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How We Tripled The Retirement Income For Our 42 Year Old Client… While Eliminating Stock Market Risk And Taxes On That Income

February 18, 2024

By applying the Money Moves Of The Ultra Wealthy, we were able to literally triple the retirement income for one of our clients.


I don’t know where you are in your retirement journey, but I want to share with you how we Tripled the retirement income for one of our clients.  

Before he came to me, he was having his $240,000 savings managed by a very well know financial advisor firm.  

The first thing we did was to analyze his current strategy and see where it would lead him to in retirement.  

We found that by the age of 65 he would be able to retire and draw around $31,000 to $33,000 in retirement income.  

This income was before taxes, but if he only drew this amount from his nest egg it should last him for the rest of his life.  

Next, we put together a new plan using one of the strategies from our Black Diamond Money Moves.  

Our new strategy was projected to increase his retirement income up to $103,000 to $105,000.  

This income was completely tax free and would be come in every year for the rest of his life.  

On top of that when he passed away he would still have wealth to pass on to his children.  

Our strategy took him from $31k per year in income before taxes to $103k tax free every year for the rest of his life.  

Check out my video and see how his previous advisor reacted to his new plan!  

God Bless,

Chad

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