- Realize the importance of dreaming big and aligning your retirement dreams with your personal why so you can create the retirement you can't wait to wake up to!
- Discover key ways to get organized so that retirement can become a more streamlined process for you, your family, and your team of financial professionals.
- Understand the critical differences between the accumulation and distribution phases of retirement planning. Learn the common, costly, and often irreversible mistakes many people make in the distribution phase of retirement – so you can avoid them.
“A practical guide for retiring with an actual plan for all that matters most to you. Use this book as a creative, simple, and effective recipe for managing your money, your life’ and your passion for a sparkling retirement.”
Ed Slott CPA and RetirementExpert Founder of www.irahelp.com
“If retirement is part of your bigger future, the scorecards in this book will help open your eyes to a clear, actionable path from where you are to where you want to be. Bryan’s years of accumulated wisdom in guiding people through both the math and the mindsets required to help achieve their retirement dreams are evident throughout.”
Dan Sullivan Founder The Strategic Coach, Inc.
“Bryan Sweet is the consummate professional in the financial services industry. He lives to serve his clients and devotes so much of his time to creating a client experience that is second to none. Bryan stays on the cutting edge from an investment and financial planning perspective by consistently attending seminars, lectures, study-group meetings, and coaching seminars. He has an enormous amount of knowledge and experience and thus has much to share.”
Peter D. Maller, MBA, CFP®, AEP® Founder and President Maller Wealth Advisors Lincoln Financial Network Advisor of the Year
“After many years successfully assisting clients with preparing for and enjoying their retirement years, in this outstanding book Bryan provides a blueprint for getting the most out of life after stepping aside from running a business, working in a corporate environment, or teaching or caring for others. Readers will appreciate the straightforward, easy to understand and actionable recommendations to increase assets, financial and non-monetary, during retirement. And rather than read it once and put it on the bookshelf, this should become a reference manual and how to guide for anyone, or any couple, considering retirement. Highly recommended.”
Scott A. Curtis President Raymond James Financial Services
Sweet Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC
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