I've Helped Hundreds of People Retire Comfortably. Here's the Exact 7-Step Framework I Used.
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I've Helped Hundreds of People Retire Comfortably. Here's the Exact 7-Step Framework I Used.
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About this listen
Retirement planning isn’t about chasing numbers, it’s about building a life with intention.
The Sequoia System helps you get clear on what matters most, organize your finances around that vision, and create a plan that supports the freedom, peace of mind, and purpose you’re truly after.
We start with your life vision, translate that into a monthly income goal, and map out your cash flow using a mix of reliable income sources and portfolio withdrawals. Then we align your investments with those needs, optimize for taxes, and protect the plan through insurance and estate strategies, so everything works together to support the life you want to live.
Create Your Custom Strategy ⬇️
Get Started Here.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.