You Can See The Finish Line But Can You Trust the Ground You're Running On?
For the high-earner who has done the work, saved the capital, and refuses to let hidden fees or poor planning erode their finish.
Professional Advice
Get answers to your questions today.
Fully Independent
Find the best solution to fit your needs not the firm’s.
Transparent
Acting by the golden rule to treat you as a Fiduciary.
The 5 Pillars of Your Security
At MyRetirement.TV, we don’t guess. We engineer outcomes across these five critical areas:
Income Planning
Replace the Paycheck, Keep the Lifestyle. You’re used to $250k+ hitting the bank account. How do you replicate that when you stop working? We engineer income streams that are reliable, tax-efficient, and designed to outlast you.
Investment Management
Growth Without the Gambling. You don’t need to swing for the fences anymore; you need to stay in the game. We utilize strategies that capture upside potential while placing a shield around your principal. Stop worrying about the next crash and start focusing on the next chapter.
Social Security Optimization
It’s Not Just a Check; It’s an Asset. For high earners, Social Security is often misunderstood. Taking it too early—or too late—can cost you six figures over a lifetime. We analyze the exact timing to maximize your lifetime benefit and spousal protections.
Health Care & Long Term Care
Protecting the Nest Egg from the Unexpected. One major health event can drain a portfolio faster than a market crash. We navigate the maze of Medicare and Long-Term Care options to ensure your physical health never destroys your financial health.
Estate Planning
Your Legacy, Your Terms. Don’t let the courts decide where your life’s work goes. We help you structure a plan that ensures your assets transfer to your loved ones (or charities) seamlessly, privately, and without unnecessary tax burdens.
Need something else? Our team can help with business planning, life insurance, tax planning and more.
About Us
You look around at the current financial landscape and you see confusion. You see “experts” on cable news screaming contradictory advice. You see a market that swings wildly based on a single news cycle. You see peers who earned as much as you did (or less) panicking because they didn’t have a plan for the distribution phase of their lives. You see a retirement date approaching, but the roadmap looks blurry.
Easiest Way to Manage Personal Finances
This is where MyRetirement.TV changes the perspective. We don’t offer generic “advice.” We offer a vantage point based on comprehensive strategy, not sales tactics. We take the complex machinery of your wealth and simplify it into a clear, televised, and educational format that puts you back in the driver’s seat. We break down the massive wall of retirement planning into five manageable, masterable pillars: Income, Investments, Estate, Social Security, and Healthcare.
Don't Leave Your Confidence to Chance
You have the income. You have the discipline. Now, get the plan.
- Quality Commitment
- Creative Teams
- Honest & Dependable
Get Organized
You have spent decades accumulating assets, but now they are scattered across different accounts, old 401(k)s, and confusing paperwork. It looks like chaos, and it feels like a liability. We verify exactly what you have and consolidate the mess into a clear, unified strategy. You stop wondering where your money is and start commanding what it does.
Quality Commitment
You didn’t reach this income level by accepting mediocrity, so why accept a “cookie-cutter” retirement plan? We reject the low-effort, templated advice that most firms hand out to everyone who walks through the door. We share your value for excellence. Your plan is custom-engineered with the same rigor and precision you applied to building your own career.
We Are Creative
You are willing to pay for expertise, but you refuse to be ripped off by hidden fees and bloated commissions. We stand against the industry standard of confusing pricing structures designed to drain your returns. Our vantage is simple: You should keep what you earn. We provide sophisticated, high-level advice that justifies its cost by helping you make smart decisions.
Honest and Dependable
You know what trustworthy looks like. That’s why we’re transparent in the assumptions that are used to make your plan and how we got there. You’ll be able to test different scenarios by asking questions about your future like “What if I need Long Term Care” or “How do I make sure that my assets are protected for my children”. We bring in specialists in Tax, Insurance and Estate Planning when needed if you want additional help by domain experts.
Our Happy Clients
Get Your Free Consultation
Schedule a no obligation 15 minute call to learn more about how you can improve your financial wellbeing.
