3 Step To Success

Live Q&A Recording: August 2025

- What is mega-backdoor Roth, please explain? - How is my personal rate of return calculated?

Retirement 101: Basics for Getting Started and Debunking Common Myths

Turning Your Savings Into Income: Effective strategies for creating a retirement paycheck

In the realm of retirement planning, much attention is devoted to the saving and accumulation phase. But what about the income phase? Join us in this enlightening video as we delve into this often-overlooked aspect of retirement planning. In this video, we will cover the following key topics: • Identifying Your Retirement Income Needs • Understanding Your Income Personality • Tailored Strategies for Diverse Retirement Income Preferences