I've Helped Hundreds of People Retire Comfortably. Here's the Exact 7-Step Framework I Used.

Ready For Retirement

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2M ago 21:38

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Retirement planning isn’t about chasing numbers, it’s about building a life with intention.

The Sequoia System helps you get clear on what matters most, organize your finances around that vision, and create a plan that supports the freedom, peace of mind, and purpose you’re truly after.

We start with your life vision, translate that into a monthly income goal, and map out your cash flow using a mix of reliable income sources and portfolio withdrawals. Then we align your investments with those needs, optimize for taxes, and protect the plan through insurance and estate strategies, so everything works together to support the life you want to live.

Create Your Custom Strategy ⬇️

Get Started Here.
Join the new Root Collective HERE!

Chapters

1. Financial Success Requires Organization (00:00:00)

2. Step 1: Define Your Vision (00:01:12)

3. Step 2: Calculate Your Retirement Costs (00:02:14)

4. Step 3: Project Your Retirement Income (00:06:57)

5. Step 4: Design Your Investment Allocation (00:10:31)

6. Step 5: Optimize Your Tax Strategy (00:14:20)

7. Step 6: Insurance Planning (00:18:10)

8. Step 7: Estate Planning (00:19:28)

9. The Sequoia System Foundation (00:20:40)

300 episodes

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