What You'll Discover
This simple yet powerful checklist helps you uncover:
- Overexposure to market risk - Find out if your retirement savings are too vulnerable to Wall Street volatility.
- Vulnerabilities in your plan - Learn whether your plan accounts for inflation, tax increases, or future rate hikes.
- Safer options than traditional retirement accounts - Explore alternative wealth building tools often leveraged by wealthy families.
- The "other" set of rules - See how the 1% generate tax-advantaged income most people never hear about.
- Crucial blind spots - Identify overlooked risks that could cost you thousands in retirement.
