Insights from a Retirement Planning Expert
Practical strategies to get safer with your retirement—without guesswork or overwhelm.
When it comes to getting safer with your retirement, sometimes the first step is the hardest. We make it simple—removing the anxiety and uncertainty that often comes with working with someone new. Inside this book, you’ll learn the core safe-money strategies Eric uses to help retirees protect what they’ve built and create dependable income for life.
Can You Afford Losses In Your Retirement?
Here’s why:
A 25% loss requires a positive return of almost 34% just to get back to even. What? How can that be?
-25% Loss
+33.3% Required Gain
A 50% loss of your retirement account means you have to double your money (receive a 100% return) just to be whole again.
-50% Loss
+100% Required Gain
Think about it. If you have $100,000 and lose 50%, you’re left with $50,000. Now you need to get back to $100,000—a 100% return—before any progress.
Explore the Math
Loss: 25%
Required Gain: 33.33%
Start: $100,000 → After Loss: $75,000 → Back to Even: $100,000
Losses hurt more than equivalent gains help. And if you’re drawing income, sequence of returns can magnify the damage.