Retirement GameplanDraft

A named plan for your biggest retirement questions.

We help you turn uncertainty into a structured strategy that aligns income, taxes, market exposure, and family outcomes.

Who this is built for

Within 10 years of retirement and unsure which decision should come first.

Already retired and wanting a clearer map for taxes, income, and market risk.

Need one named plan to align your priorities, lifestyle goals, and legacy wishes.

If these questions feel familiar, this process is designed to replace scattered opinions with one coordinated retirement gameplan.

Module 01

Build a paycheck rhythm designed around Social Security, distributions, and spending phases.

Module 02

Coordinate account drawdown sequencing so more of your money stays working for you.

Module 03

Pressure-test your portfolio and protection choices against bear markets and long retirements.

Module 04

Document naming, beneficiary structure, and transfer intentions in one practical roadmap.

Flat planning fee. No pressure. Start with a focused introductory conversation and leave with clear next steps.

How do we turn our savings into dependable retirement income without feeling like every market move changes our lifestyle?

Should we claim Social Security now, or wait to maximize lifetime benefits based on our health, age gap, and tax picture?

What is the most tax-efficient way to withdraw from brokerage, IRA, and Roth accounts over the next 20–30 years?

How much market risk should we take now that retirement is near, and how do we avoid overreacting during downturns?

Can we retire comfortably, help family when needed, and still protect the long-term plan from inflation and healthcare costs?

If one spouse passes first, what changes immediately in income, taxes, and account strategy—and are we prepared for it?

Clarify your biggest retirement concerns and rank what matters most.

Build your named Gameplan across income, tax, risk, and family priorities.

Review a plain-English recommendation deck and implementation checklist.

Meet regularly for updates as markets, tax law, and life inevitably change.

FREE GUIDE

Owen Mulhern and Kevin Janiec created this framework to simplify retirement decisions with a practical, named process you can follow confidently.

Ready to move from questions to a clear retirement gameplan?