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Is This You?
[Financial Elevation RIU Media] from [Kevin Sullivan] on [Vimeo].
Attention Frustrated Investor:
Are you sick and tired of wondering if your money will last for your complete retirement? Are you wondering where to go to find the financial information that would give you the tools and resources to make confident and educated investment decisions? Are you tired of retirement products being pushed on you as you wonder if any of them will be the ones you need?
You’re about to discover an easy to understand process of managing money & investments in retirement
In the next few minutes, I am going to reveal how you can stop guessing about your investment strategy for retirement, filter the noise of the media with investment advice for the masses,
and help you finally begin to see your investments come together for YOUR NEEDS, by showing you a process which you can use to manage your nest egg in retirement.
I’ve been a financial advisor in the industry since 1989 and I’ve worked with hundreds of clients who were tired of stabbing in the dark with their investment needs and goals.
I’ve seen so many people get sidetracked and either chase investment performance, or do the wrong things at the wrong time over the years. Let’s face it, sometimes we’re our own worst enemy.
I’ve also seen people do all the right things, save the right amounts for retirement, only to watch them retire in a year where the markets drop right out of the gate!
What would you do?
How would you respond to a market drop while you’re trying to live off the money you saved? How much could you lose before things got really bad and you had to think of going back to work again!
One day I was really discouraged knowing that I could only be at one place at one time and could only help one person or family at a time even though I had a thriving practice (and still do) which is what led me on a quest to find a way to educate people financially.
I wasn’t interested in people who just wanted to play around and I wanted to teach investors who were serious about increasing their financial knowledge so they could make their own smart and stable investment decisions.
I wanted investors to understand “WHY” they were doing what they were doing and “WHY” they had the investments that they had and “HOW” strategies that financial advisors know about can come together for THEIR GOOD!
I wanted these investors to be able to clearly explain the “WHY” to their spouses and children instead of just saying “That’s what my financial advisor said for me to do.”
I started teaching adult education classes and then that expanded into a book that I wrote called:
“Managing Income in Retirement.”
I found great satisfaction in teaching the classes and even though I was helping a small group of investors at a time, I couldn’t be in two places at once.
When I had clients retiring in Pennsylvania and Maine simultaneously, that wanted to take the classes, I felt that I should create the classes on webinars. I got the core class pre-recorded and underway.
Then one day, everything changed. About a year and a half ago, I created
Retirement Income University – RIU
which is my financial educational site that brought the coursesthat I taught; now available online through videos.
Now you can track your financial knowledge by watching each video in the privacy and comfort of your own home and at your own pace.
I’ve spent thousands of dollars getting this ready and over a year in the making with painstaking research, trial and error.
There are many, many resources from A-Z; worksheets, and PDF’s on almost everything you need to know about retirement with more to come.
If it’s not there and you request it, we’ll make sure we do all we can to put the content up on the site.
THIS IS YOUR SITE – You tell us what you want and we’ll try to bring it to you.
On the site you’ll find videos with content about:
• What to do when you don’t know what to do… • Managing Income in Retirement • Managing and setting up a diversified portfolio • A process in which to take income in retirement • What is a Stretch IRA? • How do I take a Required Minimum Distribution from my IRA? • What about Life Insurance? • What are my pension options and are they really irrevocable? • What’s the real scoop about Long-Term Care and aging? • What about maximizing my social security benefit? • Estate Planning interviews* • Elder Law interviews* • Taking care of an elder parent* All about Aging*
Here’s more: Coming Soon:
• How to create a Retirement Income Plan • Health & Wellness* • How to select a Retirement Living Facility* • The Psychology of Letting Go – “My identity is in who I was while working. How do I move on and find a new identity?”* • What to do with retirees who cannot retire? • Working “Post-Retirement”
We have selected and interviewed several professionals in many industries and have earmarked to bring 23 videos to RIU.
We currently have several finished and will let you know as future ones are completed.
We believe you will find a tremendous interest in this kind of information
You can never learn too much and you must begin to take matters into your own hands by increasing your own financial education.
You are the CEO of your own retirement nest egg and you need to make those funds last for your COMPLETE retirement which could very well be 25-35 years or LONGER! Will your money last longer than you do?
You’ll be able to increase and track your financial knowledge and have many things that you could put into use the very first time you visit the site.
We even have many FREE resources that you can simply download on our “non-members” section of the website to get you started and on the right track.
I have never been so excited about the financial industry as I am right now in the fact that I am able to share with thousands of people what I’ve been able to teach hundreds of people.
The best thing about this is just how fast, effective and EASY it is to make this part of your learning.
I have gone out of my way to make complex investing strategies and financial planning simple so it is easy to understand.
For example, in the video session about Managing Income in Retirement, I completely uncover a process of managing your investments and your income in retirement in a bucketing strategy.
I use “TIME FRAME” as a guide for when you need your money back in the form of income to show how your investments could be allocated.
For instance, if you need $15,000 per year to go with your Social Security income, pensions, or other sources to make up your total retirement income need,
I show you how you should keep three years of it, or $45,000, set aside in
“BUCKET #1”….
completely outside the stock or bond markets….
keeping it on deck and ready to pay you so you can feel assured that the money is going to be there when you need it.
Obviously, you don’t need to keep $500,000 or $1million in this bucket because you don’t need it yet,
so we utilize 2 other buckets of “TIME FRAME” to determine how the rest of your retirement nest egg should be managed
It’s all based on when you need your money back!
Bucket #1 has a
time frame of 0-3 years.
Bucket #2 has a
time frame of 3-8 years.
