving within the 401(k) in the Real World is far from a Perfect World scenario when inflation, fees and taxes

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8
Aug

Tony’s Five Keys to Retirement Success

Tony’s Five Keys to Retirement Success Everybody seems to have their own keys to success. I came up with my own little pyramid of retirement success… It’s not as rambunctious and thorough as the great Coach John Wooden’s, but it’s pretty good if I do say so myself! These are five keys to a successful retirement that I’ve learned over

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8
Aug

Mark Twain Would Have Loved Tony’s Latest Video

Mark Twain Would Have Loved Tony’s Latest Video Famed author Mark Twain once said, “You never really know someone til’ you share an inheritance with them.” No more true than this statement is the fact that many of the people Tony meets have no estate plan in place, or if they do, have outdated documents in place. If you’re okay

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7
Aug

The Pyramid of Misdirection

The Pyramid of Misdirection On the latest series of The WorryFree Retirement®, Tony focused on the Pyramid of Misdirection – A deep dive into the ways that the ‘Financial World’ misdirects Savers. Do you feel like the ‘Financial World’ is misdirecting you? Check out the quick video below for Tony’s introduction of the Pyramid of Misdirection and visit our YouTube

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24
Jul

Why RISK when you don’t have to?!

Why RISK when you don’t have to?! “Risk causes Savers to worry and worry is merely a symptom of a greater fear… Running our of money!” – Tony Walker So why RISK when you don’t have to…? In many cases, Savers’ income goals can be met and lifestyles can be maintained without the risk of unnecessary stock market returns. In

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18
Jul

10% GUARANTEED Annuity Returns? Buyer Beware!

10% GUARANTEED Annuity Returns? Buyer Beware! Before an advisor entices you with a juicy steak dinner and a ‘Guaranteed 10% Return on an Annuity’, please educate yourself on what exactly you’re getting into. Annuity bonuses can provide a great benefit for Savers in retirement, especially when they’re interested in Mailbox Money®… but these bonuses also provide unscrupulous advisors the chance

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9
Jul

Sizzlin’ Summer Series: PART 3

Sizzlin’ Summer Series: PART 3 What does Summer remind you of? Maybe it’s the feeling of jumping into a cool pool after a day in the summer heat; or maybe it’s the sound of the ice cream truck as you are bolting out the door with whatever change you could get your hands on. From lazy days in air conditioning

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3
Jul

Age 70 1/2… Now What!?

Age 70 1/2… Now What!? You’ve deferred long enough… Time to pay up! Do you have a plan to maximize your Required Minimum Distribution instead of arbitrarily drawing the money out and paying the taxes? That’s what we’re here for. Monitoring Your Progress at all ages and stages of retirement. Check out Tony’s strategies in this short video:   The

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