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Safe Money Radio Episode: Return OF and ON your Money

There is a name for exaggerated claims when something cannot be counted on and I won’t say it on the radio, but it doesn’t come from a female cow and it doesn’t smell like roses.

You know from listening to my show over the years that I am a straight shooter. 

I think retirement shouldn’t be about laziness, but it also shouldn’t be about stress that comes from striving and taking on risks that could put your retirement in jeopardy.

I also think retirement should be about honesty. I think we should all be wiser as we get older and we shouldn’t call something a gain when it can be taken away. A 22% gain that is still exposed to market risk is not a 22% gain, because you can’t count on it. 

How do you take a gain and turn it into a permanent gain that is protected from loss and that you can’t outlive? 

In this episode, tune in to no-market risk income planning.


Listen to this episode.


  • Mark Twain once said that was more concern with the returns OF his money than the return ON his money. What if you could capitalize on BOTH?

  • Most people don't want to lose any money, but their investments don't reflect that desire.

  • Longevity risks is just as bad, if not worse, than market risks.

  • Most people plan for longevity risks is under-living their retirement - under-living retirement? What does that mean?

If you don't want to underlive your retirement, in other words:

  • you want to get most out of your retirement money 

  • you want to live the dream

  • you want to know that you won't run out of money before you run out of life.

  • you want a retirement that can live up to its potential.

... Call me at 808-468-0552 for a Safe Money Book and a Safe Money Information Kit or schedule a time with me.


Once we talk, I must determine if I can significantly help you and then we can schedule to meet.

We can work together to take income uncertainty out of retirement so you can enjoy the golden years without financial stress.

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