Retirement Income School™ Blog

Welcome to the Retirement Income School™ Blog

May 07, 2025

Have you ever thought, “Why didn’t they teach us this stuff in school?”
You’re not alone — and that’s exactly why I created the Retirement Income School™.

We were taught algebra, grammar, and even how to dissect a frog — but most of us were never taught how to build a solid financial foundation for the most important phase of our lives: retirement.

Retirement Is Complex — And You Deserve Clarity

Whether you're in your 30s, 50s, or already retired, you're probably asking big questions like:

  • Will my money last?

  • When should I claim Social Security?

  • How do I cover long-term care without draining my savings?

  • What’s the safest way to turn my nest egg into income I can count on?

These questions are normal — but when they go unanswered, they lead to anxiety, stress, and sleepless nights. Even if you’ve saved a lot, not knowing how to protect, use, and grow it can feel downright overwhelming.

That’s where Retirement Income School™ comes in.

My Personal Story — And Why Retirement Income Planning Matters

This mission became deeply personal when my father passed away. Thankfully, we had already set up a solid retirement income plan for my parents — including life insurance, an annuity, and a will and trust. Because of that preparation, my mom was financially secure during one of the hardest seasons of her life.

That moment changed everything for me.

I was a business coach at the time, just starting to help people with annuities, insurance, and income strategies — but after seeing firsthand how powerful these tools are, I knew I needed to go all in. And that’s how Retirement Income School™ was born.

What You’ll Learn in the Retirement Income School™

This isn’t fluff or general advice — it’s clear, actionable guidance to help you build a Safe Money Foundation with:

  • Dividend-paying whole life insurance
  • Annuities for guaranteed lifetime income
  • Long-term care planning
  • Social Security claiming strategies
  • Wills and trusts for wealth protection

These are the financial tools that provide peace of mind, confidence to spend, and protection for your loved ones. And they’re the very things most people never get the chance to learn — until it’s too late.


 

Ready to Retire Financially Relaxed?

My goal is to help you eliminate the fear of running out of money, avoid costly mistakes, and retire with confidence and security. When you have safe, predictable income in place, you’re free to actually enjoy retirement — not just worry your way through it.

👉 Learn more at the Retirement Income School™ .
🔔 Turn on notifications so you don’t miss weekly lessons.
📞 Want to talk? Schedule a Retirement Income Q&A Call — I’d love to support you.

This is your chance to learn what you wish school had taught you so you can learn how to keep your money safe and make it last, so you can enjoy retirement!

Would you rather learn
on the go or from the couch?


Retirement Income School™ lessons are also available in podcast and video form.
Watch. Listen. Read. You choose!

Watch on YouTube
Listen to the Podcast