Your Retirement Money Prism
Hosted by Andrew Whalen
Join our exclusive webinar replay, Your Retirement Money Prism Blueprint, to discover the exact strategies real families have used to safeguard their savings, maximize their income, and create financial stability for the long run. Learn how to take control of your retirement with expert-backed techniques that ensure your money lasts as long as you do. ​ What You’ll learn
Avoid the Money Pitfall: Understand the critical factors that can erode your savings and learn how to protect against them. Tailored Financial Blueprint: Discover the Retirement Money Prism strategy—a smart method to segregate your assets for both secure income and long-term growth. Real-World Case Studies: See how other families secured their future finances by dramatically reducing tax liabilities, optimizing Social Security benefits, and rebalancing their portfolios for sustainable income. Expert Guidance: Benefit from decades of fiduciary expertise that demystifies market volatility, tax planning, and withdrawal strategies. Take Control Now: Secure your financial future with actionable tips to maximize your Social Security, implement smart Roth conversion strategies, and safeguard against market downturns.
Don’t risk your future—sign up now to watch the webinar replay and ensure your retirement income lasts a lifetime!
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Avoiding the Most Common Retirement Mistakes: A 4-Part Video Series

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Avoiding the Most Common Retirement Mistakes: A 4-Part Video Series

Retirement should be a time to enjoy the rewards of a lifetime of hard work—yet many retirees encounter financial uncertainty due to avoidable planning missteps.

The encouraging news? Many families have successfully navigated these challenges by applying clear, proactive strategies. That’s why we’ve created this educational four-part video series—to support informed decision-making as you prepare for retirement.

Each video in this series focuses on a key area of retirement planning, offering fiduciary-aligned insights and real-world considerations tailored to today’s retirees.

Video 1: Taking a H.I.T. in Retirement (Healthcare, Inflation, Taxes)

Healthcare costs, inflation, and taxes are three factors that can quietly reduce purchasing power over time. This video shares planning insights into how you can prepare for and potentially mitigate their long-term impact on retirement income.

Video 2: How to Really Plan for Retirement

Accumulating savings is only the beginning. This video explores coordinated strategies—such as structured withdrawals, Social Security timing, and diversified investment planning—designed to support sustainable income throughout retirement.

Video 3: Avoiding Common Estate Planning Errors

Estate planning missteps can create unexpected tax burdens and complications for heirs. This segment highlights ways to help ensure your assets are passed on according to your intentions—with legal, financial, and tax considerations all working in sync.

Video 4: Cash Flow in Retirement

Consistent and reliable income is a pillar of financial confidence in retirement. This session explores frameworks for managing cash flow, even in the face of market volatility or rising costs—without overreliance on any one account type.

Want to See These Strategies in Action?

Join the Complimentary Retirement Money Prism Webinar

This free webinar brings the strategies from this video series together into one cohesive planning approach. You’ll gain insight into:

  • Ways to structure income aligned with your lifestyle goals and evolving needs
  • Tax-aware withdrawal strategies to help coordinate across account types
  • Portfolio design considerations intended to reduce blind spots and overexposure
  • Legacy planning strategies that support multigenerational wealth transfer

Click the blue button in the bottom right corner of this page to reserve your seat. It’s purely educational—no products, no sales pitches.

Want a Deeper Dive? Order the Book

Confessions of a Wealth Manager offers a behind-the-scenes look at how high-net-worth families approach long-term financial planning. Inside, you'll find:

  • Due diligence questions to help evaluate whether your advisor is truly acting as a fiduciary
  • Strategies intended to support reliable income across different market cycles
  • Advanced tax planning techniques tailored to retirees and business owners
  • Case-based examples drawn from real client experiences

👉 Visit ConfessionsOfAWealthManager.com to request your copy.

This content is for informational and educational purposes only and does not constitute personalized financial, tax, or legal advice. Individual circumstances vary. Please consult the appropriate licensed professional for guidance specific to your situation.

Advisory services are offered through Whalen Financial, a Registered Investment Adviser. Registration does not imply a certain level of skill or training.

Andrew Whalen
March 19, 2025

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Confessions of a Wealth Manager By Andrew Whalen

Confessions of a Wealth Manager By Andrew Whalen

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This material is for informational purposes only and is not intended to provide specific financial, legal, or tax advice. Please consult qualified professionals regarding your individual situation.

Advisory services offered through Whalen Financial, a registered investment adviser. Registration does not imply a certain level of skill or training.

Disclosures

The information provided in this blog is for educational purposes only and does not constitute financial, tax, or legal advice. Please consult with qualified professionals regarding your specific situation.

All examples used in this blog are hypothetical and for illustrative purposes only. Names, characters, and details have been changed to protect privacy and do not represent actual individuals or events.

Investing involves risks, including the potential loss of principal. Past performance is not indicative of future results. Consult a licensed professional before making investment decisions.

This blog does not provide tax advice. Tax laws are subject to change and vary by jurisdiction. Always seek advice from a tax professional for guidance tailored to your circumstances.

References to third-party sources or publications are provided for informational purposes only. We are not responsible for the accuracy or content of external resources.

This blog complies with FINRA communication guidelines and is reviewed for accuracy. All content is intended to be fair, balanced, and not misleading.

Strategies and outcomes discussed in this blog are not guaranteed. Individual results may vary based on personal financial circumstances and other factors.

This blog is not a substitute for professional advice. Always work with a certified financial planner, tax advisor, or attorney for comprehensive retirement or financial planning.