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STICKY MONEY FOR YOUR LIFE AND RETIREMENT Aligning Wealth for the Lifestyle You Want Brian Weatherdon MA, CFP, CLU, CPCA, CRC, MDRT. Certified Retirement Coach. Cert. Financial Planner.
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Page 1: STICKY MONEY ...for LIFE

STICKY MONEY

FOR YOUR LIFE AND

RETIREMENT

Aligning Wealth for the Lifestyle You Want

Brian Weatherdon MA, CFP, CLU, CPCA, CRC, MDRT.

Certified Retirement Coach. Cert. Financial Planner.

Page 2: STICKY MONEY ...for LIFE

Your Personal Concerns of Money

In my book, A Lifetime Of Wealth and in an educational website, you hear stories of how people distress about money … and the ANSWERS we have for YOU!

Page 3: STICKY MONEY ...for LIFE

Persistently STICKY DEBTS- personal and business

If we live long enough, how can we be sure we’ll never go broke?

?

Page 4: STICKY MONEY ...for LIFE

Persistent INFLATION

Health inflation … especially personalized senior care and services, long term inflation near 10% annually.

85% of our life-long health expenses occur over the age of 65.

Page 5: STICKY MONEY ...for LIFE

Low Returns – Stock Market Losses

• Getting 2% a year, or losing 35% every few years, is HIGH RISK. Either of these will result in life-threatening GAP …like this:

Page 6: STICKY MONEY ...for LIFE

No Exit Plan from your BUSINESS

Have you thought about SUCCESSION? Have you thought how to SELL YOUR BUSINESS? What would be a “LUCRATIVE EXIT” assuring financial wellbeing for LIFE?

Visit: http://guaranteedincome4life.ca/blog/exit-strategies-for-business/ and how you can “Start Up Your Exit Strategy” at http://guaranteedincome4life.ca/resources/start-exit-strategy/

Page 7: STICKY MONEY ...for LIFE

Pensions, Inheritances, Winnings…What INCOME do you want to FULLY ENJOY your Life, your Family, your future Estate, and even Charity? What IMPACT must this $$ make to fully secure the LIFE YOU WANT ..?

Page 8: STICKY MONEY ...for LIFE

How will you ensure RETIREMENT SAVINGS DON’T SUDDENLY ……

B

O

O M !

Page 9: STICKY MONEY ...for LIFE

How will you align financial Wealth to serve your Values & Dreams

ForLIFE

Page 10: STICKY MONEY ...for LIFE

Do you want a CONFIDENT way to PROTECT YOUR NEST EGG?

What is a proven process to protect our money and ensure it will continue to serve our needs FOR LIFE!

Page 11: STICKY MONEY ...for LIFE

YES we can ensure you’ll have

STICKY

MONEY

for LIFE !

LIFE – LONG INCOME

also known as . . .

Page 12: STICKY MONEY ...for LIFE

We’ll Fuel your Future with …

1. LIFE HORIZONS ANALYSIS … meaning we see your future and script the “movie” you can live in each season or “horizon” . . . and so ensure your $$ matches the LIFE you want!

Page 13: STICKY MONEY ...for LIFE

And we’ll introduce you to:

2. LIFE INCOME MANDATES … to assure and even guarantee lasting INCOME FOR LIFE :

•Global Dividends •Global Real Estate Income•Global Infrastructure Income•Global Fixed Income•Life Pay-out Annuities

Page 14: STICKY MONEY ...for LIFE

What would it mean for you …

IF YOU COULD

LIVE TO 150

AND NEVERNEVER ….

NEVER

OUTLIVE

YOUR INCOME?

Page 15: STICKY MONEY ...for LIFE

WOULD IT SUPPORT THE CONFIDENCE … TO TRULY LIVE AS YOU CHOOSE?

Page 16: STICKY MONEY ...for LIFE

STICKY MONEY 4 LIFEShare a wider discussion, and learn more in links

to help Align your Money and your Lifestyle at:

http://guaranteedincome4life.ca/blog/sticky-money/

Page 17: STICKY MONEY ...for LIFE

No more of

Now build your

And secure life’s lasting

Page 18: STICKY MONEY ...for LIFE

Reach me directly, and learn more . . .

• On the web www.GuaranteedIncome4Life.ca

• Amazon/Kindle: “A Lifetime Of Wealth - and

How Not To Lose It”

• Reach me easily . . .

Brian Weatherdon, Certified Financial Planner,

Certified Retirement Coach and Consultant on Aging. Brian @ SovereignWealth.ca 905-637-3500 x 223