{"product_id":"your-retirement-money-prism-diagnostic","title":"Your Retirement Money Prism Diagnostic","description":"\u003c!-- Calendly inline widget begin --\u003e\n\u003ch3\u003eStep 1: Choose a time for your Retirement Money Prism Checkup\u003c\/h3\u003e\n\u003cp\u003eUse the calendar below to schedule your 30–45 minute, no-cost session with a fiduciary advisor at Whalen Financial.\u003c\/p\u003e\n\n\u003cdiv class=\"calendly-inline-widget\" data-url=\"https:\/\/calendly.com\/confessions-of-a-wealth-manager\/free-custom-retirement-income-zoom-review-consu-clone-1\" style=\"min-width:320px;height:700px;\"\u003e\u003c\/div\u003e\n\u003cscript type=\"text\/javascript\" src=\"https:\/\/assets.calendly.com\/assets\/external\/widget.js\" async\u003e\u003c\/script\u003e\n\u003c!-- Calendly inline widget end --\u003e\n\n\u003chr\u003e\n\n\u003ch3\u003eStep 2: Learn what to expect from your session\u003c\/h3\u003e\n\n\u003cp\u003eYou’ve taken the first step by requesting \u003cem\u003eConfessions of a Wealth Manager\u003c\/em\u003e.\u003c\/p\u003e\n\u003cp\u003eThe \u003cstrong\u003eRetirement Money Prism Checkup\u003c\/strong\u003e is the natural next step—a \u003cstrong\u003e30–45 minute, no-cost session\u003c\/strong\u003e with a fiduciary advisor at \u003cstrong\u003eWhalen Financial\u003c\/strong\u003e to help you see where you stand and what questions you should be asking next.\u003c\/p\u003e\n\n\u003ch4\u003eWhat you’ll get in this session\u003c\/h4\u003e\n\u003cp\u003eIn this conversation, we’ll walk through a simple “prism” view of your retirement:\u003c\/p\u003e\n\u003cul\u003e\n  \u003cli\u003e\n    \u003cp\u003e\u003cstrong\u003eIncome Clarity\u003c\/strong\u003e\u003cbr\u003eWe’ll review your current and expected income sources—savings, pensions, Social Security, and more—to help you understand how they may work together to support your lifestyle in retirement.\u003c\/p\u003e\n  \u003c\/li\u003e\n  \u003cli\u003e\n    \u003cp\u003e\u003cstrong\u003eTax-Aware Perspective\u003c\/strong\u003e\u003cbr\u003eWe’ll look at how your assets are currently positioned across taxable, tax-deferred, and tax-free accounts and discuss common strategies that may help reduce the drag of taxes over time.\u003c\/p\u003e\n  \u003c\/li\u003e\n  \u003cli\u003e\n    \u003cp\u003e\u003cstrong\u003eRisk \u0026amp; Fee Checkup\u003c\/strong\u003e\u003cbr\u003eWe’ll highlight potential red flags we see often in retirement portfolios, such as concentrated risk, misaligned investment mix, or layered fees that may be working against your goals.\u003c\/p\u003e\n  \u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003eYou’ll leave with a clearer picture of where you are today and better questions to ask—whether you continue on your own, stay with your current advisor, or decide to explore working with Whalen Financial.\u003c\/p\u003e\n\n\u003ch4\u003eWho this is for\u003c\/h4\u003e\n\u003cp\u003eThis session is designed for:\u003c\/p\u003e\n\u003cul\u003e\n  \u003cli\u003e\u003cp\u003eIndividuals or couples \u003cstrong\u003eapproaching or in retirement\u003c\/strong\u003e\u003c\/p\u003e\u003c\/li\u003e\n  \u003cli\u003e\u003cp\u003eHouseholds with \u003cstrong\u003emeaningful savings\u003c\/strong\u003e (often $500,000+ across accounts)\u003c\/p\u003e\u003c\/li\u003e\n  \u003cli\u003e\u003cp\u003ePeople who want a fiduciary second opinion on their current plan, taxes, and risk\u003c\/p\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003eIf you’re not sure whether it’s the right fit, you’re welcome to reserve a spot—we’ll be candid if we’re not the best resource for your situation.\u003c\/p\u003e\n\n\u003ch4\u003eHow it works\u003c\/h4\u003e\n\u003col\u003e\n  \u003cli\u003e\u003cp\u003e\u003cstrong\u003eAdd this session to your order\u003c\/strong\u003e at no cost.\u003c\/p\u003e\u003c\/li\u003e\n  \u003cli\u003e\u003cp\u003eAfter checkout, you’ll be directed to \u003cstrong\u003echoose a time\u003c\/strong\u003e on our calendar that works for you and your spouse\/partner (if applicable).\u003c\/p\u003e\u003c\/li\u003e\n  \u003cli\u003e\u003cp\u003eWe’ll meet by \u003cstrong\u003eZoom or phone\u003c\/strong\u003e, review your situation at a high level, and walk through your Retirement Money Prism Checkup together.\u003c\/p\u003e\u003c\/li\u003e\n\u003c\/ol\u003e\n\n\u003cp\u003eThere is \u003cstrong\u003eno cost\u003c\/strong\u003e and \u003cstrong\u003eno obligation\u003c\/strong\u003e to move your accounts or hire us.\u003c\/p\u003e\n\n\u003ch4\u003eWhat this is \u003cem\u003enot\u003c\/em\u003e\n\u003c\/h4\u003e\n\u003cul\u003e\n  \u003cli\u003e\u003cp\u003eIt is \u003cstrong\u003enot\u003c\/strong\u003e a full financial plan or customized tax or legal advice.\u003c\/p\u003e\u003c\/li\u003e\n  \u003cli\u003e\u003cp\u003eIt is \u003cstrong\u003enot\u003c\/strong\u003e a guarantee of investment performance, tax outcomes, or any specific result.\u003c\/p\u003e\u003c\/li\u003e\n  \u003cli\u003e\u003cp\u003eIt is \u003cstrong\u003enot\u003c\/strong\u003e a high-pressure sales pitch.\u003c\/p\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003eOur goal is to provide clarity, education, and a professional perspective. If we believe we can add meaningful value beyond this session, we’ll explain how that relationship works. If not, we’ll tell you that as well.\u003c\/p\u003e\n\n\u003ch4\u003eImportant Information \u0026amp; Disclosures\u003c\/h4\u003e\n\u003cp\u003eThis session is for \u003cstrong\u003einformational and educational purposes only\u003c\/strong\u003e and should not be construed as individualized investment, tax, or legal advice. 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