If You’re Newly—Or Nearly—Retired

This Book has $989,623.92 in simple, actionable retirement planning strategies

If You Want MORE MONEY With LESS STRESS

Would $989,623.92 Help In Retirement?

If you’re nearly—or newly—retired and want to squeeze every last dime out of your retirement planning, this easy weekend read has $989,623.92 in money-making—or money-saving—value, plus several retirement maximizing strategies you can’t even quantify in dollar terms.

Social Security, Medicare, investing, reverse mortgages, tax and estate planning, money hacks . . . it’s all in here! This book will not only help you avoid the catastrophic retirement mistakes I’ve seen people make, but teach you how turn them into massive money goldmines!

Want To Make — Or Save — $989,623.92?

Any single one of the 12 POWER TIPS in this book can make—or save—your retirement!

In this FREE eBook you’ll learn:

#20

Maximize the only triple-tax-free retirement account

#13

Get income you can’t outlive while deferring your RMD’s and slashing your tax bill 

#29

Avoid paying income tax on part of your pre-tax IRA distribution

#22

Claim your Social Security early while getting your higher full retirement age amounts

#71

Add up to .75% with no extra risk by managing your investment taxes the right way

#39

Donate 20% more to your favorite charity without breaking a sweat (or costing you a dime)

#97

Cash in on unneeded life insurance policies

#83

Supercharge your retirement—and legacy—using a HECM

Will You simple survive in retirement? or thrive in retirement?

The 16 strategies in this FREE eBook cover:

  • Planning To—And Through—Retirement
  • Maximizing Your Social Security
  • Avoiding Stupid IRS Penalties
  • Slashing Your Taxes
  • Getting More Return For Less Risk
  • And Generally “Kicking Butt” In Retirement!

Why in the world should you listen to me?

Hi, I’m Greg!

I won’t bore you with my background because frankly . . . it’s boring!

What I will do it help you, teach you, and guide you on how to make the most of your retirement money. I’ll give you my absolute best to help you gain clarity, alleviate your fears, create and live the retirement of your dreams!

But why should you listen to me? Well, I’ve been a financial planner for a quarter-century. I started in ’95 with Morgan Stanley, worked for Goldman Sachs, then the 4th largest accounting firm in the country, RSM McGladrey. Finally, disgruntled with the financial industry, I formed my own fee-only fiduciary financial planning and wealth management firm in 2005, Redrock Wealth Management.

I’m an uber-passionate money coach, author, speaker, securities litigation expert witness, financial planner, and most importantly, a wealth steward dedicated to calming your nerves and teaching you how to retire with ultimate “money confidence!”

I hold my CERTIFIED FINANCIAL PLANNER®, Chartered Life Underwriter®, Accredited Investment Fiduciary®, and Accredited Asset Management Specialist® designations. My firm Redrock Wealth Management is also one of a highly select group of CEFEX certified fiduciary advisors worldwide.

So roll up your sleeves and get ready to live the memorable—and purposeful—retirement you’ve always dreamed of, because any single one of my “POWER TIPS” can make—or break—your golden years (and I INCLUDED 8 OF THEM IN THIS FREE eBook!). 

Whatever you do, get started now! The longer you wait, the more money you’re missing out on.

GREG PHELPS

FAQs

What does it cost?

The print version is $10, the eBook version is $10, and the audio version is $10 . . . OR you can get them all for $25!

What will I learn?

You’ll learn 111 of the worst retirement planning mistakes I’ve seen in my 25 years of helping people retire. You’ll learn what the mistakes are, why they’re a mistake, and how to turn those mistakes into money-making—or money-saving—goldmines!

Why do I need this book?

Frankly, you don’t! If you don’t want more money with less stress in retirement click away! But if you want to squeeze every last dime from your retirement planning, these strategies will help you do exactly that!

What's the catch?

Well, you’ll be on my email list for more great retirement planning tips and tactics. You can unsubscribe anytime though. You’ll also get an offer to get my complete book. But there’s no other “catch”.

GET THE BOOK NOW

Is a few hours of your time worth a million dollars? Because this book is!