Having Enough Saved Isn't the Same as Having Income
For thirty years the question was how much have I saved? Retirement asks a harder one: how much do you need every month, and where does it reliably come from? Learn to see your gap, and how to build the bridge that fills it.
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A clear, plain English walkthrough of how to turn what you've saved into a paycheck that lasts.
- ✓Find your gap number what you really need each month
- ✓See how the bridge turns savings into steady income
- ✓Protect the riskiest years at the start of retirement
- ✓Plus a one-page check-in to score your own plan
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"The gap and the bridge."
The space between what you need each month and what shows up on its own is the gap. The plan that fills it dependably, for as long as you live, through downturns and rising costs is the bridge. Building it takes a different kind of planning than the saving that got you here.
Three Ideas That Change Everything
How careful savers turn a balance into a paycheck they can count on.
Your gap number
What you'll really spend each month minus what comes in on its own. Most people can tell you what they've saved very few can tell you their gap.
The bridge
How to turn savings into a steady paycheck income set aside in something stable, so a down market never forces you to sell at the wrong time.
The riskiest years
Why a downturn in your first few years of retirement does the most damage, and how a real income plan protects the stretch that matters most.
"The quiet fear behind most retirement questions isn't 'do I have enough?' It's 'will the money be there, month after month, for as long as I need it?' That's reasonable and it's also something you can plan for. That's the whole reason I made this masterclass."
Best suited for savers retiring soon with roughly $500K–$5M in investable assets.