Bucket #3 has a
time frame of 8 years or more
Once Bucket #1 is running low, we move money forward from Bucket #2 to replenish it.
Once Bucket #2 starts running low, we move money from Bucket #3 to replenish Bucket #2
and so on…
….and all money moves forward as you need to use it.
That keeps your investments in check with the desired risk levels with the appropriate
“TIME FRAMES.”
You wouldn’t want 100% stocks in Bucket #1 – it’s too volatile and unpredictable.
You wouldn’t want savings accounts in Bucket #3, as you’re not earning much with those.
Stocks are a lousy Bucket #1 investment and savings accounts are lousy Bucket #3 investments.
This bucketing approach has been a very successful approach!
The video goes deeper into this strategy and explains how and why the strategy works.
That, my friend, is very easy to understand!
There’s no need to make things complicated!
Now, people have a plan as to how they’ll take income in retirement and where they’ll take it from
1st, 2nd, or 3rd .
First you implement the strategy
THEN
You find the appropriate investments for your TIME FRAME.
There is no assurance that any strategy will be successful as investing involves risk and you may lose your principal, but that is why I am providing these tools to you so you can make smart financial decisions based on your needs and goals
Where you cannot control the performance of your investments, you can control the strategy you use
Which is why I am providing these resources!
My approach to all of these videos has been to break it down and make what you need to know understandable.
Imagine how much more comfortable you would feel knowing that you have these resources at your disposal at any time you wish as you plug into the site.
For me, that’s leverage. It’s a way that I can help people on a wider basis and that is my mission!
Here’s what makes Retirement Income University so important:
I am not just a teacher of financial concepts, but a financial advisor with offices in Maine and North Carolina and licensed in 13 states to actually help clients manage their portfolios. Sullivan Wealth Management, LLC, is an independent company and I offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Now I am able to share 24 years of financial knowledge in an education format with you.
This isn’t investment advice from a TV “star.”
This is not “investment advice” for the MASSES.
You are unique and require personal attention. Your needs are different than the 500,000 people watching a TV show.
Each professional we interview has his or her “Bio” on the site so you can contact them directly.
But like I said earlier, I have gone through many hours of painstaking thought to put this site together with you in mind!
Here are the details about this amazing site.
It’s built for people who want to take their investments and retirement knowledge seriously.
I’ll be honest, this site is not for everybody,
but if you are ready to stop spinning the wheel and finally have a plan - it will be a turning point with the knowledge you’ll obtain.
You will be able to join today for only $99.00
per month which is a 60% savings!
If you provide us your name and email address, whether you join or not, we will send you as our very special gift - a link to Our core class entitled, “Managing Income in Retirement”
illustrates the Bucketing Strategy I spoke of earlier!
Let’s summarize everything you’re going to receive
when you say YES to joining
Retirement Income University – RIU
You’ve have instant access for a full year from when you join to the entire site, the resources, worksheets, PDF’s and educational videos that are pulled out of our live classes. You’ll be able to track your financial knowledge as you complete each video. You’ll be able to contact any of our professionals we interviewed on the site. You’ll also receive our regular newsletters and updates on the site with more videos to come to complete the minimum 23 we had in mind when we set out to do this.
BONUS
As an ADDITIONAL BONUS:
You’ll be able to purchase my book:
“Managing Income in Retirement” at a 50%
savings for just $12.95.
All of these items would value well over $3,000
(the monthly membership and the book).
However, I am very confident you’ll find this information
hard-hitting and valuable.
$99.00 per month can be lost every day in the
markets….and it’s gone!
Think of what $99.00 per month invested in yourself and your financial education and what that could do for your confidence!
OUR NO RISK GUARANTEE
• If you’re not completely satisfied with your paid subscription, we’ll refund your money 100% within the first 10 days and you’ll still be able to keep the link to FREE video Managing Income in Retirement as our gift to you to thank you for your efforts.
• That’s a bold move and a bold guarantee….but we’re very bold about what a great decision this will be for you and are confident that you’ll be able to put the concepts you learn to use right away. • Right from the start, you’ll begin to see how the site will enhance your financial situation and your retirement knowledge!
Now I know you’re probably thinking to yourself “Kevin, why would you make such an offer?”
Well that’s a great question and the answer is because I have an even bigger vision!
I’m on a mission to help over 5,000 people this year.
I also want you and others to send me emails with your financial problems that were turned into solutions as a result of this site
([Kevin@RetirementIncomeU.org] )
Out of those responses, I will be better able to help by tailoring content for the site to your respective needs and goals.
I am committed to bring current, relevant, and hard-hitting information to the site as we go on this journey together.
• You are saving 81% off the regular price of the annual membership to the site. • You’re getting our core class video “Managing Income in Retirement” absolutely FREE • You’re receiving my book: “Managing Income in Retirement” at a 50% savings for only $12.95…
By joining Retirement Income UniversityTM,
You’ll be more confident in your retirement planning efforts by doing things right the first time and increasing your financial knowledge one class at a time.
This site is not for everybody.
However, if you want to surround yourself with like-minded people who are ready to make financial life changes and get on top of YOUR retirement education – this site is for you. You’ll be in great company!
START YOUR FINANCIAL EDUCATION JOUNEY WITH US TODAY!
To Your Financial Knowledge,
Kevin Sullivan,
Author, Financial Advisor
Founder - RETIREMENT INCOME UNIVERSITY
701-D West Main St., Jamestown, NC 27282. 336-858-5548. Retirement Income University is a financial education program developed and presented by Kevin Sullivan and is not affiliated with Raymond james. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC
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Retirement Income University Membership
$99.00
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