are today. Then take the next step. Your future—and your family’s future— depend on it. Why This Book Matters Since the early 2000s, I have recommended financial strategies that deal with certainties, not guesses. I simply do not believe in the way most financial planning is presented in America today. Too often, financial advisors base their strategies on projections and assumptions that rarely come to fruition. I know this because I once believed in the same conventional wisdom—only to discover it was mostly thinking without logic. That’s why I wrote this book. To challenge the myths, expose the risks, and show you a clear path forward. The following eight questions are very important to secure successful retirement life. The Nine Questions That Determine Your Financial Survival 1. Do you know the rate of return you must earn on your current investments to sustain your lifestyle after you retire? 2. Do you know how much you need to save right now to fund your retirement years? 3. Do you know your true risk exposure in your retirement accounts? 4. Are your retirement accounts insulated from market losses, fees, and commissions? 5. How many more years will you have to continue working after your ideal retirement date? 6. Have you factored inflation into your retirement calculations? 7. Are your assets protected from probate, the government, unwanted relatives and other outside predators? 8. Do you know how to become tax-free instead of the government’s “perfect taxpayer”? 9. Do you have your estate in good order to eliminate those predators of your assets?
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