Imagine Heading into Retirement with Confidence—and Excitement
Imagine Heading into Retirement with Confidence—and Excitement
Want to feel 100% financially prepared to enjoy the retirement of your dreams? It all starts with a plan.
Build Your Retirement GuidebookHave You Done a Lot of Dreaming (or Worrying) About Your Retirement?
As you look forward to retiring, you're probably excited about what the future holds. But, like many people I talk to, you also might feel:
- Uncertain whether you've hit "the number"—saved enough to truly enjoy the retirement of your dreams.
- Concerned that you’ll spend your final years scrimping and scraping to get by instead of going on your dream cruise or buying that luxury condo by the beach.
- Scared you’ll have worked hard all these years only to sit at home, too afraid to spend what money you have.
- Nervous you haven’t done enough to protect your investments against high taxes or inflation.
It's time to stop worrying—and start planning.
That's where Build Your Own Retirement Guidebook comes in.
Let's Start Planning- You’ve worked hard and you deserve retirement to be everything you’ve imagined
- No one-size-fits-all solutions
- Create a retirement wealth plan as individual as you are
Retirement Should Be an Adventure
I'm Mark Fried.Â
For more than 20 years, I’ve helped my clients accumulate and preserve wealth so they can live the retirement of their dreams.
For some, that means owning a condo on the beach in Florida. For others, it means spending quiet days gardening. For still others, it means traveling to places they've always dreamed of—or adventuring wherever the wind takes them.
Too many times, though, I've seen that some retirees don't get to enjoy their retirement—not because they haven't worked hard. But because they waited too long to start planning.
That's Why I Created Build Your Own Retirement Guidebook.
There's No Such Thing as a One-Size-Fits-All Retirement Plan
Your journey up until now has been uniquely your own—so why wouldn't you have your own unique dreams and goals for your retirement?Â
You need a retirement wealth plan that's as individual as you are.Â
Unlike other financial planners, I’ve made it my mission to create retirement plans that I believe work for real people, ones that may help them fulfill their retirement aspirations and dreams with:
- No surprise costsÂ
- No hidden risksÂ
- No investments that earn great commissions for the people recommending them but deliver dismal returns
My program works because I'll give you the tools to create a wealth plan that works for YOU and the retirement YOU want to experience.
In Build Your Own Retirement Guidebook, I’ll guide you through the fundamentals of creating a retirement plan unique to you and your goals.
We’ll start by defining your retirement vision so you know exactly what you’re heading toward.
Then we’ll explore how your money beliefs can keep you from making sound financial decisions.
Next, we’ll work through your personal wealth strategy, including five risks that can cost you big in retirement.
After that, we’ll look at the impact of taxes, inflation, and market volatility on your investments—and how you can manage them to avoid potentially huge losses.
Finally I’ll help you find the right support. In many cases, that means hiring a financial advisor with a proven track record, one can trust, to help make your portfolio last.
Let's Build Your Own Retirement Guidebook—Together
 When you invest in Build Your Own Retirement Guidebook, I'll guide you, step-by-step through the fundamentals of creating your custom retirement plan. In this easy-to-follow online course, we'll move step by step through five topics:
Module 1: Your Retirement Vision
The most common questions I've gotten after 20 years in the business are: "Can I retire?" and "How much can I live on?" Starting with these two questions will lead you down the wrong road. Instead, I'll show you why you should put your destination first and how to work out the numbers to get you there.
Module 2: Your Wealth Strategy
You can’t predict the future—but you can plan for it. Together, we'll dive into fundamental considerations for preparing your wealth strategy, including two "silent killers" that can drain your savings and erode your financial security.
Module 3: What You Need To Know To Prepare
Three factors will impact your retirement more than anything else: taxes, inflation, and market volatility. We'll go deep on each of these three so you can prepare yourself—and take a few smart steps to protect your hard-earned money against them.
Module 4: Investing
As your financial focus shifts from accumulation to preservation, your investment strategy also needs to shift. We'll start by assessing the risk factors that can derail your dreams. With my three-part CAN formula, you'll feel confident that you're making the right decisions for your portfolio.
Module 5: Next Steps
You may feel up to the task of personally managing your money, but many feel like they're afloat on a fast-moving river with no oars and no guide. I'll show you how to find someone who understands the river—someone you can trust to help you manage your retirement wealth.
Bonus: Smart Planning for Long-Term CareÂ
The old ways of "caring for our own" don't always work as life expectancies rise and seniors face a wider array of illnesses and frailties. You need a plan to protect yourself against the financial risk of custodial care, which can easily wipe out your life savings. In this bonus, I'll walk you through your options.Â
Each module is broken up into two or three easy-to-digest lessons. Most of the lessons have an activity for you to complete before moving on to the next lesson. I suggest going through the entire course start to finish, then returning to the areas you need to focus on the most.Â
I'll take you through it all, every step of the way.
You’ve Worked Hard—and You Deserve to Retire with Confidence
You've put in the work. You've made smart financial decisions. You've socked away money in 401(k) accounts, IRAs, and other employer retirement plans.Â
Why spend your time worrying about questions like: Do I have enough? Can I really retire? Where do I begin?
Instead, let's build a plan—together. I know you have plenty of questions about your retirement. I don't know the answers yet, but once we go through Building Your Retirement Guidebook together, we will.
Enroll by clicking the button below, then look for an email from me so we can get started.
