BEST-SELLING AUTHOR
RICHARD ZEITZ
TOPICS COVERED IN THE BOOK
Retirement Challenges & Risks
There are many challenges you’re likely to face down the road to retirement. Here’s how to overcome them and live the retirement you want to live.
5 Retirement Checkpoints
Are you on the right path to retirement? To keep you on track when it comes to planning for your retirement, it’s important to address these five key checkpoints along the way.
Income Planning
Strategies on how to put together a reliable income strategy with your “green money” designed to not only cover your expenses, but also ensure you extend your retirement dollars.
Investment Planning
How to diversify and allocate your “red money” so you can grow your savings and investments and create a large retirement nest egg, but doing so with risk management in mind.
Annuities in Retirement
Annuities can bring certainties to an uncertain financial plan and investment portfolio. But with so many options in the marketplace, which one is right for you? Here is your education.
Investing Pitfalls
When it comes to investing for your future, knowing what to look out for can help you steer clear of investing decisions which could imperil your retirement plan and life savings.
And much more...
Do you realize you could spend as many years in retirement as you did in your working years?
Do you have a big enough nest egg if you make it that long?
Do you know exactly how much money you’ll need to ensure you never outlive your savings?
Are you ready for retirement?
Plan Smart, Retire Right is your guide to creating a lifetime income foundation, ensuring you don’t run out of money throughout retirement, and a blueprint on how to optimize your retirement nest egg for the rest of your life.
Fear can be paralyzing. And the financial world can be a labyrinth of both lucrative opportunities or potential pitfalls, instilling fear and uncertainty. When it comes to your retirement, there is no greater asset than a complete knowledge and understanding of your options, empowering you to make the best decisions possible.
A sound retirement plan and disciplined investment framework can be the difference between running out of money in retirement, or fulfilling your long-term dreams of financial security. This book is filled with strategies and principles intended to not only teach you how to grow and extend your retirement dollars, but also show you ways to protect your money along the way.
Whether you’re approaching retirement age, or know someone who is, this book will provide valuable education and insights into your retirement options, provoking critical questions to ask yourself, and outlining the steps you can take right now to create a stress-free retirement.
It’s time to remove the fear, get ahead of the game, and prepare for the best days of your life. Plan Smart, Retire Right will show you the way.
ABOUT RICHARD ZEITZ
Richard Zeitz, the founder and President of Bravias Financial, is a graduate of Pennsylvania State University and a veteran in the financial services arena since 1994. As a proud member of the National Ethics Association, his firm is built on the foundation of trust, integrity, and best practices. He has become a thought leader in the industry having written guides and articles focused on retirement planning strategies, which have been featured or quoted in various publications including: US News and World Report, Investopedia, Life and Health Advisor Magazine, The Street, The College Investor, and The National Financial Educators Council.
In addition to conducting educational workshops and seminars, he frequently speaks to various organizations about wealth management and retirement readiness. Richard also invests time mentoring and educating other financial advisors across the country, sharing his philosophy and approach.
When not helping clients plan for a stress-free retirement, he enjoys theater, traveling with his family, golfing, fishing, and watching his beloved Philadelphia sports teams attempt to put together a championship season.
PLACES RICHARD HAS BEEN SEEN
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Bravias Financial is an independent retirement planning firm. Investment Advisory Services offered through Bravias Capital Group, LLC, a New Jersey State Registered Investment Adviser. Bravias Capital Group, LLC and Bravias Financial, LLC are independent entities.