HARD Retirement Truths I’ve Learned Over 30 Years | Most Advisors DON’T Tell You These!
Uncomfortable Retirement Truths You Need to Hear (in only 11 Minutes) Here are six hard retirement planning lessons that can help you navigate these complexities with more confidence. Facing these facts is essential for anyone seeking true financial independence. The goal is not just to accumulate wealth, but to spend with purpose. We will discuss […]
I Was Wrong About the 4% Rule! What I Learned to Stay Safe after Trying 100+ Income Strategies
The Best Retirement Income Strategy to Stay Safe During Market Crashes. Morningstar missed this strategy in its recent report, and it protects best when the market is at All Time Highs. Learn the best retirement income strategy to protect your portfolio today. After 30 years of experience as a financial advisor, I have updated my […]
4% Doesn’t Rule | You Can Spend MORE! Every Retirement Income Strategy RANKED Worst to First
Will your retirement income last as long as you do? According to research cited by Goldman Sachs, nearly 60% of people are worried about running out of money in retirement. In this video, Joe Franklin examines 5 popular retirement income strategies and explains the advantages, risks, and tradeoffs of each. Using findings from Morningstar’s State […]
Why the 5 Years Before & After You Retire Are MOST Important | Do These Things NOW! 2026 UPDATE
The Miracle of the 5 Years BEFORE & AFTER Retirement (Double your savings!) If you are within five years of retirement or planning an early retirement, the decisions you make now could determine whether you retire with confidence or worry about running out of money. In this video, Certified Financial Planner™ Joe Franklin explains five […]
Worried About Running Out of Time or Money? Waiting is a HUGE Mistake!
For decades, the traditional retirement strategy was relatively straightforward. Work hard, save consistently, pay off your home, and retire comfortably. Today, that strategy is being challenged. Higher inflation, rising insurance costs, elevated interest rates, and increased living expenses have forced many retirees to reconsider their plans. Some are delaying retirement, and other are returning to […]
Wealth Principles in Scripture vs The Millionaire Next Door: They Both Agree on This!
Many individuals appear to have it all together, but their bank accounts often tell a different story. This video explores the importance of building true wealth through consistent work and sound personal finance practices. Certified Financial Planner, Joe Franklin, discusses how cultivating success habits and a strong wealth mindset are crucial and delves into the […]
Claiming Social Security at Age 62 vs 70? Ignoring These Factors is a Huge Mistake!
In this video, Certified Financial Planner Joe Franklin breaks down the best Social Security claiming strategies for retirees and how the order of withdrawals from your retirement accounts can dramatically impact your lifetime income, taxes, and legacy. We cover: Taking Social Security at 62 vs 70 Why a hybrid Social Security strategy often works best […]
Retirement Principles to Protect Assets and Reduce Taxes Legally!
What is the best tax strategy for retirement? In this video, We break down the 5 levels of tax strategy and explain how smart retirement tax planning can improve your financial planning and long-term wealth management results. You’ll learn how to create a tax-efficient retirement income strategy, avoid common tax mistakes, and keep more of […]
Why I Stopped Listening to Suze Orman: A CFP’s Guide to Smart Retirement Planning
When it comes to retirement planning and personal finance, one-size-fits-all advice can do more harm than good. In his latest video, Certified Financial Planner Joe Franklin breaks down Suze Orman’s “5 Rules of Never” and shares practical insights to help you retire early, protect your wealth, and enjoy a healthy retirement. At Franklin Wealth Management, we believe financial decisions should reflect your unique goals, […]
Why I Stopped Listening to Suze Orman: Dangerous “Never” Rules
Retire at 55? Suze Says No — Here’s What She Gets Wrong! #retirementplanningat55 #retireearly #certifiedfinancialplanner In this video we look at Suze Orman’s “5 Rules of Never” episode and rank her advice in the Good, Bad & the Ugly columns, giving detail on why we feel the advice is often flawed. Learn about common money […]