A Special Offer from Andrew Whalen

As a thank-you for watching our Retirement Tune-Up Toolkit video, we're giving you 50% off Confessions of a Wealth Manager. Don’t miss this exclusive opportunity to gain insider insights at half the price!

Confessions of a Wealth Manager by Andrew Whalen is an unfiltered, behind-the-scenes look at the wealth management industry, exposing the practices and pitfalls that could be costing you money. Through candid revelations, Whalen reveals how many financial advisors prioritize their commissions over their clients’ best interests and provides the knowledge you need to take control of your financial future.

What You’ll Learn:

✅ How to Evaluate a Financial Advisor – Gain access to over 20 key questions you should ask any wealth manager before trusting them with your money.
✅ Avoiding Hidden Fees – Learn how to spot and eliminate unnecessary charges, ensuring your investments are working for you—not your advisor.
✅ Managing Your Own Portfolio – Discover industry-proven tips and frameworks to minimize risk and maximize growth without being dependent on a financial advisor.
✅ Estate Planning Strategies – Implement proven wealth transfer and estate management techniques used by the ultra-wealthy to protect your legacy.
✅ Tax-Smart Investment Moves – Uncover tax-efficient investing methods that could save you thousands over time and keep more of your hard-earned money.
✅ How to Identify Red Flags – Learn the common warning signs of an underperforming or self-serving financial advisor so you can make smarter, informed decisions.
✅ The Retirement Playbook – Strategies to ensure your money outlives you, rather than the other way around.

Outcomes You Can Expect:

• Clarity and Confidence in choosing or managing a financial advisor.
• More Money in Your Pocket by cutting out hidden fees and inefficient investments.
• A Rock-Solid Retirement Plan designed to withstand market fluctuations.
• A Foolproof Estate Strategy to protect your wealth for future generations.
• The Knowledge to Take Control of Your Finances and avoid being misled by industry professionals.

This book is your ultimate financial defense strategy, designed to empower you with insider knowledge and actionable steps to safeguard and grow your wealth. Whether you're already working with a financial advisor or considering managing your own investments, Confessions of a Wealth Manager will give you the tools to make informed, confident decisions about your financial future.