Chapter 1
Uncover the truth about retirement and kickstart your planning journey with our Expense Sheet.
Chapter 2
Dive into "Keep It Simple, Make It Big" to understand investments and investment accounts.
Chapter 3
Discover why the decisions you make about your Social Security retirement benefit and pension plan are crucial for your financial future.
Chapter 4
If the cost of health care in retirement is your top concern, you're in the right place.
Chapter 6
A financial plan without insurance protection is simply a risky bet. Discover how to safeguard what matters most.
Chapter 7
Dive into "Keep It Simple, Make It Big" to grasp estate planning essentials and prepare thoroughly for the future.
Additional Resources
Keep it Simple, Make it Big
Michael's simple systems put you in the driver's seat to enjoy a lifetime of tax-efficient income, protect your family, and retire on your own terms. Ultimately, this book will help you cut through the BS and put you back in charge.
It’s All About the Income
Learn how to turn those savings into a steady stream of reliable, inflation-adjusted income you can count on for life, and get ready to enjoy a long, healthy retirement on your own terms.
The Simple Plan for Big Retirement Income
Put your mind at ease and put your assets to work for you so you can enjoy the years ahead without having to constantly stress about the nitty-gritty details of money-management every single year.