Finding Solutions for a Secure Retirement

Among the many tools Doug Andrew uses to help his clients live abundantly is one he calls his solution formulator. One of the key things when you want to come up with a financial solution for a secure retirement is to have a clear picture of what you want at the end of the day. For those who understand the elements of a prudent investment, this would include several non-negotiable items. In this episode, Doug explains what those items are and why they matter.

Here’s a snapshot of the topics Doug covers in this episode:

  • Learn why liquidity is essential and which savings vehicles prevent you from having access to your money.
  • A secure retirement requires authentic safety of principal. But beware, because many of the most common retirement plans cannot protect you from loss caused by market volatility.
  • Why does rate of return matter and why do so many people tend to approach their retirement savings with the equivalent of one foot on the gas and the other on the brakes?
  • Why is it important to get these qualities squared away in the right order? Doug explains the thinking behind his LASER test.
  • Discover how taxes can affect your retirement savings and why it’s critically important to protect your nest egg from the effect of future tax increases.
  • Can the dangers of higher taxes, inflation and market volatility be eliminated? Doug explains how he’s been helping people negate these dangers for decades.
  • And much, much more…

Start by visiting with a wealth architect today.

*Life insurance policies are not investments and, accordingly, should not be purchased as an investment.