Episode 012:

How To Build a G.R.E.A.T. Retirement Plan WITHOUT An Advisor

In this 12th episode I’m going to give you a framework for how to choose the best products to go in each of the three types of money your retirement plan will need Using G.R.E.A.T. as an acronym, I will show you how to shop for GREAT IN-Case Accounts (emergency funds), GREAT IN-Come Accounts (annuities) and GREAT IN-Crease Accounts (growth). You will never have to settle for less in your financial plan for investments again.

Included in this episode:

  • IN-Case Accounts
    • G-Guaranteed
    • R-Readily Available
    • E-Earning More Than Inflation
    • A-Added Benefits
    • T-Tax Advantaged
  • IN-Come Accounts
    • G-Guaranteed
    • R-Regularly Increasing
    • E-Everlasting
    • A-Added Benefits
    • T-Tax Advantaged
  • IN-Crease Accounts
    • G-Good Fit for Risk Tolerance
    • R-Real Rate of Return
    • E-Emotionally Enjoyable
    • A-Added Benefits
    • T-Tax Advantaged

Important links:


Charlie, your host:

CharlieMedium“Charlie Jewett is an Author, Speaker, Podcast Host, Consumer Advocate, and Investment Advisor from San Diego, Ca.  Charlie has spent the last eleven years trying to change the way the industry professionals and consumers think about Retirement.  Charlie provides education materials that help people to create their own financial plans and offers services to protect consumers from the bad guys in the Financial Services Industry.”  


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