Dave Lopez

A Word from the Presenter, Dave Lopez

You’ve spent your life building a nest egg for the day you retire. Now it’s time to think about how you’ll spend the next 20 to 30 years of your life. It’s time to plan for a new future.

In my experience, many pre-retirees face this crossroads with uncertainty. Making the transition from wealth accumulation to a long-term income stream takes a change in mindset. It requires a different set of investment strategies, and it doesn’t happen overnight. I watched my father and other relatives go through retirement with poor outcomes. There may be a better way to plan for retirement than to simply put some money in stocks, some money in bonds, and hope for the best.

The Little Red Book of Retirement is the first step in gaining the knowledge you could use to make informed decisions about all the factors that can affect your retirement. I encourage you to read this book with an open mind and begin to think differently about retirement income planning. Don’t limit your success or create more risk based on incorrect information, misinformation or myths.

Use this book to help you plan for and live out your best retirement possible.

Choose one or more books to the right, fill out the form, and receive your full book(s)!

Here’s an excerpt from The Little Red Book of Retirement Series:

I have been blessed to watch three sets of relatives walk through the retirement process from beginning to end. I watched them enter retirement, enjoy and struggle in retirement, and “gracefully” exit retirement.

Things could not have gone smoother for my grandparents Dotsey and Johnny. My Dad, on the other hand, was not so lucky.

Dad thought he had done everything right. He had a high net worth and a large IRA that he did not need. Combined with his other assets, my Dad believed he had enough money to fund a long comfortable retirement. He retired at age 56. But by the end of that year, he was diagnosed with prostate cancer and given a diagnosis of three years to live. By age 59, he was gone.

Now, it turned out my Dad did have plenty of money for his retirement. What he didn’t plan for, however, was dying early. And as a result, he gave a fortune away to the IRS.

To read more, download the book(s) now!

The Little Red Book of Retirement

Download Passive Real Estate Investing

The Little Red Book of Retirement

Download The Basics of Retirement Investing

basics of annuities

Download The Basics of Annuities

little red book - high net worth investor

Download The High Net Worth Edition

Little Red Book of Retirement series

Download The Complete Series