Retirement Readiness Review

Pinpoint Your Risks

Meet Your New Retirement Risks

FACE THE MUSIC. Pinpoint your real current position on a proactive path to retirement. Learn precisely where you stand and which steps to take to confidently manage your income, debt, assets and family. Get a painstaking Wealth MRI Retirement Readiness Review for $675. Then use Gordon's report as a planning tool for your golden years. A risk review is also a must before engaging Gordon on a consulting project.

"I NEVER DREAMED IT was possible to get rid of $260,000 debt in just 7 years on my same income by attacking my bills scientifically. They should teach this amazing technique in school. Why nothing from Dave Ramsey? I recommend you to everyone. Thanks so much."  ~ M.D. 

“WITH ALL THE CRAZINESS in the markets these past 20 years, I can’t imagine having made it into a comfortable retirement without Gordon. His analysis of my situation, which was pretty bad, combined with his methodical approach to growing my money still feels like a miracle. I am so grateful, there aren’t words.” ~ M.F.

“GORDON, I DON'T KNOW what planet you came from, but they must teach everything there that they don’t teach here. I can’t thank you enough for pulling my chestnuts out of the fire after the 07 crash. Thanks, my friend.” ~ R.J. 

"WORKING WITH GORDON has given me a sense of financial empowerment. I learned to manage my finances and plan for retirement on a modest budget, based on my personal risk tolerance. The knowledge I received will pay off for the rest of my life." ~ T.L.

Still have questions?


The Problem

How to build a custom retirement strategy to balance the risks of protecting your nest egg against the risks of methodically growing it.

Meet your new risks ...

Having spent the past six years adapting to a stingy post-COVID economy and carefully sidestepping our twitchy neighbors, we must now learn to navigate a dicey war cycle.

  • We face increased inflation
  • Higher healthcare premiums
  • Surging gas, water & utility prices
  • Disruptive supply chain bottlenecks

U.S. debt is nearing $40 trillion as Congress has no intention of ever paying it off. The FED then sustains this problem by printing more money. This in turn, debases your purchasing power and also devalues retirement funds held in USD. So your 401k, IRA and pension are now squarely in the crosshairs.

And as our debt-driven banking system fuels the prospect for a long overdue stock crash, cracks in our private credit system are also certain to impact small business.

Things to consider ...

  • In this economic climate, is it wise to rely on historical averages from better times to forecast your retirement climate?
  • Is it wise to bank with the crowd when a new monetary system will actually limit your control over your own money? 
  • Is it wise to bet your full trust on the same system that put us behind the 8-ball?

Clearly, it now makes much sense to explore strategies for preserving your wealth by first isolating your post-COVID risks. 

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A Solution

Wealth MRI lays out a map of the landmines in your retirement path. It slices your personal financial profile into 18 categories to create a dashboard for your true retirement status.

What if you could do the same with your "financial body" to detect debt tumors, cash flow blockages and other retirement risks? Well, now you can... Wealth MRI provides an all-encompassing financial risk and retirement preparation overview beyond what is available from financial planners. Gordon assesses your entire financial world—from your portfolio of retirement investments and largest assets, down to the pennies under your sofa cushions—to constitute your entire “financial body.”
This information is fed into a complex spreadsheet to analyze exactly where you stand (perhaps for the first time in your life) from a financial risk management and retirement viability perspective.
​One client called Wealth MRI the ultimate "You are here."

  • Meet with Gordon on ZOOM to discuss your current financial circumstances, career trajectory and retirement goals.
  • Complete the Wealth MRI client information gathering template.
  • Gordon analyzes your information, crunches the numbers and prepares your report.
  • Meet with Gordon on ZOOM as he shares his screen to discuss and explain your personalized report, answer your questions and make any needed recommendations.

 

 

How It Works 

Late stage retirement plan.
Creating sustainable, lifelong income.
Safety First - Income floors & risk hedging.
Hedge with inflation-protected assets.
Separate "Health" from "Lifestyle" budget.
Move away from pure S&P 500 index funds.
Use "income flooring" to cover base costs. 
What is your specific strategy for 'Sequence of Returns' risk if the market crashes in my first 24 months of retirement?" 
Mention of a Cash Buffer or Bucket Strategy keep 2–3 years of cash separate so you never sell when they are down.
id retirement blind spots.
your basic living expenses are covered by non-volatile sources.
TradeHigh tariffs on imports.
Hedge with inflation-protected assets.
Healthcare 10% premium hikes.
Separate "Health" from "Lifestyle" budget.
Market AI-driven concentration. Move away from pure S&P 500 index funds.
Expiring tax cuts. Execute Roth conversions before rates rise.
Longevity 30+ year retirements. Use "income flooring" to cover base costs.

FAQs

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